Executive Risk Management Consultant
Lisa collaborates with her real estate clients on their risk management strategies and insurance needs. Most often this is as a risk manager to commercial real estate owners, investors, and developers with occupancies in retail, lab/office, warehouse, and distribution, habitational, and commercial condominiums. She provides contract review support and policy procurement services to her clients. Lisa also works with real estate developers on construction-related insurance decisions, including builders’ risk property coverage and construction liability programs.
Before joining CHRA, Lisa was a Managing Director and Account Executive for Crystal and Company, a leading strategic risk and insurance brokerage. Lisa also worked as a Vice President and Risk Manager for CWCapital Asset Management. There Lisa was heavily involved in the insurance procurement for the firm’s foreclosed real estate owned (REO) portfolio with total insured values in excess of $16 billion dollars. In particular, Lisa led the insurance risk review for hospitality/resort and habitational occupancies.
Lisa spent 11 years in claims management for Amica Mutual Insurance Company, focusing on coverage review, claims adjustment, audits, and litigated claim strategy. As a licensed insurance advisor, she has also been involved in advising her clients on financial lines of insurance such as management liability, cyber/network security, professional liability, and other insurance procurement touching all lines of insurance business.
Lisa holds various Insurance Designations: Chartered Property Casualty Underwriter, Associate in Risk Management, Associate in Insurance, and Associate in Claims.