Bay Area

Sandra has been with the LISI team since 1998, working in management, internal broker sales and outside sales. Her vast background enables her to provide brokers with creative solutions and reliable follow-through. With her professionalism, product knowledge, and sales expertise, she offers hands-on service to assist her brokers with their small and large group business.

Shannon’s career in the insurance industry began in 1993 at UNUM, later moving on to Paul Revere Insurance. Since joining LISI in 1997, she has become an accomplished presenter, known for speaking with enthusiasm and professionalism. She is also a Registered Health Underwriter (RHU) and the former Communication Chair for the Golden Gate Association of Health Underwriters (GGAHU). She is dedicated to simplifying the sales process for her brokers and providing them with the sales insight they need to succeed in today’s competitive marketplace.
Yuri’s background includes over eight years of sales and account management experience in the health insurance industry. With experience on the broker side, she can provide a unique insight as to what it takes to grow in this industry. Her objective is to bring new and cutting-edge sales solutions to help her brokers stay competitive in this fast-paced market. In addition to having small group product knowledge, Yuri has expertise in large group and can provide tools to help create success in this area. Partnering with brokers to assist with their sales growth is her passion and she values their success as her own.

As your dedicated LISI Regional Sales Manager for the East Bay, Desaré Kallingal brings over 16 years of small and large group employee benefits experience. Her industry background includes an extensive knowledge of ancillary lines from working as a carrier representative for MetLife and Mutual of Omaha. Desaré’s high energy consultative sales approach has helped her build a strong industry reputation allowing her to support broker’s needs. She will not only bring your clients solutions that enhance their benefits and save them money, but she will also help you grow your business.
Gary began his career in the industry in 1982 with New York Life, where he worked with Life and Health products. Before joining LISI in 1993, he worked for Employee Benefits Services as an Inside Sales Representative where he learned the importance of consistent customer service. His industry expertise and strong relationships with the brokerage community allow him to provide his brokers with the superior service they need to succeed in a competitive marketplace.

Leza Cheya joined LISI in February of 2017. With over 20 years of industry experience, she has valuable carrier and broker agency insight. She uses her vast knowledge in small business group underwriting to deliver exceptional services throughout the sales process. She is also fluent in both Mandarin and Cantonese. Leza earned her Bachelors of Science degree in Biochemistry, and Cell & Molecular Biology at San Francisco State University. Prior to joining LISI, she had a successful sales career at Health Net.

 

Fresno

Peter joined LISI in 2003 bringing over six years of experience in the insurance industry. Before joining LISI, he worked with Aetna in various capacities including benefit administration, installation and sales support. Peter’s knowledge of carriers brings a valuable perspective to developing effective and creative sales solutions. He can assist his brokers in all phases of the sales process, including presentations and enrollments, and strives to be the broker’s number one resource for small and large group busines

Jill White serves as LISI’s Regional Sales Manager in the Central Valley. Jill brings over 25 years of experience in the insurance industry with a focus on employee benefits. Her knowledge of carriers brings a valuable perspective to developing effective and creative sales solutions. Jill can assist brokers in all phases of the sales process – including presentations and enrollments – and she strives to be the broker’s number one resource for small and large group business.

Los Angeles


Frank has industry experience since 1992, including 19 years in Small and Large Group sales. Since joining LISI in 2002, he has consistently delivered the highest level of service to his brokers. Whether you need an effective solution to a complex employee benefit need or bilingual support for an enrollment meeting, he is dedicated to providing his brokers with effective sales solutions
Jason joined LISI in 2006, bringing seven years of experience with two major carriers. He helped brokers resolve difficult service issues and developed marketing plans to facilitate producer’s increased sales. As President-elect for the Ventura County Association of Health Underwriters (VCAHU) for 2007/2008, Jason’s connection to the industry has enabled him to deliver the best customer service and ultimately, drive more business to your agency.

LaMonté’s 20-year insurance career began at Mercer/Marsh Benefit Consulting. Later joining Blue Cross/Well Point, he gained carrier perspective through his 10 years as a Large Group Sales Manager. At Blue Cross, he received awards for “Bringing in the Most New Brokers,” and was a member of the “President’s Club.” Afterwards, LaMonté joined PacifiCare Dental & Vision, where he led the sales force for highest membership, six out of the seven years of his career there. Through LaMonté’s commitment, dedication and client-focused services, he has built a strong industry reputation that has allowed him to understand and support the broker’s needs.
Joining LISI in 2011, Keith brings over 25 years of industry experience with proficiency in group health insurance, individual/family plans, and supplementary coverage. Having worked for Assurant Health and three WellPoint subsidiaries in California, Missouri, and Arkansas, he was responsible for regional direction and management, as well as agent recruitment, training, and advancement. He excels in sales, strategies, product knowledge, and effective communication.

Keith is passionate about building relationships and working as a team. As an innovative and recognized leader, he provides motivation, support, and sales resources so his agents can successfully sell products in very competitive markets. Now back in California, Keith is committed and truly enthusiastic about sharing his expertise and wisdom so that his brokers can be prosperous in their business!


 

Orange County

Jeff joined LISI in 1997 and is considered one of their most seasoned professionals. He is ACA certified by NAHU and has extensive knowledge of its workings. His in-depth product knowledge and expertise in the small and large group markets gives him the ability to provide brokers with strategies to close the deal.

Michele joined the LISI team in 2001, having spent the previous 7 years in sales and management for another general agency. Her broad expertise spans the areas of both small and large group medical and specialty products. She has successfully aligned with some of the top brokers and agencies in Orange County, positioning herself as an invaluable resource in the strategy and implementation of their client’s benefit packages. Her integrated approach to identifying opportunities and capitalizing on efficiencies help her to achieve and maintain highly satisfied customers, not only with the brokers she works alongside but the carriers she partners with.
Eric joined the LISI team in 2011 with expertise in internal and external direct sales, which stems from his five-year tenure at WellPoint as well as being a broker. He also served as a Spanish Market Specialist for Blue Cross and Blue Shield.

Having previously owned a successful insurance business, Eric knows what it takes to service a case from start to finish and, most importantly, close a sale. Highly motivated, industrious, and personable, he is readily available to share his industry knowledge and provide assistance from sales, to bilingual enrollment, to ensure his brokers’ success.


With her industry career beginning in 1978, including working at Old Northwest Insurance Company, Laurie is extremely knowledgeable in all aspects of health insurance, underwriting, claims, field service, and sales. She is co-President of the IEAHU, Desert Chapter and has worked in the Inland Empire since 1987. Since joining LISI in 1998, Laurie has remained committed to providing creative solutions, product knowledge, and local market expertise to help her brokers succeed in today’s competitive marketplace

 

Sacramento

Joining LISI in 2009, Ryan brings over five years of sales experience, including working in the health insurance industry. With the increasing requests for LISI to provide brokers with strategies for targeting new clients, he is focused on partnering with his brokers to offer his expertise in creating successful lead generation programs. With Ryan’s strong interpersonal skills and passion for helping brokers grow their business, he is dedicated to providing them with complete sales support
 

San Diego

Christina began her industry career in 1984 starting as an Underwriter, later growing to become a top Salesperson for a national dental insurance company. Before joining LISI in 2001, Christina spent nine years as a Sales Executive. She is a member of the San Diego Association of Health Underwriters (SDAHU) and served as the former President of the San Diego Employee Benefit Council (SDEBC). Through her extensive product knowledge and problem solving skills, she is dedicated to providing her brokers with superior service for all their insurance needs.

Susan joined LISI in 2000 with the acquisition of another General Agency, where she was a Regional Sales Manager for three years. With industry experience since 1995, Susan understands the support the brokerage community needs to get the job done. She was a member of the Board of Directors for the San Diego Employee Benefit Council (SDEBC) from 2000 to 2003 and served as President during her last year. With her extensive knowledge of the group health business, Susan will provide you with creative solutions to help you obtain the success you are looking for in this ever-changing market.
Nicole Allyn joined LISI in February of 2017. With over twenty-four years of experience in the insurance industry, she brings a wealth of knowledge that enables her to unravel complex cases and deliver swift results. She understands the daily concerns of her clients and takes pride in providing superior service that can be relied on for presentations, enrollment meetings, research and finalization of pending items to ensure speedy approvals. Nicole is well-known for her ability to provide her broker partners with strategic solutions that garner unprecedented results. She enjoys educating brokers and there teams on carrier updates and changes and forging friendships and long term partnerships. Before joining LISI, she worked for fourteen years at another General Agency.
Joe brings 8 years of industry knowledge to his broker channel and understands the challenges agents are going through during Health Care Reform. As a former agent himself he knows how difficult it can be writing business in today’s environment. Joe shows his brokers the way to make selling easier again and more fun. Join Joe’s team and let him create more time for working on more productive pieces of your business or spending time with family/friends.