Lisa entered the Employee Benefit industry in 1999 and has worked in various Administration & Service positions on both the Insurer and Advisor/ Broker sides of the Industry. Her primary responsibilities include support processes relating to renewal analysis & formatting, plan marketing’s, policy contract amendments, insurer to insurer plan implementation & transition, claims experience reporting and various other general client admin, service & support requirements. Responding to our clients’ needs in a timely & professional manner with a focus on an attention to detail are core elements of Lisa’s skill sets & work ethic.
