Lisa Jackowski, HIA
Account Executive at Presidio (Acrisure Agency Partner)- Claim this Profile
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Topline Score
Bio
Luke Allenson
Lisa is the utmost professional and is committed to providing first in class service to each and every one of her clients. Lisa's dedication to seamless implementations and customer renewals has created strong relationships with her clients as well as recognition from her peers. I look forward to working with her again.
Ed Becerra
Lisa was an absolute pleasure to work with at Flex. Having entered the industry with no experience or knowledge she quickly became our Flex Plans expert and a great resource to our brokers. Lisa's positive attitude is second to none and she has a great work ethic. Lisa would be a great asset to any team looking for someone who always sees the positive in things and is driven to succeed. Lisa is certainly missed by us at Flex, but we are happy to know that she will succeed at anything she does.
Victoria De Bella
Lisa is a competitive, driven and motivated individual. She quickly adapts to a large amount of new information and asks the appropriate questions to be able to give clients a high quality of service. Lisa also has the ability to streamline processes and is charismatic when presenting educational materials to clients and brokers. She was a pleasure to work with.
Luke Allenson
Lisa is the utmost professional and is committed to providing first in class service to each and every one of her clients. Lisa's dedication to seamless implementations and customer renewals has created strong relationships with her clients as well as recognition from her peers. I look forward to working with her again.
Ed Becerra
Lisa was an absolute pleasure to work with at Flex. Having entered the industry with no experience or knowledge she quickly became our Flex Plans expert and a great resource to our brokers. Lisa's positive attitude is second to none and she has a great work ethic. Lisa would be a great asset to any team looking for someone who always sees the positive in things and is driven to succeed. Lisa is certainly missed by us at Flex, but we are happy to know that she will succeed at anything she does.
Victoria De Bella
Lisa is a competitive, driven and motivated individual. She quickly adapts to a large amount of new information and asks the appropriate questions to be able to give clients a high quality of service. Lisa also has the ability to streamline processes and is charismatic when presenting educational materials to clients and brokers. She was a pleasure to work with.
Luke Allenson
Lisa is the utmost professional and is committed to providing first in class service to each and every one of her clients. Lisa's dedication to seamless implementations and customer renewals has created strong relationships with her clients as well as recognition from her peers. I look forward to working with her again.
Ed Becerra
Lisa was an absolute pleasure to work with at Flex. Having entered the industry with no experience or knowledge she quickly became our Flex Plans expert and a great resource to our brokers. Lisa's positive attitude is second to none and she has a great work ethic. Lisa would be a great asset to any team looking for someone who always sees the positive in things and is driven to succeed. Lisa is certainly missed by us at Flex, but we are happy to know that she will succeed at anything she does.
Victoria De Bella
Lisa is a competitive, driven and motivated individual. She quickly adapts to a large amount of new information and asks the appropriate questions to be able to give clients a high quality of service. Lisa also has the ability to streamline processes and is charismatic when presenting educational materials to clients and brokers. She was a pleasure to work with.
Luke Allenson
Lisa is the utmost professional and is committed to providing first in class service to each and every one of her clients. Lisa's dedication to seamless implementations and customer renewals has created strong relationships with her clients as well as recognition from her peers. I look forward to working with her again.
Ed Becerra
Lisa was an absolute pleasure to work with at Flex. Having entered the industry with no experience or knowledge she quickly became our Flex Plans expert and a great resource to our brokers. Lisa's positive attitude is second to none and she has a great work ethic. Lisa would be a great asset to any team looking for someone who always sees the positive in things and is driven to succeed. Lisa is certainly missed by us at Flex, but we are happy to know that she will succeed at anything she does.
Victoria De Bella
Lisa is a competitive, driven and motivated individual. She quickly adapts to a large amount of new information and asks the appropriate questions to be able to give clients a high quality of service. Lisa also has the ability to streamline processes and is charismatic when presenting educational materials to clients and brokers. She was a pleasure to work with.
Credentials
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HIPAA Compliance for Health Plans
Certified in Healthcare Compliance -
Insurance Producers License -Health and Life
State of Illinois
Experience
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Account Executive
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Oct 2022 - Present
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Senior Account Manager
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Mar 2019 - Oct 2022
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Account Manager
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Mar 2017 - Oct 2022
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Lockton Companies
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United Kingdom
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1 - 100 Employee
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Account Manager
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Dec 2015 - Mar 2017
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Account Administrator
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Aug 2013 - Dec 2015
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Flex Plans Sales Representative
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2012 - 2013
Responsible for meeting with producers/employers and developing relationships that generate proposal opportunities and sales results for Flex Plans. Serves as the single point of contact for such opportunities, including: *following up on proposals *consulting with producers and employers *enhancing targeted producer and employer relationships *prospecting to producers and employers *attending off-site meetings, appointments and industry events Responsible for meeting with producers/employers and developing relationships that generate proposal opportunities and sales results for Flex Plans. Serves as the single point of contact for such opportunities, including: *following up on proposals *consulting with producers and employers *enhancing targeted producer and employer relationships *prospecting to producers and employers *attending off-site meetings, appointments and industry events
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MCHC
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United States
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Hospitals and Health Care
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Illinois Poison Control
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Jul 2011 - Oct 2011
Organize educational materials and processed orders Maintain and update records of existing medical contracts Collaborate with a team to effectively meet deadlines on educational projects Organize educational materials and processed orders Maintain and update records of existing medical contracts Collaborate with a team to effectively meet deadlines on educational projects
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Charter Fitness
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United States
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Health, Wellness & Fitness
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1 - 100 Employee
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Sales Manager
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Jun 2011 - Aug 2011
Distributed marketing information to surrounding businesses Informed and sold clientele on different types of gym membership packages available Addressed client concerns about gym location and equipment Distributed marketing information to surrounding businesses Informed and sold clientele on different types of gym membership packages available Addressed client concerns about gym location and equipment
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Naperville School District 203
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United States
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Education Administration Programs
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700 & Above Employee
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Student teacher
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Jan 2011 - May 2011
Designed units and taught daily lesson plans for classes of 25-30 students Developed a drug and alcohol awareness curriculum Assembled computer data on students academic standing Prepared lessons & tests/quizzes utilizing SMART Technology incorporating interactive media Designed units and taught daily lesson plans for classes of 25-30 students Developed a drug and alcohol awareness curriculum Assembled computer data on students academic standing Prepared lessons & tests/quizzes utilizing SMART Technology incorporating interactive media
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Rover Media Productions
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United States
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Media Production
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Sales Associate
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2009 - 2010
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Education
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2006 - 2011
Southern Illinois University, Carbondale
BA, Health Education
Community
