
Lisa McKenzie
Director of Operations and Underwriting

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About me
Assistant Vice President Established Business | Account Management
Education

Canton High School
1980 - 1983
Tunxis Community College
1986 - 1991Associate's degree Business Administration and Management, General
Experience

Agency Services of Arkansas
Aug 1999 - Dec 2001Director of Operations and Underwriting
Hub International Northeast-eBenefits Group, LLC
Sept 2002 - Jun 2006Account Executive
Benefits Plus, Inc
Jun 2008 - Jun 2016Director Of Operations
Jan 2009 - Jun 2016Employee Benefit Specialist
Jun 2008 - Jun 2012

Brown & Brown Insurance
Apr 2017 - Sept 2019Account ExecutiveIdentifying 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 2024Employee Benefits Operations Manager
PPI Benefit Solutions
Nov 2024 - nowAssistant 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
SHRMApr 2024
LOMA I, II, & III
LOMA
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