Erik Lee Email and Phone Number
Erik Lee work email
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Erik Lee personal email
Erik Lee phone numbers
15+ Years of:-Personalizing protection plans to shield clients and business owners from potential risks.-Analyzing financial plans to pinpoint vulnerabilities and recommend strategic insurance solutions.-Championing innovative insurance products and services to our advisor community.-Collaborating closely with advisors and clients to align insurance strategies with their financial objectives.-Staying ahead of industry trends and advancements to continuously refine our service offerings.
The Penfacs Group
View- Website:
- penfacs.com
- Employees:
- 8
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SalesThe Penfacs Group Sep 2012 - PresentSouthborough, 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.
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Insurance Internal WholesalerSmall Business Insurance Agency Oct 2007 - Sep 2012As 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. -
Internal Wholesaler, Ltc Sales TeamSbia Insurance Agency Oct 2007 - Sep 2012Leads 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
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SupervisorJohn Hancock Signature Services Apr 2006 - Oct 2007Interviewed 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
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Customer Service Supervisor/Product SpecialistJohn Hancock Life Insurance Company (U.S.A.) 2004 - 2007 -
Product SpecialistLong-Term Care Aug 2003 - Apr 2006Assisted 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
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Customer Care RepresentativeUpromise Inc Sep 2002 - Mar 2003Problem solved issues to provide optimum member satisfactionCross-sold affiliates’ productsMentored and trained newly hired representatives Assisted with research and marketing analysis
Erik Lee Skills
Erik Lee Education Details
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University Of Massachusetts; School Of ManagementMarketing -
Marketing
Frequently Asked Questions about Erik Lee
What company does Erik Lee work for?
Erik Lee works for The Penfacs Group
What is Erik Lee's role at the current company?
Erik Lee's current role is Life Insurance Sales/CLU®,CLTC.
What is Erik Lee's email address?
Erik Lee's email address is er****@****acs.com
What is Erik Lee's direct phone number?
Erik Lee's direct phone number is +150863*****
What schools did Erik Lee attend?
Erik Lee attended University Of Massachusetts; School Of Management, Umass Boston, University Of Rhode Island - College Of Business Administration.
What skills is Erik Lee known for?
Erik Lee has skills like Sales, Life Insurance, Disability Insurance, Financial Services, Term Life Insurance, Marketing, Training, Long Term Care Insurance, Customer Service, Strategic Planning, Microsoft Excel, Life And Health Insurance Licenses.
Who are Erik Lee's colleagues?
Erik Lee's colleagues are Nathan Degregorio, Erik Degregorio Clu, Chfc, Ron Degregorio, Angela Orben, Karen Duffy, Daniel See.
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