Lisa Tulloch

Experience

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  Palm Beach Insurance Central, Inc (PBIC) - Clark, Oen, Johnson & Fischer, Inc

  Jan 1986 - Jan 1987

  Receptionist – Office Assistant

  Answering phones, filing, Certificates of Insurance and basic office activities

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  Palm Beach Insurance Central, Inc (PBIC) - Clark, Oen, Johnson & Fischer, Inc

  Aug 1986 - Aug 1999

  Processed/revised insurance policies, completed Acord, company & surplus lines applications; marketing of renewals and new business, rating/quoting, endorsements, certificates of insurance, renewal & new business proposals, etc. Client and company contact, providing customer service and answering questions Maintenance and administration of (11) User Delphi/Redshaw Master Insurance Management System using Wang Terminals. Maintained, updated and installation of updates/upgrades, new programs and office hardware.It was my responsibility to handle any & all problems that occurred concerning the computer systems hardware or software programs. Between 1989-90, the Agency Management System was upgraded to the Delphi/Redshaw Insurance Agency Management System, Elite v5.0

  • Commercial Lines CSR

    Aug 1986 - Aug 1999

  • Systems Administrator / Operations Manager

    Aug 1986 - Aug 1999
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  Palm Beach Insurance Central, Inc (PBIC) -

  Jan 1987 - Jan 1988

  Personal Lines CSR

  Process insurance policies, new business & renewal quotation/marketing, Auto, Homeowners, Umbrella, Flood, Boat/Watercraft, etc, endorsement ordering/processing including on-line processing, expiration lists and new business information collection, quotation & presentation. Client and company contact, via phone & in person, providing customer service, answering questions, etc.

• 

  Slaton Insurance / JLB Enterprises

  Nov 1999 - May 2000

  Commercial Account Executive

  Processed insurance policies, applications; marketing of renewals and new business and rating/quoting Client and company contact, providing customer service and answering questions

• 

  K-Mart Corporation

  Jul 2002 - Apr 2003

  Front End Supervisor

  Opening and closing front end registers and self check-outs Supervising employees Service desk customer service representative Western Union transactions

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  Brooke Insurance & Financial Corp

  Jan 2004 - Apr 2006

  Commercial Account Executive

  Processed insurance policies, completed Acord, company & surplus lines applications; marketing of renewals and new business, rating/quoting, endorsements, certificates, etc. Client and company contact, providing customer service and answering questions

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  All Lines Insurance Group

  Apr 2006 - Nov 2009

  Commercial Account Executive

  Processed insurance policies, completed Acord, company & surplus lines applications; marketing of renewals and new business, rating/quoting, endorsements, certificates of insurance, renewal & new business proposals, etc. Client and company contact, providing customer service and answering questions

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  Empire Underwriters (MGA)

  May 2011 - Dec 2011

  Commercial Lines Underwriter

  Processed New Agent Contracts, reviewed & submitted Acord/supplemental applications to obtain quotations for various agents for the MGA, processed proposals, computer input for all new agents, producer/agent contact via email, phone calls, fax, checked & mailed policies, processed endorsements and various other Brokerage tasks.

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  Whiting Agency

  Aug 2011 - Dec 2012

  Personal Lines Account Manager

  Process insurance policies, new business & renewal quotation/marketing, Auto, Homeowners, Umbrella, Flood, Boat/Watercraft and more, endorsement ordering and on-line processing, expiration lists and new business info collection, quotation & presentation.Client and company contact, via phone & in person, providing customer service, answering questions, etc.

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  LaPlante Agency

  Jan 2013 - Jan 2016

  Commercial Account Executive

  Processing/reviewing/sending insurance policies, complete Acord applications along with company specific & surplus lines applications; marketing of renewals and new business, rating/quoting, endorsements, certificates, etc. Client and company contact, providing customer service and answering questions

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  Swafford Insurance Group

  Apr 2016 - Feb 2017

  Commercial Specialist
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  Gulf Coast Underwriters

  May 2017 - Jan 2019

  Commercial Account Manager