Lisa Yu
@lisayu
I lead insurance service teams and complex client portfolios with strategic guidance.
United StatesWhat I'm looking for
At Marsh McLennan, I conduct annual insurance reviews and provide strategic guidance on complex placements while leading team workflow around urgent client needs.
I've managed corporate client relationships and developed risk management solutions at USI Insurance and Risk Strategies Company, coordinating with Surplus Lines markets to evaluate risks and submit accounts.
At PCF Insurance Services and James P Bennett, I led departmental operations, supported staff, partnered with senior leadership, resolved service issues, and maintained service standards.
I've delivered high-touch client service, risk assessments, quotes, and proposals at HUB International Insurance Services. Across multiple roles, I've supported transitions from TAM to Epic and used Epic reporting and system audits to improve data accuracy and efficiency.
Experience
Work history, roles, and key accomplishments
Account Executive
USI Insurance
Jul 2022 - Dec 2022 (5 months)
Developed risk management solutions for corporate executives and industry leaders. Managed relationships with a diplomatic, results-driven approach.
Account Executive
Risk Strategies Company
Apr 2021 - Jun 2022 (1 year 2 months)
Coordinated with Surplus Lines markets to evaluate risks and submit accounts. Oversaw day-to-day client needs in a fast-paced environment.
Department Manager
PCF Insurance Services
Mar 2020 - Feb 2021 (11 months)
Led day-to-day departmental operations, coordinated team workflow, and monitored service standards. Generated Epic reports and performed system audits and cleanup.
Delivered high-touch client service by proactively addressing unique client needs. Conducted risk assessments and prepared quotes and proposals.
Department Manager
James P Bennett
Aug 2014 - Aug 2015 (1 year)
Partnered with senior leadership to support departmental priorities and distribute workload. Transitioned department from TAM to EPIC.
Account Manager
Linn T Hodge & Sons
Sep 2007 - Jul 2015 (7 years 10 months)
Set carrier commissions and transitioned department from TAM to EPIC.
Education
Degrees, certifications, and relevant coursework
The National Alliance for Insurance Education & Research
Chartered Private Risk and Insurance Advisor Designation, Insurance
Chartered Private Risk and Insurance Advisor designation in process, expected completion in 2027.
The National Alliance for Insurance Education & Research
CIC Designation, Insurance
Earned the Certified Insurance Counselor (CIC) designation in 2020.
The Institutes
CISR Designation, Insurance
Earned the Certified Insurance Service Representative (CISR) designation in 2013.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Social media
Skills
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