Lisa Watson
Fairhope,AL
Summary
Property and Casualty professional with expertise in initiating and managing claims from filing to closure. Committed to delivering thorough support throughout the claims process.
Detail-oriented business owner with over 30 years in customer service and compliance adherence. Proven track record in market analysis and developing tailored insurance solutions to enhance client satisfaction and retention.
Overview
1
1
Certification
38
38
years of professional experience
Work History
Business Owner State Farm Insurance Agency
State Farm
Mobile, AL
07.1988 - Current
- Analyzed market trends and developed innovative marketing initiatives to drive client engagement and improve retention rates.
- Directed daily operational activities to maintain compliance with regulatory requirements and organizational policies.
- Facilitated onboarding and training for new employees to enhance knowledge retention and career advancement.
- Conducted in-depth analysis of client needs to develop personalized insurance solutions that enhance overall customer experience.
Business Owner
L & K Trading LLC
Spanish Fort, AL
05.2006 - 10.2008
- Developed and implemented marketing strategies to increase brand awareness and customer engagement.
- Established operational processes to enhance efficiency and streamline business functions.
- Consulted with customers to assess needs and propose optimal solutions.
Education
Bachelor of Science - Finance
University of South Alabama
Mobile, AL08-1985
Skills
- Client engagement
- Client support
- Attention to detail
- Driven and determined
Accomplishments
Experience with Property and Casualty claims assisting customer. As the Agent I am involved with initial setting up of the claim and following through until the claim closed.
Experience working hurricane, hail, flood, fire claims involving homes and automobiles.
Certification
- Licensed Alabama Builders License 2005-2008
- FEMA Insurance Producer License 1988-Present
- Alabama Insurance Underwriter License 1988-Present
- Alabama Insurance Producer License 1988-Present
- Property and Casualty/Life/Health
- Mississippi Insurance Producer License 2025-Present
- Property and Casualty/Life/Health
- Series 6 and Series 63 Securities License 2000-2007
- [Timeframe]
Timeline
Business Owner
L & K Trading LLC
05.2006 - 10.2008
Business Owner State Farm Insurance Agency
State Farm
07.1988 - Current
Bachelor of Science - Finance
University of South Alabama