Lisa Halverson

Lisa Halverson Email and Phone Number

Client Service Executive, Employee Benefits Division @ Gallagher
California, United States
Lisa Halverson's Location
San Francisco Bay Area, United States, United States
Lisa Halverson's Contact Details
About Lisa Halverson

With over 20 years of experience in the employee benefits industry, I have a keen understanding of the market and trends. Having worked both on the broker side, as well as, the carrier side has taught me the intricate balance of employee benefits. This allows me to make complex benefits issues less complex for my clients. Having strong relationships with my carrier representatives, I work closely with them, as well as, my clients to assess their needs in order to provide them the best coverage, in the most efficient, no nonsense manner.Outside of the office I enjoy Barre Method, running/hiking/ walking, bikram yoga, reading and theater. Volunteering is a passion of mine, specifically for causes that benefit the homeless and under privileged children.

Lisa Halverson's Current Company Details
Gallagher

Gallagher

View
Client Service Executive, Employee Benefits Division
California, United States
Website:
ajg.com
Employees:
8
Company phone:
+1-(630)-773-3800
Lisa Halverson Work Experience Details
  • Gallagher
    Client Service Executive, Employee Benefits Division
    Gallagher
    California, United States
  • Gallagher
    Client Service Executive, Employee Benefits Division
    Gallagher Oct 2020 - Present
    Rolling Meadows, Il, Us
  • Vantreo Insurance Brokerage
    Vice President, Employee Benefits Division
    Vantreo Insurance Brokerage Jul 2019 - Apr 2020
    Santa Rosa, Ca, Us
  • Heffernan Insurance Brokers
    Employee Benefits Consultant
    Heffernan Insurance Brokers Apr 2012 - Apr 2020
    Heffernan is committed to providing our commercial clients with the best possible Employee Benefits services. One of the single-most important factors in employee satisfaction is a well-managed program that oversees their suite of benefits. Working in conjunction with a client's human resource department, we can assist in all aspects of employee benefits management. A streamlined, responsive benefits program can help employees feel like their needs are being met in a timely fashion. We can assist with a variety of services including strategic planning, plan analysis, experience reports and analysis, renewal analysis, marketing benefit plans, annual reports, legislative updates, legal compliance, employee communications and meetings, and more.
  • Belvedere Pacific
    Senior Account Manager
    Belvedere Pacific Dec 2009 - Mar 2011
  • Benelect
    Account Manager
    Benelect 2007 - 2009
    Managed over 300 Bay Area clients.
  • Health Plan Of The Redwoods
    Marketing Representative
    Health Plan Of The Redwoods Dec 1999 - Jun 2003

Lisa Halverson Skills

Employee Benefits Insurance Health Insurance Brokers Workers Compensation Health Savings Accounts Strategic Planning Disability Insurance Underwriting Annual Reports Cobra Marketing Life Insurance Property And Casualty Insurance Employee Benefits Design Self Funded Teamwork Management Human Resources Professional Liability Plan Analysis Renewal Analysis Legislative Updates Recruiting Employment Practices Liability

Lisa Halverson Education Details

  • Santa Rosa Junior College
    Santa Rosa Junior College
    Aa
  • Heald College
    Heald College
    Business
  • Svhs
    Svhs

Frequently Asked Questions about Lisa Halverson

What company does Lisa Halverson work for?

Lisa Halverson works for Gallagher

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

Lisa Halverson's current role is Client Service Executive, Employee Benefits Division.

What is Lisa Halverson's email address?

Lisa Halverson's email address is li****@****ail.com

What is Lisa Halverson's direct phone number?

Lisa Halverson's direct phone number is +170747*****

What schools did Lisa Halverson attend?

Lisa Halverson attended Santa Rosa Junior College, Heald College, Svhs.

What are some of Lisa Halverson's interests?

Lisa Halverson has interest in Education, Economic Empowerment, Investing.

What skills is Lisa Halverson known for?

Lisa Halverson has skills like Employee Benefits, Insurance, Health Insurance, Brokers, Workers Compensation, Health Savings Accounts, Strategic Planning, Disability Insurance, Underwriting, Annual Reports, Cobra, Marketing.

Who are Lisa Halverson's colleagues?

Lisa Halverson's colleagues are Danny Lund, Kevin Humphrey, Ian Macphee, Christine Webb, Cic, Courtney Ciasullo, Joanne Hughes, Kavya R.

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