LISA K. LASSU
Modena,NY
Summary
Cultivated strategic partnerships and provided administrative support to CEOs and C-suite leaders in insurance and finance sectors for over 20 years, including 7 years of remote work.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Staff Assistant - Life & Disability | Customer Service Support
Fieldstone Insurance Group, LLC
Glen Rock, NJ
06.2018 - 11.2025
- Strategically prioritized high-volume inquiries for the CEO and Managing Partners across four divisions, serving as the main gatekeeper to protect leadership's strategic time and ensure the seamless execution of all divisional deadlines.
- Managed and expanded a life insurance portfolio with over 200 policies by addressing client requests, delivering summaries and premium schedules, and maintaining data accuracy. My attention to detail and client care fostered satisfaction and generated referrals.
- Processed more than 50 post-issuance policy changes each month and coordinated with over 35 carriers to ensure accuracy, premium payments, and compliance issues were managed.
- Managed over 250 calls monthly across four departments; achieved a 45% resolution rate on first contact while improving escalation procedures to ensure quicker responses from the appropriate unit or management.
- Maintained 85% client retention through coordinating executive portfolio reviews and managing communications with high-net-worth clients, wealth managers, CPAs, and legal advisors, fostering trust and confidentiality.
- Achieved a 30% decrease in life-policy lapses by proactively tracking renewals and engaging clients and carriers through targeted outreach.
- Produced more than 70 quarterly policy summaries to provide management with an overview of the current portfolio and highlight cost-effective new products that deliver optimal coverage and security for clients' needs.
- Managed the complete lifecycle of active $2M insurance claims with a 100% payout success rate, demonstrating meticulous attention to detail and accountability.
- Redesigned a client summary template, cutting preparation time for standard client materials by 80% across four units.
- Led the development and creation of a process manual and additional forms for the Life & Disability unit; uploaded to a centralized platform to reduce administrative time, improve tracking, and enhance cross-team collaboration.
Executive Assistant & Event Coordinator | Client Relations Support
Swiss Re Corporate Solutions
New York, NY
05.2000 - 05.2018
- Managed a proactive support system for four senior executives and their underwriting team of twelve. Coordinated complex scheduling and logistics across five time zones and triaged all incoming calls and mail correspondence to appropriate units while building strong client relationships to meet corporate goals.
- Coordinated and prioritized over 50 scheduling and procedural requests each week by establishing a conflict-resolution framework that decreased scheduling conflicts by 30%.
- Directed over 100 domestic and international travel itineraries each year, maintaining a 95% on-time accuracy rate for expense reconciliations and greatly speeding up the reimbursement process.
- Generated 10 monthly casualty and regional expense reports to improve budget management and facilitate decision-making. Utilized Excel pivot tables and PowerPoint for precise data presentation and verbal updates during management meetings, helping to clarify objectives.
- Developed a comprehensive onboarding program for new hires, standardizing system compliance and best practices, and reduced training time by 30% while increasing new-hire engagement scores by 25%.
- Organized over 12 top-tier client appreciation events with a total budget exceeding $500K, overseeing all logistics and follow-up tasks. This initiative resulted in a 40% boost in client retention and strengthened relationships with key stakeholders.
- Managed logistics for 75 colleagues attending the annual RIMS Conference with over 10,000 attendees, including coordinating meetings, hotel accommodations, catering, and VIP services under high pressure.
- Facilitated a last-minute pivot for an 85-person team offsite during an unexpected forecasted blizzard; secured an alternative venue at the hotel and catering arrangements to ensure 100% attendee safety and program continuity.
Underwriting Assistant
Swiss Re Corporate Solutions
06.2007 - 06.2008
- Maintained renewal databases, collected documents, and prefilled forms to assist underwriters with their client discussions and coverage details.
- Conducted monthly research on over 15 clients, verifying backgrounds and preparing detailed summaries for client review.
- Ensured the accuracy and confidentiality of data across client and internal systems, and collaborated with Legal and Compliance teams to ensure adherence to protocols.
Education
Associate's Degree - General Studies
Antioch School
Bronx, NYAssociate's Degree - Business Management
CUNY Bronx Community College
Bronx, NYSkills
Executive C-Suite Partnership
Process Improvement and Documentation
Operational Triage
Stakeholder Relations
Sensitive & Confidential Data Management
International Logistics
Expense Management
Budget Tracking
Financial Reporting
Operational Dashboards
Onboarding and Cross-Training
Insurance Policy Administration (Life, Disability, Casualty)
Event Management
Claims Monitoring and Disbursement
Underwriting Specialist
Verbal and Written Communication
Initiative
Proactive and Meticulous Attention to Detail
Energetic
Compassionate
Reliable
Trustworthy
Persuasive Communication
Office Operations and Equipment Maintenance
Critical Thinking and Problem Solving
Microsoft Office 365 (Advanced Excel, PowerPoint, Word, Teams)
Google Workspace
CRM systems - Salesforce, EPIC, SmartOffice
AI-Enhanced Workflows
Certification
- IBM Solving Problems with Critical Thinking, Coursera Certificate, 03/01/26
- Google Introduction to AI, Coursera Certificate, 03/01/26
- Dept of Labor Communication, Time Management, and Public Speaking, 03/01/26
- LinkedIn Communicating with Executives, 02/01/25
- LinkedIn Pitching Yourself for Opportunity, 12/01/25
Languages
Fluent in Spanish
Timeline
Staff Assistant - Life & Disability | Customer Service Support
Fieldstone Insurance Group, LLC
06.2018 - 11.2025
Underwriting Assistant
Swiss Re Corporate Solutions
06.2007 - 06.2008
Executive Assistant & Event Coordinator | Client Relations Support
Swiss Re Corporate Solutions
05.2000 - 05.2018
Associate's Degree - General Studies
Antioch School
Associate's Degree - Business Management
CUNY Bronx Community College