Lisa Matheny Email & Phone Number

Hartford, Ct, Us

East Hartford, Connecticut, United States

Overseeing the Member Sales and Service Center for the largest credit union in the state of Connecticut. Creating and articulating a sales and service strategy that consistently provides a competitive edge in the marketplace, building organizational capability through effectively responding to members' immediate and long-term needs, responsible for the overall productivity and effectiveness of the MSSC as measured by our members. Accountable for employee engagement by creating and cultivating a positive culture, directing and supporting the development of leaders across all levels of the team.

125 Lasalle Road West Hartford, Ct 06107

I assist residential customers with the sale and purchase of their homes in the state of Connecticut, utilizing the skills I've acquired in my years of work in insurance to provide an exceptional experience for all involved. Having fully remodeled my own home, I bring my passion for design and envisioning what could be.• Licensed Salesperson in Connecticut• Maintain knowledge of all federal and local laws and best practices regarding real estate, as well as current shifting market conditions• Member of National Association of Realtors, Connecticut Association of Realtors and Greater Hartford Association of Realtors• Determine clients’ needs and financial position to propose solutions that best suit them• Effectively use marketing tools and techniques to earn clientele and sell properties• Perform comparative market analysis evaluations to properly assess property values• Display and market real property to potential buyers• Promote sales through advertisements, open houses and listing services• Partner with appraisers, lenders and home inspectors• Develop networks and cooperate with attorneys, mortgage brokers and contractors• Demonstrated interpersonal, communication and customer service skills; ability to anticipate client’s wants and needs• Negotiate contract terms and prepare necessary paperwork

Hartford, Connecticut, United States

I led Business and Personal Insurance Cash Remittance, Loss Sensitive Receivables and Customer Account Operations teams within Enterprise Billing and Receivables Management. overseeing the billing of $4B loss sensitive business, intake of billions of dollars in receivables from Travelers personal and business customers and dividend handling. I ensured we met all regulatory and compliance requirements, drove overall efficiencies within multiple units through process improvements, automation and sourcing initiatives and sponsored engagement efforts throughout the EBRM division.

Hartford, Connecticut Area

I oversaw the billing of $4B annually within the Loss Sensitive Receivables Management team. I led the organization through changes of operationalizing, optimizing and streamlining work, establishing a centralized Quality unit, productivity measurements/expectations and organizational restructuring, improving workflow efficiencies by 35% year over year, while creating opportunities to promote from within.

Windsor, Ct

I was promoted to this role within Claim Customer Services, directly managing frontline customer service representatives as well as Unit Managers. I led day to day operations for approximately 100 employees in the Claim Customer Services Call Center; leading one of four Travelers' Notice of Loss call centers across the country. I oversaw the hiring and development of hundreds of customer service representatives, trainers, workforce specialists and managers. Aligned resources to ensure we consistently met and exceeded quality and handle time goals, with a strong emphasis on delivering an exceptional customer experience. I led a national Unit Manager Optimization project, which identified significant ways to streamline work and establish consistency between site locations and partnered with our Claim field team on the launch of a Pre-Claim Consultation program to provide better guidance to our customers. I also led Travelers' Customer Advocacy team, responsible for all monitoring of and responses from the company's social media sites.

Windsor, Ct

I led a frontline team of 12-15 customer service representatives in the First Notice of Loss Claim Customer Service call center. This team began as a pilot for a new eWork initiative in Windsor, and, proven successful, launched a full countrywide eWork program.

Hartford, Connecticut Area

I successfully led a team of 10-22 within the individual annuity/financial services area on the handling of death claims and liquidations, ensuring that all financial work was completed nightly. Fully responsible for hiring, coaching and developing staff. I worked on several company-wide initiatives including a Six Sigma Efficiency project for death claim handling. As a graduate of the company's first leadership development program, I was invited to join the leadership steering committee and also led a department recognition team. I also helped establish and train a business continuity team in Woodbury, MN and a Work at Home program.

Bachelors, Psychology

Minor in Art History; Worked fulltime while a fulltime student.

High School Diploma

Activities and Societies: National Honor Society, Amnesty International, Art Club, Special Olympics, Weekly tutoring at San Juan Center.