Lisa Robinson
Senior Director, Accountholder and Client Experience Support @Inspira Financial
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WORK HISTORY
Senior Director, Accountholder and Client Experience Support @Inspira Financial
Oak Brook, IL, US
Lead a Department of 200+ experienced Client Service professionals who collaborate with and support over 4 million account holder\'s to find the right solution for their retirement needs. We offer a wide array of retirement services and solutions to meet the needs of individuals, Third Party Advisors, Recordkeepers and Plan Sponsors. These include, uncashed checks, plan termination services, check distribution and tax reporting services, and payroll deducted IRA\'s. Support is provided through a Client Servicing team dedicated in providing high touch expertise to answer questions and make sure needs are met, including assistance with using our web-based secure portal to make the process of moving retirement funds convenient.
EDUCATION
Eastern Illinois University
Bachelor of Science (BS)
SKILLS
ABOUT LISA ROBINSON
At Inspira Financial, our team\'s dedication to providing high-touch expertise in…
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