Lisa Wilimovsky
Insurance Systems Specialist
Edgerton,WI
Summary
Experienced Insurance Systems Specialist with 8+ years at Compeer Financial, specializing in training development, crop insurance compliance, and systems implementation. Proven expertise in GreatAg and GA Mobile platforms, with a strong background in federal crop insurance programs and RMA standards. Skilled in designing and delivering engaging, effective training for diverse audiences, including internal teams and agents. Recognized as a collaborative communicator and trusted liaison between Great American and Compeer. Committed to continuous improvement, knowledge sharing, and fostering a culture of excellence through mentorship and performance-driven training initiatives.
Overview
8
8
years of professional experience
Work History
Insurance Systems Specialist
Compeer Financial
01.2023 - Current
- Lead territory-wide training for 140+ team members on Great American’s systems, improving tool adoption and compliance.
- Design and facilitate customized in-person and virtual training, workshops, and coaching tailored to diverse learning needs.
- Create and maintain training guides, process docs, and job aids for GreatAg, MPCI, and named peril products.
- Standardize training and system use across locations in partnership with leadership to ensure regulatory compliance.
- Act as Compeer–GA liaison, facilitating quarterly Compeer/GA Sales calls; collaborating on agency needs, requests, system enhancement suggestions, as well as training development needs.
- Educate clients on digital tools and integrations, enhancing user experience and self-service capabilities.
- Lead seasonal training campaigns and policy update refreshers; continuously evaluate training impact to drive improvements.
Sr. Insurance Service Representative
Compeer Financial
07.2020 - 01.2023
- Trained and mentored team members on internal processes and insurance technologies (OnBase, Salesforce, AIP systems, etc.).
- Reviewed agent-submitted documents for compliance with RMA, AIP, and company standards.
- Supported sales team with policy inquiries via phone, email, and internal messaging.
- Entered and processed data in AIP systems (GA, NAU, FMH) for applications, acreage, and production reports.
- Managed high-priority client documents, specialty crops, transfers, and revisions.
- Ran status reports to ensure timely and accurate document submission.
- Contributed to process improvements and team problem-solving initiatives.
Insurance Services Representative
Compeer Financial
06.2017 - 07.2020
- Entered applications, livestock endorsements, acreage and production reports into AIP systems (GA & NAU) with accuracy and timeliness.
- Managed data in Salesforce and OnBase; ensured proper indexing and document flow.
- Prepared and distributed client-ready reports and pre-keyed documents for the sales team.
- Addressed policy inquiries via phone, email, and internal tools (Jabber, ServiceNow).
- Performed quality checks for compliance with RMA, AIP, and company standards.
- Maintained strong knowledge of crop insurance products and FCS regulations.
- Mentored interns and provided cross-departmental support to meet team objectives.
Education
Certificate of Technical Studies - Cosmetology
Aveda Institute - Phoenix
Tempe, AZ05-2016
Studies - Criminal Justice
Blackhawk Technical College
Janesville, WISkills
- 8 years of experience delivering in-person and virtual crop insurance training (eg, GreatAg, compliance, systems)
- Skilled in training material development, instructional design, and tools such as Scribe, Confluence, and Webex
- Strong public speaking, presentation delivery, and communication skills
- Experienced in evaluating training effectiveness and driving continuous improvement
- Proven ability to manage multiple training rollouts and meet deadlines independently
- Passion for learning and development with a self-starter, collaborative mindset
Timeline
Insurance Systems Specialist
Compeer Financial
01.2023 - Current
Sr. Insurance Service Representative
Compeer Financial
07.2020 - 01.2023
Insurance Services Representative
Compeer Financial
06.2017 - 07.2020
Certificate of Technical Studies - Cosmetology
Aveda Institute - Phoenix
Studies - Criminal Justice
Blackhawk Technical College
Licenses
Intermediary (Agent)/Individual Insurance License; State of WI