Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
NY State Insurance Brokers License
Timeline
Generic

Lisa Suger

Islip,NY

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.

Overview

38
38
years of professional experience
1
1
Certification

Work History

Licensed Insurance Broker

Norton And Siegel
09.1999 - Current
  • Calculated quotes and educated potential clients on insurance options.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Obtained underwriting approval by completing application for coverage.
  • Provided coverage option information to assist clients in protecting assets.
  • Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
  • Tracked progress of all outstanding insurance claims.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.

Licensed Insurance Broker

T Gerard Brown Insurance Agency
11.1996 - 08.1999
  • Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Generated quotes and proposals for clients to match individual needs.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.

Licensed Insurance Broker

Jeremiah Robbins Insurance Agency
07.1985 - 10.1992
  • Generated quotes and proposals for clients to match individual needs.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Met with prospective clients to discuss insurance needs and provide solutions.

Education

No Degree - Travel, Tourism And Transportation

Niagara University
Niagara Falls, NY

High School Diploma -

St John The Baptist High School
West Islip NY
06.1981

Skills

  • Corrective Actions
  • Insurance Claim Regulations
  • Program Customization
  • Private Sectors
  • Quotes and Sales
  • Form Completion and Submission
  • Underwriting and Adjustments
  • Quote Information
  • Claims Information Gathering
  • Account retention

Accomplishments

  • Property and Casualty Licensed Broker for 35 years
  • Processed agency net checks to carriers
  • Update existing policies/processing client accounts

Certification

  • Licensed Property and Casualty Broker NYS 1988 - 2023

NY State Insurance Brokers License

Licensed to sell insurance in NY State, representing clients.

Timeline

Licensed Insurance Broker

Norton And Siegel
09.1999 - Current

Licensed Insurance Broker

T Gerard Brown Insurance Agency
11.1996 - 08.1999

Licensed Insurance Broker

Jeremiah Robbins Insurance Agency
07.1985 - 10.1992

No Degree - Travel, Tourism And Transportation

Niagara University

High School Diploma -

St John The Baptist High School

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Lisa Suger