In her spare time, Lisa enjoys spending time with her family and friends. She also enjoys playing tennis, gardening, and refinishing old furniture.
Lisa has worked in the insurance industry for over thirty years, including 19 years of experience specifically in the compliance area. Lisa started her career working for Blue Cross of Central Ohio, which later became Central Benefits Mutual Insurance Company. Prior to joining ClearPath Benefit Advisors LLC, Lisa was employed as a Compliance Analyst with a third party administrator (TPA) for self-funded health plans. She currently is the Compliance Manager at ClearPath Benefit Advisors LLC, and assists clients in offering and maintaining a compliant employee benefit program.
She has substantial experience in health care and life benefits, regulatory research, technical and business writing and project management. Her compliance experience includes drafting summary plan descriptions for employer health plans, overseeing the implementation and administration of federal and state mandates with respect to employer health plans and overseeing agency and producer licensing and carrier appointments. Lisa has held an Ohio Insurance License for Resident Major Lines (Accident & Health, Life and Variable) since 2008. Lisa is also ACA Certified by The National Association of Health Underwriters.
Lisa does volunteer work at a food pantry through her church and she hosts get-togethers with guests bringing food items for the food pantry. It has become a tradition with her family and friends, especially during the Thanksgiving and Christmas holidays, bringing the giving spirit of the season.