Lisa Gibson Email & Phone Number

Greensboro/Winston-Salem, North Carolina Area

Daily work includes assisting the Branch Manager with the financial well-being of the Service side of theNC Security & Fire branch and the jobs associated with the Service operations, i.e., Planned ServiceAgreements and L&M business.* Responsibilities include scheduling NFPA 72 (Fire), CCTV and Card Access inspections for the teamlocated in Greensboro, Charlotte, Raleigh, Wilmington, and Tri-Cities, TN areas.* Coordinate subcontractors for NFPA 25 inspections (Sprinkler), Fire Extinguishers, Industrial Systeminspections, and Restaurant System inspections.* Daily work includes dispatching of service calls, billing, collections, Contract Booking and vendorinvoicing.* Investigation of issues to include: Daily financial reports, Accounts Receivables, Accounts Payables andinternal errors.

Daily work includes gathering illustrations from insurance carriers that enables the review of lifeinsurance policies for soundness and longevity to meet the goals and objectives of the client’s IrrevocableLife Insurance Trust. Maintenance of client relationships, when necessary, to explain cash values,premium payments and type of policy purchased.* Assist Trust Advisors with client interaction as well as reviewing various options the client or Trust hasfor the benefit of the Trust and it‘s beneficiaries.* Responsible for large projects involving mail merges and organization of the follow up necessary tocomplete the job.

Daily work includes assisting the Branch Manager with all aspects of the financial well-being of thebranch and the jobs associated with the Systems operations, i.e., installing HVAC controls onconstruction and retrofit projects.* Supporting key administrative processes at the branch level for project managers and associated salesteams. Organize and maintain all subcontractor documentation. Coordinate invoice processes,generate subcontracts, safety documents and release of payments to the subcontractors and associatedinvoices in Accounts Receivables.* Assist the project managers in completing project schedules and billing, as well as contacting andcollecting payments from owners and contractors.

Daily work included lead generation, presentation development, and technology assistance tocustomers. Created and maintained the database for clients purchasing franchises and for trackingsales of the products.

Daily work included pre- and post-sale marketing, presentation development, case preparation, leadgeneration, alliance building, technology assistance and training, tracking progress with the use ofgraphs, charts and database management, facilitating seminars.* Broad understanding of insurance operations, products, and concepts with the ability to applymarketing strategies and systems.* Assisted producer with all aspects of selling and maintenance of client relationships, enhancingcustomer satisfaction. Preparation of proposals, illustrations; appointment setting; databasemanagement and all related marketing activities. Application processing direct interaction with homeoffice underwriting and servicing. Acted as a liaison for unit and detached offices, assisting them withtraining and troubleshooting activities.* Initiated studies in becoming Certified Executive Assistant, specializing in Estate Planning. Received adesignation of Certified Marketing Coordinator, specific to Principal Financial Group. Soughtknowledge through the Life Management Institute and acquired three designations of Associate,Customer Service; Associate, Insurance Agency Administration and the final designation of FLMI.

Account Management – National Account Services (Primarily Sears Corporate Locations). Managedreceivables and analyzed and coordinated all customer service issues.

Business Administration, Management And Operations

Education record

Computer And Information Sciences And Support Services

Education record