Wespath Benefits and Investments
Lisa Wittmann has extensive experience in customer service management roles, spanning across various reputable companies. Currently serving as the Customer Service Quality Manager at Wespath Benefits and Investments, Lisa leads a team of analysts to ensure accurate transactions and focuses on process improvement for customer satisfaction. Throughout their career, Lisa has demonstrated expertise in creating the ultimate customer experience and driving employee engagement and customer satisfaction. Lisa holds a Bachelor's degree from DePaul University.
Wespath Benefits and Investments
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Overview Wespath Benefits and Investments is a not-for-profit administrative agency of The United Methodist Church. Wespath is responsible for the general supervision and administration of retirement, health and welfare benefit plans and programs, and investment fund management for more than 100,000 active and retired clergy and lay employees in the U.S. and around the world. Wespath has been honored as a Chicago-area Best and Brightest Companies to Work For® for six years in a row, as well as several national recognitions. Specialties Our operations include retirement services, health care, investment management, environmental, social and governance (ESG) issues, positive social purpose (PSP) lending, U.S. pension plans and global pension programs and welfare benefit plans. In service since 1908, Wespath has approximately $29 billion in assets under management. As the nation's largest faith-based pension fund, Wespath works globally with corporations to address environmental, social and governance (ESG) issues, with a focus on responsible and sustainable investing. “When I talk to friends and family, it seems we have something unique here.” –current employee The Glenview, IL headquarters building was awarded a Leadership in Energy and Environment Design (LEED) Gold certification by the U.S. Green Building Council. Wespath strives to lessen its environmental impact, reinforcing the organization’s core value of stewardship. The agency has received Best Employees for Healthy Lifestyles and Eye on Health awards, and provides incentive programs that focus on the well-being of its employees. Our Values Teamwork – Integrity – Stewardship – Spirituality – Customer Satisfaction – Mutual Respect Our Mission We care for those who serve by providing investment and benefit services that honor the mission and principles of The United Methodist Church. We are currently operating as a hybrid work environment. Visit wespath.org/careers to view our open positions.