Lisa Simon, CISR, Account Manager
Lisa's primary responsibility is to work along side the risk manager in delivering KMRD’s Service Plan to you.
Lisa works closely with the Risk Managers to deliver KMRD’s service plan and she is the first person to review all of the papers and inquiries KMRD receives that impact your business. She also provides day-to-day services on her portfolio of accounts ensuring all questions and needs are addressed promptly and professionally.
Lisa started in the insurance industry in 1995.
Disciplines
- Day to Day Servicing
- Policy Quality Control
- Coordination of Services
Education
- Licensed Insurance Agent
- Certified Insurance Service Representative designation from The National Alliance for Insurance Education & Research
- Kutztown University of Pennsylvania
Other Interesting Information
- In her spare time, Lisa enjoys spending time with her family and enjoys cheering on her two children from the sidelines.
- Lisa enjoys volunteering at the local soup kitchen.
- Lisa was the first employee hired for the Limerick Office to start the small business division.
- Lisa has worked with Bob Lickfeld for over 26 years