Lisa McKenzie

Lisa McKenzie

Director of Operations and Underwriting

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  • Timeline

  • About me

    Assistant Vice President Established Business | Account Management

  • Education

    • Canton High School

      1980 - 1983
    • Tunxis Community College

      1986 - 1991
      Associate's degree Business Administration and Management, General
  • Experience

    • Agency Services of Arkansas

      Aug 1999 - Dec 2001
      Director of Operations and Underwriting
    • Hub International Northeast-eBenefits Group, LLC

      Sept 2002 - Jun 2006
      Account Executive
    • Benefits Plus, Inc

      Jun 2008 - Jun 2016
      • Director Of Operations

        Jan 2009 - Jun 2016
      • Employee Benefit Specialist

        Jun 2008 - Jun 2012
    • Brown & Brown Insurance

      Apr 2017 - Sept 2019
      Account Executive

      Identifying marketplace opportunities for Mid-Market to Large Groups. Specializing in Employee Benefits , Voluntary Benefits , Worksite benefits . This role consists of; strategic planning with a high level of professionalism . Brown & Brown is a prestigious insurance agency and the 7th largest agency world-wide

    • USI Insurance Services

      Sept 2019 - Nov 2024
      Employee Benefits Operations Manager
    • PPI Benefit Solutions

      Nov 2024 - now
      Assistant Vice President Established Business | Account Management
  • Licenses & Certifications

    • CT Life and Health License

      State of CT licensing
    • Life & Health Producer License

      State of CT
    • SHRM

      SHRM
      Apr 2024
    • LOMA I, II, & III

      LOMA