Ian Lee

Client Services, AVP at International Planning Group
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Contact Information
us****@****om
(386) 825-5501
Location
Hong Kong, Hong Kong SAR, HK
Languages
  • English -
Skills

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Credentials

  • FLMI
    -

Experience

  • International Planning Group
    • United States
    • Insurance
    • 1 - 100 Employee
    • Client Services, AVP
      • Nov 2020 - Present

      Servicing Consultant

    • New Business Manager
      • Feb 2018 - Oct 2020

  • R.E. Lee International, LLC
    • Insurance
    • 1 - 100 Employee
    • In- Force Business Manager
      • 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

  • R.E.LEE International
    • In- Force Business Assistant Manager
      • 2012 - 2016

  • R.E.Lee International
    • Hong Kong
    • Marketing Assistant
      • 2007 - 2010

      Insurance illustration IT support Insurance illustration IT support

Education

  • Monash University
    Bachelor's Degree, Management Information Systems; Statistics
    2001 - 2005

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