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Lisa Pulver

Lisa Pulver

Insurance professional

Talent
Saugerties, Town of Saugerties, UlsterMember since April 15, 2025
UnderwritingRisk assessmentRegulatory complianceAccount ManagementCommunicationCustomer ServiceMicrosoft Office M365
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UnderwritingRisk assessmentRegulatory complianceAccount ManagementCommunication

About

Insurance Professions with strong background in personal lines underwriting. I have successfully managed and underwritten policies for over twenty-five years. Pursuing my bachelor's degree in business management to develop a versatile set of skills.

Experience

Personal lines Account Manager at REIS GROUP (2021-05 – Present)

  • Managed a pipeline of sales opportunities, ensuring timely follow-up and accurate forecasting of revenue projections.
  • Created customized proposals and presentations tailored to each client's specific needs and objectives.
  • Resolved escalated customer complaints or issues promptly while ensuring high levels of professionalism.
  • Managed a portfolio of personal insurance accounts, including renewals, endorsements, and new business.

Personal lines underwriter at KINGSTONE insurance co (2014-03 – 2021-04)

  • Reviewed submitted homeowners, landlords, condos, personal umbrella and canine applications for approval.
  • Reviewed inspections and send recommendation letters to the agent to follow up for completions.
  • Created training manual for the personal lines underwriting assistants.
  • Reviewed and verified accuracy of all underwriting data, ensuring compliance with company guidelines and industry regulations.
  • Analyzed and evaluated insurance applications to determine the level of risk involved.
  • Collaborated with agents or brokers to obtain additional information or clarify details on insurance applications.
  • Participated in training sessions to enhance understanding of new products, processes, or technologies related to underwriting.
  • Collaborated with sales teams to provide guidance on acceptable risks based on thorough evaluation criteria.

Education

BA in business management – Bryant & Stratton (2025)

Skills

Insurance professional

Reviews

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