Lisa Guess Email & Phone Number

Dallas/Fort Worth Area

Pre-underwriting on all personal lines new business, oversee underwritingguidelines, act as an intermediary for carrier questionsNew member orientation and trainingAssist member agents in obtaining direct carrier appointments and initiateand monitor book transfersReviewed and tracked loss ratios and productionRate & finalized personal lines quote request submitted by member agents,issue policies in carrier system, set up in agency management systemReview new business apps for accuracy and completionManaged members Ezlynx carrier access, defaults and loginsProcess endorsements as receivedDistribute policy decs and noticesAssisted in planning of annual network meetings for 100+ attendees

The Colony, Texas

Inside Sales of auto, home, life, health and financial products Process endorsement request, file claims, assist with billing questions andissues

Richardson, Texas

Entered Statements of Values for account renewals and new prospectsSubmissions for new prospectsEntered prior carrier information, declined prospect files per underwriters request in CIFCreated loss runs reports and distributed to brokersPolicy Distribution, Claim Registration, Created Renewal Files