Lisa Ashmore, Au Email and Phone Number

My primary goal is for clients to receive effective, practical insurance solutions, by knowing the coverage details of each contract. A comprehensive analysis of your insurance program will contribute to the long-term financial success of your business.

Marketed and serviced a large commercial book of business. Implemented a database conversion from AMS/AFW to the AMS360 platform. Lead a project to analyze the Personal Lines book of business and restructure the business model for the entire department. Completed a phone report study, to determine call volume and negotiated a new contract. Created a copier/printer savings plan and made recommendations on a new contract. Researched regulatory compliance for Flood Rebates, eDiscovery, and HIPAA electronic transactions. Responsible for various monthly data integrity reports. Setup and maintained company website, LinkedIn and Twitter accounts. Employee of the year in 2008 and 2006.

Identified and calculated the risk of loss for small to midsize commercial property and casualty accounts, determined acceptability, price and terms of coverage based on the individual characteristics of each insured. Expanded technical skills through weekly training sessions while mentoring junior underwriters.

Improved customer service with established accounts, negotiated cross selling for additional lines of business, streamlined application processing by collaborating with home office on policy tracking, completeness and accuracy.