Lisa Cooper

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Lisa has been in the financial institution and real estate investment segments of risk management since 1985.  She is a licensed insurance agent for both admitted and surplus lines business in 40+ states and has achieved and maintained her CIC credentials demonstrating her commitment to excellence in this demanding industry.  During her 30+ years in the business she has:

• Organized the opening of an administrative field office for a national MGA;
• Performed in the role of Marketing Manager for a brokerage office introducing a new product line and developed over $2M of premium through direct sales in the first twelve months;
• Formed a full service agency operation with outsourcing services for financial institutions, this organization later sold to an MGA that remains active in the marketplace today;
• Developed a relationship with Lloyd’s, London that has led to tribunalization of two different agencies enabling binding authority status, IRS is currently operating under an agreement that Lisa negotiated;
• Managed the real estate division underwriting function for a $100M book of business within a national distribution footprint. Lisa has strong expertise in underwriting and managing coastal risk

Lisa’s Strengths Include:

• Collateral Risk Analysis
• Product Development
• Program and Market Integration
• A strong understanding of the financial institution sales process and selling environment

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