Daechan Lee Email & Phone Number

Fort Lee, NJ, US

London, England, GB

Santa Fe Springs, California, US

• Property and Casualty Insurance Management - Lead property and casualty insurance renewal by collecting and analyzing various underwriting information from internal stakeholders, affiliates and subsidiaries - Supervise.
• Benefit Management - Manage all day-to-day benefit operation of health benefits including medical, dental, vision and life - Lead health insurance renewal with brokers and other external vendors including cooperation.
• Risk & Safety Control - Develop the strategic vision for risk management and create loss prevention and safety program to minimize potential insurance risk - Perform internal loss control survey to find out potential.

Bayside, NY, US

• Oversaw a variety of commercial accounts, by tracking property and casualty books worth more than $2,500,000
• Provided clients with insurance policies on behalf of major insurance companies, including property, liability, auto and workers compensation, as well as specialized products such as marine, employment practice.
• Communicated with clients to present and explain coverage features, advantages and disadvantages of various insurance polices
• Interviewed prospective clients in order to craft customized insurance programs for each client
• Inspected property, examining general condition, construction, age and other characteristics to assess levels of insurance risk
• Created summary reports and proposals based on risk analysis procedures

• Generated and maintained employee payroll and payroll summary reports to assist upper management
• Coordinated recruiting process and performed resume reviews and initial phone interviews
• Maintained corporate benefits including health insurance and pension plans, and coordinated renewal processes
• Planned replacement of pension plan from simple IRA to 401(k) plan based on company's needs
• Managed corporate commercial insurance policies such as property, liability, auto, and workers compensation and followed up on all claims
• Created periodic and intermittent reports on human resources, payroll, benefit plans and insurance

• Updated client’s databases and set up meeting schedules
• Created rough draft of a business plan and attended client meeting to assist planners
• Prepared accounting statements based on business planners’ needs