Liza Sheehan

Liza Sheehan has been working in the insurance industry since 2014. Liza started as a Client Coordinator/Marketing Director at Coastal Financial Planning Group. In this role, they were responsible for coordinating client events and marketing the company's financial planning services. Liza left Coastal Financial Planning Group in 2015 to join Northwestern Mutual as an Associate Financial Representative. In this role, they provided financial planning services to clients and helped them reach their financial goals. Liza left Northwestern Mutual in 2017 to join The Turner Agency, Inc. as an Account Manager. In this role, they managed existing clients' policies and renewals, processed policy changes, and performed cross-selling efforts on a weekly basis. Liza also reviewed client accounts prior to renewal and made recommendations accordingly. Liza left The Turner Agency in 2020 to join Atlantic Shield Insurance Group as an Account Manager. In their current role, they are responsible for servicing existing clients' policies and renewals, managing underwriter requests between the company and insured, and processing policy changes.