Client Services Account Manager
Liz is a Bay Area transplant and comes to SMB from Vermont. She joined SMB as a temp and was hired full time in 2019. Liz handles all policy service matters including ownership changes, beneficiary changes, premium reminders, and various reports.
Liz has a background in customer support and has held many customer centric positions. She enjoys spending time with her family when she can get back to Vermont and hiking the beautiful California trails.
License and Certifications: California Life and Health License