Lisa Marie
Senior Benefits Specialist Amerilife Zephyrhills Office
- Role
- Senior Benefits Specialist at AmeriLife
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Lisa Marie
Ms. Marie is an experienced 215 Life Insurance agent dedicated to helping her clients…
Experience
Senior Benefits Specialist
Sep 2019 — Present
Determined clients’ particular needs and financial situations by scheduling fact-finding appointments, determining extent of present coverage and investments and ascertaining long term goals. Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation. Obtained approval by completing application for coverage, Completed coverage by delivering policy; planning future follow-up visits and evaluations of needs.
Education
James Monroe High School
Regents Diploma
1979 — 1982
Hamilton College
Bachelors, Government
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