Lissa Laporte

Background

About Lissa Laporte

Director of Operations | Driving Efficiency, Elevating Client Experience, and Leading with Purpose As Director of Operations, I oversee the full lifecycle of client service and new business processing—ensuring every step, from onboarding to long-term policy support, runs with clarity, consistency, and care. After serving as Director of Account Management, I transitioned into this broader leadership role to further support the operational strategy behind the firm’s growth—managing both processes and people to deliver exceptional experiences for clients and seamless support for advisors. What I Focus On: Leading the new business and client service teams with a focus on accuracy, timeliness, and care Streamlining workflows to improve operational efficiency and team collaboration Enhancing reporting and tracking systems to support strategic decision-making Building systems that ensure smooth onboarding and sustained client satisfaction Coaching and supporting staff to deliver high-touch, proactive service With 14+ years in administrative and operational roles, and experience in the insurance industry since 2021, I bring a detail-oriented mindset and a passion for process. Whether I’m refining internal systems or supporting the team behind the scenes, my goal is always the same: to make things work better—for the clients we serve, the team I lead, and the continued success of the firm.