Lisa Lewis
Ar Rimal,K.S.A
Summary
Accomplished professional specializing in client relationship management and strategic risk advisory, enhancing operational efficiency through technology integration. Proven leadership and team-building capabilities, promoting effective engagement with carriers and brokers. Skilled in strategic planning and communication, dedicated to driving organizational success.
Energetic employee well-versed in strong communication and organisation skills. Seeks solutions to problems and applies extensive analytical knowledge to findings. Adept at multi-tasking, leading group discussions and managing projects.
Resourceful employee with outstanding knowledge to develop and maintain healthy customer pipeline. Consistently works to attract new business opportunities. Talent in administrative oversight, recruitment processes and customer service improvements.
Overview
12
12
years of professional experience
Work history
Senior Client Account Manager
Partners Risk Services, LLC
Atlanta, Georgia
12.2023 - Current
- Manage nationwide portfolio of several hundred small to large business accounts, with deep expertise in construction and hard-to-place risks.
- Develop team protocols, training guidelines, and service standards that increased client retention and satisfaction by 40% within one year.
- Oversee end-to-end financial operations—including financing, invoicing, billing, and collections—enhancing process accuracy, cash-flow performance, and overall account integrity.
- Optimize marketing and placement strategies, negotiating policy terms and strengthening high-value relationships with underwriters and brokers to secure competitive coverage solutions.
- Provide strategic risk advisory, analyzing exposure and recommending mitigation plans that strengthened long-term client partnerships; successfully expanded higher-tier coverage for 60% of clients in 2024.
- Lead biannual loss control planning and facilitate proactive client engagement to reduce exposure, improve safety performance, and safeguard organizational assets.
- Develop and implement comprehensive loss control and safety initiatives, advancing compliance, reducing claim potential, and supporting client operational resilience.
- Managed high-profile accounts, ensuring satisfaction and retention.
- Monitored customer activity to recognise account growth possibilities.
Client Account Manager
Pointe North Insurance Group
Atlanta, GA
05.2021 - 12.2023
- Managed $6M+ middle-market portfolio spanning financial institutions, hospitality, legal, and construction sectors.
- Prepared and presented renewal options and coverage analyses, conducting mid-term consultations to strengthen client relationships and retention.
- Directed client billing, invoicing and premium finance processes to ensure accuracy and compliance.
- Collaborated with producers and account teams to optimize renewal execution and service delivery.
- Fostered positive relationship with clients through effective conflict resolution strategies.
- Negotiated contracts with new and existing clients to secure lucrative deals.
- Built strong relationships with key clients by consistent communication and problem-solving.
Senior Client Service Manager
Arthur J. Gallagher & Co.
Atlanta, GA
10.2020 - 05.2021
- Served as primary client advisor for large public utility accounts across Southeast.
- Managed 300 top level client portfolios with bi-monthly analytical reports reviewing loss control and risk management
- Delivered strategic risk analysis, market placement, and underwriting guidance during hard market cycle.
- Supported captive insurance program administration to optimize coverage and cost efficiency.
- Maintained executive-level relationships, ensuring responsiveness and trusted advisory support.
Client Manager
Tanner, Ballew and Maloof, Inc.
Atlanta, GA
03.2014 - 08.2018
- Oversaw servicing for 75+ middle-market commercial accounts across hospitality, manufacturing, and service industries.
- Directed policy renewals, coverage negotiations, and client presentations to maximize protection and value.
- Managed client billing, certificates, and policy documentation, ensuring accuracy and compliance.
- Prepared detailed reports to support decision-making processes.
- Partnered with executive leadership to deliver strategic account solutions and maintain high client retention.
- Actively participated in team meetings with innovative ideas contributing to strategic planning.
- Conducted market research for deeper understanding of industry trends and competition status.
Education
P&C Insurance License - CISR
State of Georgia
Georgia / United StatesM.S. - Teaching & Learning (Strategic Business Management)
Colorado State University
Colorado / United StatesB.S. - Business Administration (Marketing, Economics)
University of Denver
Colorado / United StatesSkills
- Client relationship management
- Strategic risk advisory
- Carrier and broker engagement
- Operational excellence with technology
- Communication skills
- Team building
- Leadership
- Strategic planning
Websites
Timeline
Senior Client Account Manager
Partners Risk Services, LLC
12.2023 - Current
Client Account Manager
Pointe North Insurance Group
05.2021 - 12.2023
Senior Client Service Manager
Arthur J. Gallagher & Co.
10.2020 - 05.2021
Client Manager
Tanner, Ballew and Maloof, Inc.
03.2014 - 08.2018
P&C Insurance License - CISR
State of Georgia
M.S. - Teaching & Learning (Strategic Business Management)
Colorado State University
B.S. - Business Administration (Marketing, Economics)
University of Denver