SHAUNA LYZEN

Senior Associate, Insurance Operations

Shauna is a Senior Associate, Insurance Operations at Thomas Brady & Associates where she plays a key role in overseeing the firm’s life insurance case management and policy service operations. With more than 10 years of experience in financial services, Shauna brings extensive knowledge of the life insurance processes, carrier requirements, and new business operations.

Shauna works closely with our carrier partners and their teams to coordinate and facilitate new business applications, advocate on behalf of clients, and help ensure each case progresses efficiently from application through placement. Her strong attention to detail, proactive communication, and knowledge of carrier processes enable her to effectively navigate complex cases and deliver seamless experience for clients and advisors.

In addition to new business operations, Shauna supports ongoing policy service needs and internal operational initiatives. She is recognized for her accuracy, efficiency, responsiveness, and ability to manage complex processes while maintaining a high level of service. Her experience and operational expertise make her a valued resource to both our firm and our clients.