Lisa Scheffler

Lisa Scheffler Email and Phone Number

Client Advocate @ Willis Towers Watson
Plymouth Meeting, PA, US
Lisa Scheffler's Location
Plymouth Meeting, Pennsylvania, United States, United States
Lisa Scheffler's Contact Details
About Lisa Scheffler

INSURANCE PROFESSIONAL – PROPERTY CASUALTYAccomplished Insurance professional with a vast skill set and more than 20 years of experience in multi-line package and specialty commercial insurance. Excel in selecting and analyzing risks, negotiating pricing and determining appropriate coverage terms. Effectively manage multiple, high-priority projects and maintain and organized environment under pressure. Proven success negotiating with insureds and agents, consistently reaching a positive, profitable arrangement for all parties. Areas of expertise include:▪ Technical Underwriting▪ Clear Communication▪ Risk Selection and Assessment ▪ Negotiating Coverage and Pricing▪ Policy and Coverage Interpretation ▪ Specialty Insurance (Life Sciences)▪ Multi-Line Package (Property, General Liability, Product Liability, Auto, Workers

Lisa Scheffler's Current Company Details
Willis Towers Watson

Willis Towers Watson

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Client Advocate
Plymouth Meeting, PA, US
Lisa Scheffler Work Experience Details
  • Willis Towers Watson
    Client Advocate
    Willis Towers Watson
    Plymouth Meeting, Pa, Us
  • Willis Towers Watson
    Client Advocate
    Willis Towers Watson Apr 2021 - Present
    Specializing in the Life Science industry
  • Willis Towers Watson
    Senior Client Services Specialist
    Willis Towers Watson Dec 2015 - Apr 2021
    Radnor, Pa
    * Use deep technical insurance experience to add significant value to my clients risk management strategies and programs. * Lead the ongoing service relationships with client decision-makers, effectively consult on insurance brokerage and risk management services, actively participate in presentations with clients and prospects. * Play an integral role in maintaining client satisfaction and service, brokerage and consulting.* Proactively advise clients and provide consistent client service to multiple clients, resolving day to day service issues and troubleshoot/resolve complicated client service issues.* Client facing including serving as the day to day contact and point person.* Drive the renewal /marketing process including gathering client information, preparing and analyzing data, submitting to insurance carriers and preparing proposals.* Work with insurance carriers to obtain quotes for clients, review coverage proposals and present coverage options to client with recommendations.
  • Travelers
    Account Executive Officer - Medical Technology
    Travelers Mar 2010 - Sep 2015
    Blue Bell, Pa
    ▪ Underwrite and analyze new and renewal life science accounts to determine the degree of risk involved and the proper premium for acceptable risks.▪ Develop and maintain an $8mm book of business which consists of accounts ranging from $50,000 in premium to $2,000,000 in premium.▪ Manage underwriting quality and book management, which includes executing underwriting strategy, self-auditing new and renewal business and ensuring compliance standards are met.▪ Act as a trusted advisor to build, maintain and manage client and producer relationships while successfully promoting mutual growth and profitability goals.▪ Meet with clients to make sales presentations, negotiate, discuss coverage, pricing, financial terms and service delivery as part of the complete insurance program.▪ Selected by manager to assist with completing peer self-assessments and participate in country wide field office performance assessments.
  • Xl Insurance
    Excess & Surplus Property Underwriter
    Xl Insurance Jul 2007 - Feb 2010
    Extpm, Pa
    ▪ Reviewed new and renewal Property accounts to determine insurability based on corporate guidelines and standards.▪ Managed a book of business with accounts ranging from $25,000 in premium to $250,000 in premium.▪ Responsible for placement of new and renewal business with reinsurers within the context of facultative contracts.▪ Managed insurance marketing activities in specific territories to ensure production level met new business quotas.▪ Developed and maintained positive on-going relationships with wholesale brokers.▪ Utilized risk assessment software and tools to develop exposure levels and ratings while determining premiums.
  • Philadelphia Insurance Company
    Property Casualty Underwriter I/ Underwriter Ii
    Philadelphia Insurance Company Mar 2003 - Jul 2007
    Bala Cynwyd, Pa
    ▪ Underwrite commercial products including: Condo and Homeowner Associations, Non-Profit Organizations, Day Care Facilities, Schools, Mobile Home Parks.▪ Maintained a book of business with accounts ranging from $25,000 in premium to $1,000,000 in premium.▪ Responsible for reviewing existing accounts through careful risk selection and a thorough analysis of all underwriting information available.▪ Communicated daily with field representatives and independent agents to obtain further informatio for quoting and to explain company underwriting policy.▪ Formulated new Academic & Vocational School guidelines to establish parameters for new and renewal business submissions.▪ Administrated training presentations for company personnel on new product guidelines.

Lisa Scheffler Skills

Underwriting Property And Casualty Insurance Commercial Insurance Insurance Risk Management Analysis Professional Liability Liability Casualty Insurance Casualty Legal Liability Excess General Insurance Workers Compensation Umbrella Insurance Liability Analysis Inland Marine

Lisa Scheffler Education Details

  • Lasalle University
    Lasalle University
    Management & Marketing
  • Pa Insurance Department
    Pa Insurance Department
    Property/Casualty Insurance
  • The Institutes
    The Institutes
    Commercial Insurance

Frequently Asked Questions about Lisa Scheffler

What company does Lisa Scheffler work for?

Lisa Scheffler works for Willis Towers Watson

What is Lisa Scheffler's role at the current company?

Lisa Scheffler's current role is Client Advocate.

What is Lisa Scheffler's email address?

Lisa Scheffler's email address is pr****@****zon.net

What is Lisa Scheffler's direct phone number?

Lisa Scheffler's direct phone number is +161094*****

What schools did Lisa Scheffler attend?

Lisa Scheffler attended Lasalle University, Pa Insurance Department, The Institutes.

What are some of Lisa Scheffler's interests?

Lisa Scheffler has interest in Children, Civil Rights And Social Action, Science And Technology, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Health.

What skills is Lisa Scheffler known for?

Lisa Scheffler has skills like Underwriting, Property And Casualty Insurance, Commercial Insurance, Insurance, Risk Management, Analysis, Professional Liability, Liability, Casualty Insurance, Casualty, Legal Liability, Excess.

Not the Lisa Scheffler you were looking for?

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    Retired
    Dallas-Fort Worth Metroplex
    1
    rbc.com
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    Cyber Security And Computer Science
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  • Lisa Scheffler

    Retired😘 Enjoying The Lake Life! Experienced In: Marketing | Advertising | Graphic Design | Web Design | Word Press | Creative Suite | Microsoft Office | Printing | Mac
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    3
    connectpositronic.com, connectpositronic.com, ymail.com

    3 +141768XXXXX

  • 3
    scheffler.us, hmhco.com, cfhome.org

    1 +121457XXXXX

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