Lisa Whittington, ARM, AU, CIC, AINS, AIS, CISR 1206 NE 102nd Court, Kansas City, MO 64155 p: 816.800.1140 | e: lisawhittington14@gmail.com

PROFILE: I am seeking a new opportunity with a dynamic, positive, team centered company where I can further my skills and assist others more fully.

As a professionally licensed Property & Casualty Broker, I have spent over 19 years in the industry focusing on the needs of clients. I am experienced in managing and marketing insurance programs for a broad range of businesses including small business to large national electrical and label manufacturers, telecommunication companies, Class 1 and regional railroads, drayage and long haul trucking companies, real estate and milling clients whose programs range from simple guaranteed cost to more complex larger retention structures. I am comfortable working within and for all levels of organizations ranging from the business owners, c-suite, risk managers, corporate counsel, to daily certificate managers and the accounting teams. I provide assistance in making decisions on how to protect their most valuable assets and, as a result, secure their bottom line. I seek to keep current with insurance market trends, learn about emerging business exposures, understand newly developed insurance products and build strong relationships with underwriters, clients, and internal customers. I am successful retaining a strong list of high profile clients while building my growing book of business.

STRENGTHS & SKILLS:I use mindfulness to help me to maintain a positive attitude in an often chaotic and rushed environment. I am respectful of others and take pride in caring about those I work for and with to promote a good team atmosphere.

I was responsible for training associates who joined the National Accounts team and enjoyed being an internal resource to all Lockton offices when involved in new business opportunities or questions from current clients as respects to anything “rail” related.

● I am experienced in Microsoft Office Word, Excel, PowerPoint, PeopleSoft, Outlook, Applied Agency Management System, ImageRight.

● I have excellent team management, time management, communication, negotiation and organizational skills.

WORK EXPERIENCE: Lockton Companies, LLC 9/2001-2/2016 Assistant Vice President, Account ExecutiveI started in the Trucking Unit and then moved into Small Business, Enterprise Business and was recruited to the National Account unit about twelve years ago. I served as team lead on my book of business coordinating all internal services; including the overall account management, loss control, claims and risk management for a growing book of business of just under $1M in revenue and $24M in premium. My duties included:

● Partnered with clients to assist in their risk management goals and objectives and tailored insurance programs designed to meet their needs

● Maintained open communication with clients on a regular basis● Marketed and re-marketed renewal policies, including preparing insurance

submissions for all lines of coverage, sending to carriers, ongoing discussions with underwriters, negotiation of terms and conditions

● Designed coverage towers for clients seeking up to $1 billion in liability and $300 million in property

● Worked closely with risk managers, wholesalers, brokers, captive managers, insurance and reinsurance companies in Bermuda and London marketplace

● Facilitated underwriter meetings in London, Bermuda, Canada, NY, Atlanta, RIMS, and RIMA

● Prepared renewal proposals and presentation to clients in both the U.S. and Mexico● Provided bind orders and, upon receipt of policy, final policy review to ensure

accuracy● Coordinating all internal service teams; account management, loss control, claim,

risk management, to ensure each client’s insurance needs were met or exceeded ● Assisted in reconciling annual policy audits ● Maintained Open Items list for each client and reviewed with them on a regular

basis (monthly or quarterly)● Coordinated with fronting companies to place local and admitted coverage in

Mexico ● Engaged captive manager to issue captive policy for submission to reinsurers ● Conducted internal team meetings ● Prepared and presented miscellaneous client reports as needed; Stewardship, Total

Cost of Risk, Insurance Summary of Policies, Claim Summaries, RFP’s, etc. ● Prepared Billing instructions for account administrator and handling certificate

requests as needed ● Contract review● New business reviews for coverage and pricing analysis. ● Assisted as needed for Captive Feasibility Studies in conjunction with our Risk

Analysis team

Arthur J. Gallagher & Co/Alternative Risk Services 7/1999- 9/2001Account Administrator/Program AdministratorAfter graduating from college with a degree in insurance, I learned the real world application of insurance, obtained my professional license and assisted an account manager in servicing many different types of smaller accounts including moving companies, not for profits and country clubs. Duties included handling certificates, endorsements, checking policies, billings, preparing summaries, and all other duties as requested by the account manager. I also obtained my CIC and CISR designations. ARS separated from AJG and I worked on workers compensation programs. I served as a point of liaison for restaurant program participants enrolling new participants and completing the annual renewal process with established clients. Managed and distributed monthly reports to program manager. Promulgated experience mods and entered them into customer profiles.

EDUCATION/DESIGNATIONS/LICENSES/CERTIFICATIONS:

● Bachelor's Degree of Businesso Risk Management and Insurance

● ARM, AU, CIC, AINS, AIS, CISR designations● Licensed Property and Casualty Agent in Missouri, Kansas and Arkansas● Hospital Corpsman Certificate, U.S. Navy Veteran● CPR with AED and First Aid

INTERESTS:● Advocating for Children in Foster Care

REFERENCES PROVIDED UPON REQUEST