Erik Lee Email & Phone Number

Southborough, Ma

-Personalize protection plans to shield clients and business owners from potential risks.-Analyze financial plans to pinpoint vulnerabilities and recommend strategic insurance solutions.-Champion innovative insurance products and services to our advisor community.-Collaborate closely with advisors and clients to align insurance strategies with their financial objectives.-Stay ahead of industry trends and advancements to continuously refine our service offerings.

As an insurance specialist, I primarily assist financial advisors position insurance for their clients, including life, ltc, ltd, and everything in-between. I work primarily with Wells Fargo advisors and manage hundreds of established relationships across the country. I'm also a licensed agent.

Leads team with consistently over 20 paid product applications/monthAssists financial planners with sales support for long-term care insurance, long-term disability insurance, hybrid products and universal life products with LTC riders for financial advisors with Wells Fargo FinancialProvides financial planners with marketing and sales solutions to meet their clients needs

Interviewed new hires/negotiated salariesSupervised daily operations of 25 customer service representatives Reviewed calls to improve quality and provide 1-on-1 coachingAnalyzed department phone tree to improve structure/customer service experienceAssisted in developing and refining in-house training

Assisted with billing inquiries, claims, descriptions of different productsMentored and trained new representatives Handled escalated situations with clients that required immediate resolution and customer satisfactionCreated and published bi-weekly call center email newsletter

Problem solved issues to provide optimum member satisfactionCross-sold affiliates’ productsMentored and trained newly hired representatives Assisted with research and marketing analysis

Marketing

Bachelor'S Degree, Marketing

Education record