Lisa serves as a Benefit Analyst. Lisa works closely with our Consultants and Account Executives to solve for effective solutions to the challenges our clients face as they implement and manage their benefit programs. She also manages the renewal and budgeting processes for our clients.
She utilizes financial tools and carrier data to assist clients with their day-to-day needs. Lisa’s attention to detail and organizational skills help her meet deadlines for the client and the carrier.
She also analyzes renewal rates, claims, and premium increases to ensure competitive pricing. Lisa has over 11 years of carrier experience, and 5 of which she specialized in underwriting.
Rules to live by? Do what you love, love what you do.
Favorite Book? The Five People You Meet In Heaven – Mitch Albom
Favorite superhero? Hulk
Dream car? Seriously any Mercedes would be great
Best advice you’ve ever received? From my Aunt. “Treat others the way that you want to be treated, and you will receive it back 10-fold”