Lisa Mallory
About Lisa Mallory
Lisa Mallory is a Benefits Specialist at GPM Investments, LLC, with over five years of experience in the field. She has a background in data processing and provides administrative support while demonstrating strong organizational and project management skills.
Work at GPM Investments
Lisa Mallory has been employed at GPM Investments, LLC as a Benefits Specialist since 2019. In this role, she provides administrative support to Account Managers, Clients, and Carriers. Her responsibilities include preparing benefit enrollment guides and coordinating packet assembly and delivery. This position highlights her project management skills and her ability to organize complex information efficiently.
Previous Experience at HealthSavings Administrators
Prior to her current role, Lisa Mallory worked at HealthSavings Administrators as a Business Relations Specialist for four months in 2019. This position was based in Midlothian, Virginia, where she contributed to business relations and gained valuable experience in the benefits administration field.
Education and Expertise
Lisa Mallory studied at J Sargeant Reynolds Community College from 1981 to 1983, where she focused on Data Processing and earned a Certificate. Her educational background has provided her with foundational skills that support her current work in benefits administration and project management.
Insurance Licenses and Compliance Knowledge
Lisa holds a Virginia Life and Health Insurance License, which indicates her specialized knowledge in insurance regulations. She possesses a working knowledge of benefit laws and regulations, including Section 125 plans and COBRA. Additionally, she monitors the delivery and filings of Form 5500's, demonstrating her attention to detail and compliance expertise.
Business Development Involvement
In her role as Benefits Specialist, Lisa assists in the marketing of accounts by reviewing and submitting applications to carriers. This involvement in business development reflects her understanding of the insurance market and her ability to contribute to the growth of the organization.