Lisa Conn
About Lisa Conn
Lisa Conn is a Client Account Manager currently working at CUMIS in Burlington, Ontario, where she handles premium acquisition and reconciliation. She has extensive experience in client account management, having previously worked at TELUS, AT&T Canada, and Young & Rubicam.
Company
Lisa Conn is currently employed at CUMIS, located in Burlington, Ontario. Her role as a Premium Acquisition & Reconciliation Administrator encompasses a range of responsibilities focused on billing, account reconciliation, and client support within the realm of creditor insurance products.
Title
Lisa Conn serves as a Premium Acquisition & Reconciliation Administrator at CUMIS. Previously, she held the title of Client Account Manager at both TELUS and AT&T Canada, signifying her extensive experience in client account management.
Education and Expertise
Lisa Conn completed her studies at Georgian College, where she attained a Merchandising Degree in Consumer Merchandising/Retailing Management. This educational background has equipped her with the skills and knowledge required for her roles in client account management and administrative responsibilities.
Background
Lisa Conn's career spans several decades with significant tenures at various companies. She worked at TELUS from 2004 to 2015 as a Client Account Manager. Her role as Team Lead at AT&T Canada from 1998 to 2003 in Barrie, Ontario, and her earlier position in Account Services at Young & Rubicam from 1991 to 1998 in Toronto, Canada, underline her robust experience in account and client management.
Responsibilities at CUMIS
At CUMIS, Lisa Conn handles numerous tasks including the daily deposit of premium cheques for all creditor insurance products and addressing billing inquiries to ensure accurate and timely billing. She processes corrections for billing and coding errors, manages plan and policy changes, assists Credit Union clients with monthly balancing processes, and manually inputs member applications and reactivations. Since joining CUMIS in September 2016, she has also been involved in premium forces, write-offs, and cancellations, showcasing her capability in managing intricate billing and reconciliation processes.