James Lee
@jameslee6
Insurance and client services professional specializing in personal lines policy servicing and carrier coordination.
What I'm looking for
I’m an insurance and client services professional with experience supporting personal lines insurance operations, including policy documentation, client servicing, and coordination with insurance carriers. I’m known for communicating clearly, keeping organized records, and managing multiple administrative responsibilities with confidence.
Before insurance, I managed day-to-day operations for a small construction business and led a team through structured daily responsibilities. I’ve also supported legal accident and injury case intake by preparing documentation submitted to insurance companies, and I bring bilingual English and Korean communication to every client interaction.
Experience
Work history, roles, and key accomplishments
Taekwondo Instructor
Dynamic Taekwondo
Jan 2021 - Present (5 years 4 months)
Taught and supervised students in structured martial arts programs while maintaining strong communication with students and parents. Supported scheduling and daily operations to keep the learning environment organized.
Business Manager
Self-Employed Construction Business
Jan 2018 - Jan 2020 (2 years)
Managed day-to-day operations for a small construction business, coordinating project schedules and relationships with contractors and clients. Prepared estimates and invoices, maintained project documentation, and ensured regulatory and licensing requirements were met.
Personal Lines Representative
Solomon Agency Corp
Aug 2016 - Nov 2018 (2 years 3 months)
Served as the primary point of contact for walk-in clients seeking personal lines insurance services. Coordinated with insurance carriers on documentation and policy servicing while maintaining organized client records and policy files.
Legal Assistant
Law Offices of Kim & Cha, LLP
Mar 2013 - Aug 2016 (3 years 5 months)
Managed intake and setup of accident and injury cases, ensuring documents were prepared for submission to insurance companies. Maintained organized case files and handled client communications, including coordination of medical records for claims documentation.
Education
Degrees, certifications, and relevant coursework
Queensborough Community College
Associate of Science, Digital Arts and Design
Activities and societies: Client relationship management; administrative support; insurance documentation; bilingual English & Korean; Microsoft Office (Word, Excel).
Completed an Associate of Science in Digital Arts and Design at Queensborough Community College.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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