Lisa Coulter Email & Phone Number

Stockton, Ca, Us

Remote

Underwrite eligible and acceptable submissions according to legislative and regulatory published rules and an insurer’s underwriting guidelines. Appointed by insurance companies to solicit applications from agents for insurance contracts or to negotiate insurance contracts on behalf of an insurer and, authorized by the insurance companies to effectuate and countersign insurance contracts. Reviewing new applicants’ and existing insureds’ risk characteristics and selecting those that match the carrier's underwriting and rating criteria. Processing & compiling of electronic documents, preparing issuing policies, processing endorsements, collecting policy premiums and being responsible for completion of regulatory reports for state or federal agencies for agents and their customers.

Assisting with the processing & compiling of electronic documents, preparing insurance policies & endorsements, administrative support with the underwriting & sales process within the commercial lines department.

Tracy, Ca

As a Liberty Mutual Insurance Personal Markets Sales Representative I build and develop client relationships within local communities to promote Liberty Mutual Insurance products including Auto, Home and Life Insurance. Responsibilities:• Sold auto, home, life and other insurance products to individuals and Affinity groups within assigned territory using consultative selling techniques.• Identified prospective customers using established lead methods.• Counsel and advised prospects and policyholders on matters of protection and coverage.• Develop and maintain business relationships with policyholders and within community.• Make group presentations to decision-makers in Affinity organizations.• Service and maintain renewal policies.• Participated in various incentive programs and contests designed to support achievement of production goals.• Meet goals for volume of quality new business quoted and written within company guidelines.

Modesto, California

Responsible for helping customers to achieve their mortgage financing goals. Consulted with customers on their financing options, selection appropriate loan products and originated residential loans. Responsible for ensuring each loan meets the customer’s needs, as well as quality and marketability requirements within the policies and guidelines of Ameriquest Mortgage Company. Provided the highest level of service in all interactions with customers. Responsibilities: • Approve loans within specified limits, and refer loan applications outside those limits to management for approval. • Meet with applicants to obtain information for loan applications and to answer questions about the process. • Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services. • Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information. • Review and update credit and loan files.

Antioch, California

Stockton, California

Fort Jackson, Sc, Tague, Korea & Fort Riley, Ks

Provide administrative support to the First Sergeant and Commander of the company. Answered telephones and promptly and courteously assist soldiers throughout the command. Maintain calendars, coordinating extensive appointments, meetings and training schedules. Responsibilities: • Typed military and nonmilitary correspondence in drat and final copy. • Employs basic principles of English composition and grammar in preparing correspondence. • Proofreads typed documents against source documents. • Assembles final product for review, authentication, or other disposition. • Prepares registered or certified mail for dispatch. • Opens, sorts, routes, and delivers incoming correspondence and messages. • Prepares suspense control documents and maintains suspense files. • Signs receipt for, and picks up registered and certified mail. • Dates and dispatches outgoing correspondence and messages. • Prepares and maintains functional files per Modern Army Record keeping System. • Receives publications, establishes and maintains publications library. • Requisitions and stocks blank forms.