Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Lisa Rodriguez has been working in the insurance industry for over 25 years. Since 2000, she has been with Brown & Riding (formerly Alexander Morford & Woo prior to merging with B&R in 2010). She started in an entry-level position and worked her way up to broker in roughly six years’ time.
Rodriguez has achieved significant growth during her tenure and established the company’s small business unit, characterized by high volume, low cost, and high profitability. She manages thousands of accounts and has been a company principal since 2011. Additionally, Rodriguez is an expert in sexual abuse and molestation (SAM) coverage. In 2023, she published an article on the topic and hosted a webinar discussing best practices and available coverages in the evolving SAM space.
Rodriguez has always been actively involved in the insurance community. She was recognized as one of Insurance Business America’s Elite Women in 2019. She teaches continuing education courses on EPL and management liability and is an expert on the D&O exposures plaguing non-profit organizations.
Rodriguez has been teaching CE courses for over 15 years. She is an active member of the Professional Liability Underwriting Society and Independent Insurance Agents and Brokers of King County.
600 University Street, Suite 3000, Seattle, WA 98101
206 816 6725
lrodriguez@brcins.com
linkedin.com/in/lisa-rodriguez-0a224811
brownandriding.com
Lisa Rodriguez
Principal, Senior Vice President, Non-Profits: Human Services Practice Leader
Brown & Riding
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Bio
Milestones
Profile
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Bio
Milestones
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Bio
Milestones
“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
1999
2000
2011
2019
2023
Began her insurance career
1999
Joined Alexander Morford & Woo, which merged with Brown & Riding in 2010
2000
Became a Brown & Riding shareholder
2011
Named among Insurance Business America’s Elite Women
2019
Featured member of IIABKC
2023
Milestones
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones