Lisa Hartley

Lisa Hartley Email and Phone Number

Sr. Client Relationship Consultant at Principal Financial @ Principal Financial Group
Lisa Hartley's Location
Hood River, Oregon, United States, United States
Lisa Hartley's Contact Details

Lisa Hartley work email

Lisa Hartley personal email

n/a
About Lisa Hartley

Experienced Account Executive with a demonstrated history of working in the employee benefits industry. Skilled in Client Service and Retention, Team Building, Account Management, Healthcare, and Leadership.

Lisa Hartley's Current Company Details
Principal Financial Group

Principal Financial Group

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Sr. Client Relationship Consultant at Principal Financial
Lisa Hartley Work Experience Details
  • Principal Financial Group
    Sr. Client Relationship Consultant
    Principal Financial Group May 2024 - Present
    Des Moines, Iowa, Us
    View
  • Hub International
    Account Executive
    Hub International Mar 2017 - May 2024
    Chicago, Il, Us
    Responsible for maintaining and building client relationships, develop account management strategies; create and present presentations multiple times per year to meet a model of high standards of service & retention; work with our internal teams to deliver strategic solutions that meet our client's needs; Coordinate and lead the renewal process and ongoing service needs of the client throughout the year; maintain client compliance awareness and education; maintain carrier and vendor relationships.
    View
  • Bci Group, Inc.
    Senior Benefit Consultant
    Bci Group, Inc. May 2000 - Mar 2017
    Portland, Or, Us
    BCI Group acquired by HUB in 2017.
    View
  • Bci Group, Inc.
    Benefit Consultant
    Bci Group, Inc. May 2000 - Mar 2017
    Portland, Or, Us
    In this position I handled benefits strategy, plan design, provider negotiation, employee education and service, compliance for all size groups, including municipalities. I worked to identify new employee benefits programs to help clients execute strategies that would improve their overall organizational value.
    View

Lisa Hartley Skills

Health Insurance Account Management Customer Service Insurance Employee Benefits Customer Retention Leadership Disability Insurance Marketing Healthcare Sales Employee Benefits Design Team Building Life Insurance Telephone Skills Customer Satisfaction Health Savings Accounts Negotiation Creative Problem Solving Benefits Design Microsoft Office Health Care Reform Flexible Spending Accounts Benefits Administration

Lisa Hartley Education Details

  • Mind Body Green
    Mind Body Green
    Holistic Health Coaching
  • Mind Body Green
    Mind Body Green
    Functional Nutrition Training
  • Clatsop Community College
    Clatsop Community College
    Business Management
  • Mt. Hood Community College
    Mt. Hood Community College
    Dental Assisting/Assistant

Frequently Asked Questions about Lisa Hartley

What company does Lisa Hartley work for?

Lisa Hartley works for Principal Financial Group

What is Lisa Hartley's role at the current company?

Lisa Hartley's current role is Sr. Client Relationship Consultant at Principal Financial.

What is Lisa Hartley's email address?

Lisa Hartley's email address is li****@****nal.com

What schools did Lisa Hartley attend?

Lisa Hartley attended Mind Body Green, Mind Body Green, Clatsop Community College, Mt. Hood Community College.

What are some of Lisa Hartley's interests?

Lisa Hartley has interest in Animal Welfare, Environment, Arts And Culture, Health.

What skills is Lisa Hartley known for?

Lisa Hartley has skills like Health Insurance, Account Management, Customer Service, Insurance, Employee Benefits, Customer Retention, Leadership, Disability Insurance, Marketing, Healthcare, Sales, Employee Benefits Design.

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