Lisa Zollner Email & Phone Number

Establish and maintain insurance licenses and appointment records. Communicate with Financial Professionals to obtain outstanding appointment requirements. Work closely with agencies to answer questions related to on-boarding, licensing, and appointment rules

Bloomington, Mn

Responsible for management of administrative and operational functions of branch office, including office services, Business Operating standards, accounts payable and receivables, licensing & appointments, vendor agreements, and HR support and onboarding.

St. Paul, Mn

Coordinate the implementation of new benefit plans, assist clients in daily service issues, marketing plans and managing renewals. Work with insurance carriers on group renewals and customer service issues.

St Paul, Mn

Provided assistance to clients as they were preparing for retirement. Presented workshops and worked with Human Resource teams to develop strategic plans for helping employees as they transition to retirement.

Coordinate after-school student programs and evening adult education.

Ba, La-Human Services, Speech, Psychology

Activities and Societies: Campus Activities Council, Resident Advisor, Band

General