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Lisa Halverson Email Address


Job Title

Client Service Executive, Employee Benefits Division

Heffernan Insurance Brokers

One of the leading insurance brokerage firms in the United States, based in Walnut Creek, California, Heffernan Insurance Brokers is a privately held organization of motivated, creative insurance experts who collectively have expertise in almost every area of business and personal insurance. Through our vertical business niches, we have designed numerous unique industry programs to help businesses obtain competitive pricing for their insurance and benefits programs. At Heffernan Insurance Brokers, we take care of the insurance so you can focus on what you do best - running your business.


With over 20 years of experience in the employee benefits industry, I have a keen understanding of the market and trends. Having worked both on the broker side, as well as, the carrier side has taught me the intricate balance of employee benefits. This allows me to make complex benefits issues less complex for my clients. Having strong relationships with my carrier representatives, I work closely with them, as well as, my clients to assess their needs in order to provide them the best coverage, in the most efficient, no nonsense manner. Outside of the office I enjoy Barre Method, running/hiking/ walking, bikram yoga, reading and theater. Volunteering is a passion of mine, specifically for causes that benefit the homeless and under privileged children.

Last University
Graduated from Santa Rosa Junior College
Is based in San Francisco.

Other people working at Heffernan Insurance Brokers:

Matt DaultonHuman Resources Generalist
Peter PicettiSenior Vice President Heffernan Insurance Brokers
Dennis BartlettVice President
Brian Murphyb*****@heffins.com
Jeff HamlinManaging Vice President
Kerry DantzigSenior Vice President
Lisa ScottVice President and Manager
Victoria DohertyBusiness Development and Marketing
Rhett EverettManaging Director
Michael J. BooneSenior Vice President
Patrick CicconeSystem Level Test Engineer
Brian OcallaghanHelping Executives Make Smart Decisions About Insuring Their Business
Jaime AbarcaAssistant Vice President, Employee Benefits and Technology – SF Branch
Dan SebastianiChief Financial Officer
Brian StephensonVice President

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