Lisa Masters, Arm Email & Phone Number

Wilsonville, Oregon, United States

June 2003 to May 2009, September 2010 to Present Responsible for providing account management and risk management consulting services for 80+ members in Eastern Oregon and 70 members in Southern Oregon for workers’ compensation, general liability, property, auto liability / physical damage, and medical benefits. Serve as an advisor and liaison between CIS and members/agents, providing high-quality customer service.Assist members and agents in developing a safety and risk management culture within their entities.Develop sample written policies and procedures that are shared with members.Provide training to managers and supervisors on employment practices and performance management.Develop and provide various safety training programsAuthor various newsletter articles for Safety Shorts and Real-Time Risk publications.Work on various projects as assigned, including cyber security grant program. Collaborate with other CIS staff and departments to address member issues and respond to various questions. Provide risk management recommendations to underwriting regarding coverage, premium increases, and increased deductibles for members.Work with management and risk management services team on strategic planning and goal setting.Provide leadership, direction, and technical support to other risk management consultants and CIS staff on projects under my tower of responsibilities.Participated in risk management consultant interview panels and provided hiring recommendations to the management team.Conduct onsite best practice surveys, hazard inspections (buildings, bridges, dams, water/wastewater facilities), risk management plan development and implementation, and utilize ERM practices in identifying risk and mitigating/eliminating it. Document all consulting activities in the CIS and SAIF systems.Review member claims and perform claims analysis to determine focused risk management efforts and training.

North Powder, Oregon, United States

Responsible for providing administrative support to elementary and middle school teaching staff, as well as support for junior high physical education and sports program.Assisted teaching staff with copying, developing written information, organizing information, filing, etc. Answered phone calls coming into the classroom for the teacher and take messages as needed. Provided classroom assistance and educational support for students with IEP educational plans.Head coach for junior high volleyball teams (approximately 20 students on two teams) which included planning, organizing, and coordinating practices; determining needs of students and focusing coaching in those areas, providing guidance and mentoring students (with large at-risk population) to develop leadership and team building skills; developed lineup plans based on competitors.

Central Point, Or

Provided risk management consulting services to customers including analyzing overall risks; review, development, and revision of written policies and procedures; ergonomic assessments; employee safety surveys; and training with managers/supervisors/line staff to promote risk management and safety awareness within the organization. Responsible for answering and handling all customer-related questions via phone, e-mail, and in person. Assisted members with Federal OSHA and OR-OSHA regulation compliance, including the development of written safety programs and conducting noise testing.Conducted facility walkthroughs to identify hazards and OR-OSHA violations.Developed and provided various training programs (accident prevention, accident investigation, safety committee operations, hazard identification, stretching, ergonomics, hearing conservation, trip/fall prevention, etc.). Assisted customers with completing the OR-OSHA SHARP process. Customers included: the Federal Bureau of Land Management, Federal Department of Forestry, State Department of Forestry, SAIF Corporation, and City County Insurance Services.

Medford, Oregon Area

Responsible for the administration of safety and risk management program for the County Self-Insured Program, which included managing third-party claims administration agreements and relationships, developing and putting out RFPs for new workers’ compensation and liability for the third-party claims administrators, as well as interviewing and choosing the best option for the County.Claims prevention/management, and proactive return to work to significantly reduce the severity of claims and workers’ compensation costs. Provided new employee orientation and training, creation of safety policies and forms, oversight of safety committee operations and effectiveness, conducted hazard walkthroughs, compliance with OR-OSHA regulations, and inclusion of union participation in the safety program. Responsible for compensation analysis and reclassification of positions. Responsible for ensuring compliance with BOLI, EEOC, and ADA regulations. Administrator for EAIP program and worksite modification programs for all locations. Prepared risk management department budget. Work with excess insurance carriers directly to utilize loss control services.Responsible for investigation process of prior worker’ compensation third party claims administrator including review of bank records, past physician visits, claims reports, and other information to determine areas of weakness in the oversight process and areas of possible monetary loss.Assisted with recruitment and interviews for new staff.Organized meetings between human resource department staff, County labor attorney, and collective bargaining unit attorneys for the collective bargaining process. Participated in meetings and documented meeting information. Responsible for reviewing applicants for open positions, assisting with new hire processing, securing EEOC and I-9 documentation, and ensuring appropriate storage and securing of I-9 and other confidential information including medical records and physician reports.

Central Point, Or

Responsible for administration of safety program for 23 Head Start locations (300+ employees). Included claims prevention and management, a proactive return to work program to significantly reduce the severity of claims and workers’ compensation costs, new employee orientation and training, creation of safety policies and forms, oversight of safety committee operations and effectiveness, conducting hazard walkthroughs, compliance with OR-OSHA regulations, participation in OR-OSHA compliance & consulting audits, the inclusion of union participation in the safety program. Responsible for the administration of FMLA and OFLA leave policies.Responsible for ensuring compliance with BOLI, EEOC, and ADA regulations.  Administrator for EAIP program and worksite modification programs for all locations. Administrator for employee continuing education program. Included tracking courses taken, ensuring appropriate funds were dispersed for training and books, tracking grades, and ensuring students were following outlined protocol.

White City, Oregon, United States

Responsible for safety function which included developing OR-OSHA required written programs, facilitating safety committee operations, claims management, and return to work. Assisted the company with being ready to achieve SHARP certification in six months, significantly reducing claims severity and frequency, as well as improving employee morale. Created quarterly employee safety recognition award program, company-wide stretching program, accident prevention training program, and employee suggestion process. 6-month contracted position.

Vancouver, Washington, United States

Responsible for providing loss control services to thirty school districts in Southwest Washington regarding workers’ compensation, property, general liability, and auto.Created safety policies and procedures, assisted safety committee, conducted walkthroughs of facilities, ensured WISHA and Federal OSHA compliance, tracked injuries, and identified trends to focus training and recommendations for prevention. Responsible for auditing violence preparedness plans for all schools within the ESD 112.Moved to Southern Oregon after my husband took a position there.

Lake Oswego, Oregon, United States

Analyzed risks to determine property/liability/auto underwriting desirability. Provided underwriting services.

Portland, Or & Salem, Or

Provided risk management support to the Portland Branch for loss control consultants, auditors, and return-to-work team members. Created training programs, conducted trend analysis on workers’ compensation claims, and provided recommendations on prevention.Performed underwriting services for small business units in the SAIF Customer Service Center and high loss/risk customers in the SAIF Assigned Risk Unit to quote new business and effectively evaluate renewal business to price appropriately based on risk.Answered agent and customer policy questions and assisted them with any customer service issues that they had.

Bachelor’S Degree, Business Administration And Management, General

Associate Of Arts - Aa, Business Administration And Management, General

Associates In Risk Management (Arm)