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Lisa Tulloch is a seasoned insurance professional with extensive experience in commercial insurance, customer service, and risk management. She has worked with various insurance companies, including Gulf Coast Underwriters, Swafford Insurance Group, and Palm Beach Insurance Central, Inc. (PBIC) - Clark, Oen, Johnson & Fischer, Inc., where she held positions such as Commercial Account Manager, Commercial Specialist, and Commercial Lines CSR. She holds a degree in Insurance from St. Petersburg College and is certified as an Insurance Customer Representative by the State of Florida.

Credentials

  • Insurance Customer Representative
    State of Florida
    Jan, 1994
    - Apr, 2026

Experience

    • Commercial Account Manager
      • May 2017 - Jan 2019
      • Tampa, Florida

    • Commercial Specialist
      • Apr 2016 - Feb 2017
      • North Tampa

  • LaPlante Agency
    • Clearwater, FL
    • Commercial Account Executive
      • Jan 2013 - Jan 2016
      • Clearwater, FL

      Processing/reviewing/sending insurance policies, complete Acord applications along with company specific & surplus lines applications; marketing of renewals and new business, rating/quoting, endorsements, certificates, etc. Client and company contact, providing customer service and answering questions

  • Whiting Agency
    • Spring Hill, FL
    • Personal Lines Account Manager
      • Aug 2011 - Dec 2012
      • Spring Hill, FL

      Process insurance policies, new business & renewal quotation/marketing, Auto, Homeowners, Umbrella, Flood, Boat/Watercraft and more, endorsement ordering and on-line processing, expiration lists and new business info collection, quotation & presentation.Client and company contact, via phone & in person, providing customer service, answering questions, etc.

    • Commercial Lines Underwriter
      • May 2011 - Dec 2011
      • Tampa, FL

      Processed New Agent Contracts, reviewed & submitted Acord/supplemental applications to obtain quotations for various agents for the MGA, processed proposals, computer input for all new agents, producer/agent contact via email, phone calls, fax, checked & mailed policies, processed endorsements and various other Brokerage tasks.

    • Commercial Account Executive
      • Apr 2006 - Nov 2009
      • Clearwater, FL

      Processed insurance policies, completed Acord, company & surplus lines applications; marketing of renewals and new business, rating/quoting, endorsements, certificates of insurance, renewal & new business proposals, etc. Client and company contact, providing customer service and answering questions

    • Commercial Account Executive
      • Jan 2004 - Apr 2006
      • Tarpon Springs, FL

      Processed insurance policies, completed Acord, company & surplus lines applications; marketing of renewals and new business, rating/quoting, endorsements, certificates, etc. Client and company contact, providing customer service and answering questions

    • Front End Supervisor
      • Jul 2002 - Apr 2003
      • Herkimer, NY

      Opening and closing front end registers and self check-outs Supervising employees Service desk customer service representative Western Union transactions

    • Commercial Account Executive
      • Nov 1999 - May 2000
      • West Palm Beach, FL

      Processed insurance policies, applications; marketing of renewals and new business and rating/quoting Client and company contact, providing customer service and answering questions

    • Commercial Lines CSR
      • Aug 1986 - Aug 1999

      Processed/revised insurance policies, completed Acord, company & surplus lines applications; marketing of renewals and new business, rating/quoting, endorsements, certificates of insurance, renewal & new business proposals, etc. Client and company contact, providing customer service and answering questions

    • Systems Administrator / Operations Manager
      • Aug 1986 - Aug 1999

      Maintenance and administration of (11) User Delphi/Redshaw Master Insurance Management System using Wang Terminals. Maintained, updated and installation of updates/upgrades, new programs and office hardware.It was my responsibility to handle any & all problems that occurred concerning the computer systems hardware or software programs. Between 1989-90, the Agency Management System was upgraded to the Delphi/Redshaw Insurance Agency Management System, Elite v5.0

    • Personal Lines CSR
      • 1987 - 1988
      • West Palm Beach, FL

      Process insurance policies, new business & renewal quotation/marketing, Auto, Homeowners, Umbrella, Flood, Boat/Watercraft, etc, endorsement ordering/processing including on-line processing, expiration lists and new business information collection, quotation & presentation. Client and company contact, via phone & in person, providing customer service, answering questions, etc.

    • Receptionist – Office Assistant
      • 1986 - 1987
      • West Palm Beach, FL

      Answering phones, filing, Certificates of Insurance and basic office activities

Education

  • 1978 - 1980
    John I Leonard High School
  • 2017 -
    St. Petersburg College
    440 to 220 License Conversion, Insurance
  • Pasco-Hernando Community College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance and Risk Management”

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