Lisa Hafler

Experience

• 

  Samuel F. Ventola Insurance Agency

  Jun 1978 - Oct 1984

  Customer Service Representative / Bookkeeper

  Bookkeeper - recorded cash receipts (A/R) and Cash Disbursements (A/P), reconciliation of bank accounts, processed weekly payroll, processed all check paymentsRated personal lines automobile Homeowners motorcycle and moped insuranceProcessed policy change requestsFiled claims with appropriate carriersFilingIssuance of Auto Insurance ID cards

• 

  Continental General

  Oct 1984 - Sept 1995

  Processed Workers Compensation (WC) Unit Statistical Reports to the National Counsel on Compensation Insurance (NCCI) and individual state rating bureaus.Completed monthly, quarterly, semi annual WC financial Data Calls to the NCCI and individual state rating bureaus. WC Statistical Reporting to independent state bureaus and National Council on Compensation InsuranceWC Financial Calls Annual, Bi Annual Quarterly and monthly reporting

  • Analyst

    Oct 1984 - Sept 1995

  • Business Analyst

    Oct 1984 - Sept 1995
• 

  Chubb Group of Insurance Companies

  Sept 1995 - Jun 2016

  Drafting Contracts for Commercial Lines book of business on loss sensitive programs (i.e., Retrospectively Rated, Reimbursable Deductible program structures) Retrospectively rated Adjustment CalculationsAdministration of security, Letters of Credit, Trust Accounts, Commingled Accounts, Escrow Accounts and Surety Bonds.Customer Administration Processed WC dividends on a monthly basis through automated dividend systemWrote business requirements for WC dividend system enhancementsProactively created excel spreadsheet for manually calculated dividend result on an individual insured basis Processed Workers Compensation (WC) Unit Statistical Reports to the National Counsel on Compensation Insurance (NCCI) and individual state rating bureaus.Partnered with Information Technology (IT) to implement the NCCI Unit Statistical fining process.

  • Contracts and Collateral Services Analyst II

    Sept 1999 - Jun 2016

  • Workers Compensation Dividend Analyst

    Oct 1996 - Dec 1999

  • Senior Statistical Analyst

    Sept 1995 - Sept 1996
• 

  Everest

  Nov 2016 - Nov 2016

  Accounting Analyst

  Collection's, Deductible Billing, Customer Service, Invoicing, troubleshooting reconciliations.