Lisa Terrell
17516 Roble Avenue, Greenwell Springs ,LA
Summary
Professional with experience in managing commercial accounts and driving business growth. Expertise in client relationship management, strategic planning, and financial analysis. Strong focus on team collaboration and achieving measurable results. Known for adaptability and reliability in meeting evolving business needs.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Commercial Account Manager
Gallagher Insurance
Baton Rouge, LA
09.1987 - 06.2025
- Facilitated strategies to improve client risk management and service coordination.
- Process daily mail, email and phone calls from customers and producers to generate new business and maintain renewals.
- Generated new business by leveraging referrals and member inquiries.
Education
Business Administration
University of Louisiana At Monroe
Monroe, LASkills
- Client relationship building and servicing accounts
- Underwriting policies to meet the companies requirements
- Request inspections on high valued accounts
Certification
- Licensed Insurance Agent #320329, 8/11/2004
- Certified Insurance Service Representative - 3/25/2004
- Certified Insurance Service Representative Elite - 10/31/2019
References
Brenda Sommers - 225-247-2733
Tina Ferrell - 225-572-3240
Janet Smith - 225-603-0760
Timeline
Commercial Account Manager
Gallagher Insurance
09.1987 - 06.2025
Business Administration
University of Louisiana At Monroe