Lisa Pitre

Account Manager Benefits Advisory Services @ Heffernan Insurance Brokers

About Lisa Pitre

Lisa Pitre serves as an Account Manager for Benefits Advisory Services at Heffernan Insurance Brokers in Walnut Creek, California, where she has worked since 2019.

Work at Heffernan Insurance Brokers

Lisa Pitre serves as an Account Manager in Benefits Advisory Services at Heffernan Insurance Brokers. She has been with the company since 2019, contributing to the firm's operations in Walnut Creek, California. Her role involves managing client accounts and providing advisory services related to employee benefits. Lisa's experience in this position spans five years, during which she has developed expertise in navigating the complexities of benefits management.

Background

Lisa Pitre is based in Walnut Creek, California, where she has built her career in the insurance and benefits advisory sector. Her tenure at Heffernan Insurance Brokers has allowed her to engage with a diverse client base, focusing on their employee benefits needs. This background has equipped her with a thorough understanding of the challenges and requirements in the benefits advisory field.

Education and Expertise

While specific educational details are not provided, Lisa Pitre's role as an Account Manager in Benefits Advisory Services indicates a strong foundation in insurance, benefits management, and client relations. Her expertise has been honed through her five years of experience at Heffernan Insurance Brokers, where she has developed skills essential for advising clients on employee benefits.

People similar to Lisa Pitre