Lisa Ann Leader
Pembroke
Overview
36
36
years of professional experience
Work History
Concierge Agent
Hamilton Princess & Beach Club
04.2025 - Current
- Help guests with inquiries, reservations, and recommendations, such as booking restaurants, tours, transportation, and entertainment.
- Problem Solving: Address guest concerns, complaints, or special requests promptly and effectively.
- Stay informed about local attractions, events, and services to provide up-to-date information to guests.
- Handle check-ins, check-outs, and maintain guest records.
- Special Requests: Arrange for special accommodations, such as transportation or room preferences, and assist with packages or mail.
- Work closely with other hotel departments (housekeeping, front desk, etc.) to ensure a seamless guest experience.
Underwriting Assistant Financial Lines - Contract
Hamilton Re
10.2023 - 12.2024
- Processing submissions, prepping quotes and binders for issuance
- Preparing policies for underwriting review and issuance
- File maintenance, manage the accuracy and consistency of booking premiums in the underwriting system for monthly reporting
- Attend underwriting meetings
- Liaise with brokers
- Assist with ad hoc projects as required
Underwriting Assistant Property- Contract
Sompo International
12.2022 - 02.2023
- Assist with the underwriting process including the review of submissions, downloading modelling data and preparing/organizing information in the underwriting system
- Attend underwriting meetings
- Liaise with brokers
- Prepare policy documentation
Broker Assistant Casualty– Contract
Beecher Carlson
11.2022 - 11.2022
- Create renewal folders
- Invoice and bill insurance placements
- Track policy issuance/outstanding premiums
Technical Assistant Excess Casualty
Group Ark Insurance
08.2021 - 10.2021
- Processed casualty submissions and maintained submission Account Log
- Policy wording comparison, preparing policy for underwriting review and issuance
- File maintenance, data entry into underwriting system for underwriter review
Insurance Assistant Casualty
Bowring Marsh Bermuda Limited
01.2018 - 07.2021
- Processed casualty submissions and send to underwriters
- Assist underwriting team with meeting preparations
- Obtain, review and transmit quotations, binders and policies
- Invoice processing and tracking premium receivables, and outstanding balances
- Ensure fees are invoiced and received
- Responsible for following up on any open items, subjectivities or policies
- Monitor the receipt of policies from insurers
- Check the accuracy of policies and request corrections
- Transmit policies to client and Marsh Global team
Administrative Underwriting Assistant Global Property- Temp
Axis Specialty Limited
02.2017 - 12.2017
- Processed property submissions and maintained submission Account Log
- Drafting and emailing modelling data for London Cat Team for underwriter review
- Drafting quotes, binders and property pricing templates for underwriter review
- Preparing policies and Endorsements for Underwriter signature and Issuance
- Process updates for underwriting data base
- Maintaining Diary log and File maintenance
- Review and sign off on Daybook for any booking discrepancies
Policy Owner Service Representative – Temp
BF&M Insurance Company
07.2016 - 11.2016
- Responsible for daily printing, checking and mailing of Term Life, Whole Life, and Universal Life invoices and statements. File maintenance, data entry amendments to customer policies.
- Scanning and logging terminations, withdrawals and control totals for pensions department, preparing files for central filing.
Underwriting Assistant
Chubb Atlantic Indemnity Ltd.
02.2005 - 02.2016
- Responsible for processing and issuing professional and casualty excess policies and endorsements, booking all premiums and reconciling outstanding issues.
- Processed all submissions into appropriate Chubb systems for professional and casualty business. Issued NDA's for prospect insureds and BOR letters for new brokers and filing electronically.
- Maintained insured underwriting database for both lines of business. Followed up with brokers for outstanding documents and/or premium discrepancies as required.
- Maintained new business prospects and renewal business tracking and monitoring tools daily and provided clerical support to underwriters, assisting with quotes and binders, scanning, photocopying.
- Provided back up support, as required for punitive damages underwriter, Managed stationary/office supplies, and other receptionist duties.
Technical Assistant Reinsurance
Axis Specialty Limited
07.2004 - 01.2005
- Prepared and issued quotes and binders
- File maintenance
Underwriting Analyst
Inter Ocean Reinsurance Limited
01.2000 - 07.2004
- Prepared Reinsurance documents and financial documents for board meetings
- Assisted with travel arrangements and scheduling marketing social events
- Assisted with account payable
- Provided back up support, as required, for receptionist, file maintenance
Underwriting Technical Assistant
XL Insurance Company, Ltd
02.1990 - 01.2000
- Prepared and issued quotes & binders
- Booked premium and prepared and issued policies
- Liaison with brokers for outstanding documents
- File maintenance
Education
(AINS)Associate - General Insurance
Bermuda Insurance Institute
Bookkeeping - Department of Business Studies
Bermuda College
Bermuda Secondary School Certificate - GCE ‘O’ Level (English Language), RSA Arithmetic
Warwick Secondary School
Skills
- Proficient in Outlook, Lotus Notes, MS Word, Excel, BEAM, OPERA
Timeline
Concierge Agent
Hamilton Princess & Beach Club
04.2025 - Current
Underwriting Assistant Financial Lines - Contract
Hamilton Re
10.2023 - 12.2024
Underwriting Assistant Property- Contract
Sompo International
12.2022 - 02.2023
Broker Assistant Casualty– Contract
Beecher Carlson
11.2022 - 11.2022
Technical Assistant Excess Casualty
Group Ark Insurance
08.2021 - 10.2021
Insurance Assistant Casualty
Bowring Marsh Bermuda Limited
01.2018 - 07.2021
Administrative Underwriting Assistant Global Property- Temp
Axis Specialty Limited
02.2017 - 12.2017
Policy Owner Service Representative – Temp
BF&M Insurance Company
07.2016 - 11.2016
Underwriting Assistant
Chubb Atlantic Indemnity Ltd.
02.2005 - 02.2016
Technical Assistant Reinsurance
Axis Specialty Limited
07.2004 - 01.2005
Underwriting Analyst
Inter Ocean Reinsurance Limited
01.2000 - 07.2004
Underwriting Technical Assistant
XL Insurance Company, Ltd
02.1990 - 01.2000
Bookkeeping - Department of Business Studies
Bermuda College
Bermuda Secondary School Certificate - GCE ‘O’ Level (English Language), RSA Arithmetic
Warwick Secondary School
(AINS)Associate - General Insurance
Bermuda Insurance Institute