Lisa Weinstein
Risk And Insurance Specialist
Tampa,FL
Summary
Skilled strategist with a consistent focus on mitigation and risk transfer. Proven record negotiating contracts to include risk transfer. History of conducting thorough investigations and managing information for future applications. Confident communicator: readily provide direction and guidance based on thorough evaluation of financial, market, credit, and operational risks.
Overview
6
6
years of professional experience
2
2
Certifications
Work History
Senior Risk Manager
Fairstead
New York, NY
07.2022 - 02.2023
- Supervised all insurance procurement for renewals, acquisitions and construction projects.
- Conducted coverage gap analysis to ensure compliance of insurance polices on a $1B equity deal.
- Implemented SOP for verification for insurance premium payments.
- Designed and implemented Claims Training Module to promote timely incident reported in order to mitigate losses.
- Consolidated one-off insurance programs through developed relationships with multiple brokers.
- Created Total Cost of Risk (TCOR) for presentation to executive leadership for use in assessing risk control methods.
- Prepared insurance budget recommendations for the portfolio based on evaluating current book of risk and market conditions.
Director, Risk and Insurance Management
Southport Financial Services, Inc.
Tampa, FL
02.2017 - 07.2022
- Spearheaded the development of the CAT plan driving a successful claims resolution achieving a $20M rehabilitation with minimal business interruption claim.
- Facilitated procurement and management of insurance program including the Self Insured Retention program allowing more control over the cost.
- Conducted site inspections to determine potential hazards for risk avoidance and post-accident for claim mitigation.
- Developed and executed Incident Reporting Forms and Guidelines with specific protocols to mitigate future losses and prevent allegations of spoliation.
- Managed investigation claims review and all settlement authority to the TPA and communicated with the carrier the objectives of the Southport ownership.
- Recognized Corp representative, leading e-discovery, interrogations, production while attending depositions, mediations, and trials.
- Assembled and directed a litigation team to strategize on defense including information governance, document production and witness testimony.
Education
MBA -
Sam Houston State University
Huntsville, TX 05.2001 -
BBA - Business Management
Sam Houston State University
Huntsville, TX 05.2001 -
Skills
Commercial Insurance Coverages
Exposure Assessment
Claims Management
Risk Assessment and Mitigation
Strong Broker Relationship
Strategic Solutions Development
Litigation Management
Protocol Development
Certification
Associate of Risk Manager (ARM)
Timeline
Senior Risk Manager
Fairstead
07.2022 - 02.2023
Director, Risk and Insurance Management
Southport Financial Services, Inc.
02.2017 - 07.2022
MBA -
Sam Houston State University
05.2001 -
BBA - Business Management
Sam Houston State University
05.2001 -