Lisa Martell Email and Phone Number

Insurance Advisory Services

Advisory Services• Provide broad insurance advisory project management.• Conduct operational/utilization analysis, and regulatory compliance for global insurers and captive insurers.• Conduct reviews of underwriting, claims, and risk management functions.• Identify and implemented insurance risk and claim cost reduction.• Draft RFPs and reviewed vendor pricing and contracts.• Conduct data analytics pertaining to pricing and cost control.• Analyze strategies and processes for improvement opportunities and to inform technology decisions.• Analyze captive insurance companies and reinsurance arrangements against leading practices.

Advisory Services• Managed client engagements and led client meetings.• Conducted sales and marketing of advisory services, including RFP orals as well as internal and external client meetings. • Designed, structured, and implemented alternative risk financing arrangements. • Analyzed captive insurance companies and reinsurance arrangements against leading practices.• Identified risks, selecting risk management techniques, and developing analysis of global insurance programs.• Analyzed claims to identify trends and opportunities for improvement.• Analyzed large insurance programs through the benchmarking of limits, retentions, and costs (premiums, losses, and fees). • Reviewed third party risk management vendors and third party administrator relationships and performance. • Conducted internal audit reviews of underwriting, claims, and risk management functions. • Conducted insurance risk due diligence for merger and acquisition activities, including analysis of program structure, pricing, loss costs, and collateral requirements.• Conducted tests and reviewing procedures related to internal audits of insurance companies and risk management departments.• Assisted with the formal request for proposal process, including RFP design and vendor interviews.

Advisory Services• Designed, structured, and implemented alternative risk financing arrangements. • Analyzed captive insurance companies and reinsurance arrangements against leading practices.• Identified risks, selecting risk management techniques, and developing analysis of global insurance programs.• Analyzed claims to identify trends and opportunities for improvement.• Analyzed large insurance programs through the benchmarking of limits, retentions, and costs (premiums, losses, and fees). • Reviewed third party risk management vendors and third party administrator relationships and performance. • Conducted internal audit reviews of underwriting, claims, and risk management functions. • Conducted insurance risk due diligence for merger and acquisition activities, including analysis of program structure, pricing, loss costs, and collateral requirements.• Conducted tests and reviewing procedures related to internal audits of insurance companies and risk management departments.• Assisted with the formal request for proposal process, including RFP design and vendor interviews.

Public Company Underwriter• Underwrote director and officer liability, employment practices liability, professional liability, fiduciary liability, kidnap and ransom and other ancillary lines for large publicly traded organizations. • Conducted underwriting meetings with existing and prospective customers to evaluate key risks and business operations. • Structured and negotiated program contract language, limits and pricing, based on risk characteristics. • Analyzed claims to identify trends.

Financial Institutions Underwriter• Underwrote all lines of business, including property, general liability, workers’ compensation, excess umbrella, crime, director and officer liability, employment practices liability, professional liability, fiduciary liability, kidnap and ransom and other ancillary lines. • Conducted internal audits of underwriting account files to identify key attributes met underwriting strategy. • Developed automated prospecting data tools to screen and identify attractive new business marketing opportunities. • Conducted underwriting meetings with existing and prospective customers to evaluate key risks and business operations. • Structured and negotiated program contract language, limits and pricing, based on risk characteristics. • Analyzed claims to identify trends and attended relevant claim committee meetings and loss control visits.