Ian Lee
Client Services, AVP at International Planning Group- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Hong Kong, Hong Kong SAR, HK
Languages
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English -
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Credentials
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FLMI
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Experience
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International Planning Group
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United States
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Insurance
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1 - 100 Employee
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Client Services, AVP
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Nov 2020 - Present
Servicing Consultant
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New Business Manager
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Feb 2018 - Oct 2020
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R.E. Lee International, LLC
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Insurance
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1 - 100 Employee
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In- Force Business Manager
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Apr 2016 - Jan 2018
Universal Life Oversee the inforce business team , illustrations & IT team Provide relevant guidance and training for internal staff Liaise with Insurance carriers and Private Bank on inforce business Quality Check Due Diligence IT support for server & Database system Universal Life Oversee the inforce business team , illustrations & IT team Provide relevant guidance and training for internal staff Liaise with Insurance carriers and Private Bank on inforce business Quality Check Due Diligence IT support for server & Database system
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In- Force Business Assistant Manager
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2012 - 2016
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R.E.Lee International
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Hong Kong
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Marketing Assistant
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2007 - 2010
Insurance illustration IT support Insurance illustration IT support
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Education
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Monash University
Bachelor's Degree, Management Information Systems; Statistics
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