Lisa Scheffler
Plymouth Meeting
Summary
Accomplished Insurance Professional with a vast skill set and more than 22 years of experience in multi-line package, specializing in the Life Science Industry.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Associate Director, Client Service & Delivery
Willis Towers Watson
12.2015 - Current
- Life Science Specialist with clients in the Pharmaceutical, Medical Device and CRO fields
- Professional who develops and manages client relationships, account strategies and insurance marketing activities
- Provide coverage and program design advice and expertise to client; make recommendations regarding program improvement
- Provide outstanding and timely support to clients daily
- Development and execution of a client service plan, taking a proactive approach to providing the best possible service for our clients
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Delivered prompt service to prioritize customer needs.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Account Executive Officer, Medical Technology
Travelers
03.2010 - 09.2015
- Underwrote and analysed new and renewal Life Science accounts to determine the degree of risk involved and the proper premium for acceptable risks.
- Developed and maintained an $8M book of business which consisted of accounts ranging from $100K to $2M in total premiums.
- Acted as a trusted advisor to build, maintain and manage client and producer relationships while successfully promoting mutual growth and profitability goals.
Excess & Surplus Property Underwriter
XL Insurance
07.2007 - 02.2010
- Responsible for placement of new and renewal business while determining insurability based on corporate guidelines and standards.
- Managed insurance marketing activities in specific territories to ensure production level met new business goals.
- Utilized risk assessment software and tools to develop exposure levels and ratings while determining appropriate premiums.
Education
Bachelor of Science - Business Management / Marketing
LaSalle University
Philadelphia, PA05.2002
Skills
- Analytical Thinking
- Strong Communication
- Organization
- Problem Solving
- Negotiation
- Key relationship management
Certification
- ARM / 2015
- CPCU / 2007
- ASLI / 2007
- Commercial Producer License / 2005
Timeline
Associate Director, Client Service & Delivery
Willis Towers Watson
12.2015 - Current
Account Executive Officer, Medical Technology
Travelers
03.2010 - 09.2015
Excess & Surplus Property Underwriter
XL Insurance
07.2007 - 02.2010
Bachelor of Science - Business Management / Marketing
LaSalle University