Lisa Wilson Email & Phone Number

Sacramento, California, United States

USI is a leading local and national insurance brokerage and consulting firm delivering customized property and casualty, employee benefits, personal risk, and retirement solutions throughout the United States.My team analyzes client business issues and challenges leveraging USI ONE™, a proprietary platform integrating analytics, networked resources and strategic planning to deliver highly customized solutions with economic impact.

Roseville, California

As a Construction and Agriculture Risk Advisor (Broker) with Bender Insurance Solutions, I serve clients throughout the western states by focusing on enhancing their value and influencing strategies to support their growth and success. Together, with our clients and partners, we: - Evaluate traditional and emerging risk financing choices to create the greatest client value- Leverage risk management tools to reduce WC claims costs and improve X-mods- Educate key personnel on safety and risk management processes - Deliver on the Surety & Bonding needs for public works and commercial contracts- Deliver exceptional service through highly trained and responsive account managers- Have fun in the process!My intent is to be part of your team and support your organization's success now and into the future.

Sacramento, California Area

Partnered with agencies to help them successfully grow their Personal Lines, Commercial Lines, Farm and Life book! • Delivered results through knowledge of agency operations, educational focus and strong service.• Exceeded plan for 2017 New CL DWP, New Small CL DWP and Fixed Life Premium.• 2017 Sales Associate of the Year (one of five selected across the Nationwide P&C sales organization).

Sacramento, California Area

• Facilitated communications for leaders and associates, including managing the quarterly All Associate Meetings, the monthly email update and ad-hoc communications.• Sponsored the summer intern program including hiring and managing the interns.• Co-led the Western All Women Associate Resource Group with over 140 members. Managed multiple development and networking experiences, culminating in the well received 2015 All Women Summit for associates and agents in Sacramento.• Participated in the 2015 Leadership Development Program and mentored an Emerging Leader Program participant.

Sacramento, California Area

• Provided leadership and technical guidance to the region's two CL Portfolio underwriters.• Managed case studies for automated underwriting protocol review. • Led the creation of a proprietary coverage form for Auto Dealerships.• Co-chaired the regional United Way Kick-off.• Partnered with pricing and led the development of the BA frequency based experience rating plan.• Improved our Contractors’ General Liability coverage and built the underwriting training plan. • Engaged in peer mentoring, onboarded new team members and supported the intern program.