Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

GRANT LEE

Houston,TX

Summary

Dedicated and tech-savvy Insurance Adjuster with a proven history of excellence in remote environments. Expert in utilizing Xactimate to provide accurate claim assessments and deliver customer-centric solutions. Adept at managing high-volume caseloads virtually while maintaining strict regulatory compliance and high client satisfaction scores. A self-starter with a strong track record of success in virtual insurance operations, committed to efficiency, precision, and effective communication.

Knowledgeable with solid background in insurance sales and client relationship management. Proven track record of developing customized insurance solutions and ensuring client satisfaction. Demonstrated expertise in policy analysis and risk assessment. Experienced with developing comprehensive insurance policies to fit diverse client needs. Utilizes effective communication to build strong client relationships and ensure satisfaction. Track record of employing risk assessment to deliver optimal insurance solutions.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Insurance Producer

Assurance IQ
01.2017 - Current
  • Virtual Operations: Successfully managed a high-volume, 100% remote client caseload, utilizing digital tools and virtual meeting platforms to maintain seamless service delivery.
  • Technical Assessment: Applied expert knowledge of coverage limits and policy requirements to accurately determine claim validity, consistently meeting or exceeding precision benchmarks.
  • Remote Client Advocacy: Proactively engaged with policyholders through virtual channels to explain complex coverage details, ensuring transparency and fostering long-term trust in remote environment.

Sales Manager

Mattress Firm, Inc
01.2011 - 01.2016
  • Led sales team to exceed quarterly targets through strategic training and performance management.

Education

Associate Degree - Business Management

Penn Foster

Associate Degree - Hotel Management

Penn Foster

Associate of Arts - Interior Architecture and Design

School of The Arts Institute of Atlanta
Atlanta, GA

Skills

  • Insurance Claims Adjuster
  • Client Needs Assessment
  • Account Management
  • Xactimate

Certification

  • Licensed Adjuster - All Lines
  • Licensed Health, Life, & Accident Producer

Timeline

Insurance Producer

Assurance IQ
01.2017 - Current

Sales Manager

Mattress Firm, Inc
01.2011 - 01.2016

Associate Degree - Business Management

Penn Foster

Associate Degree - Hotel Management

Penn Foster

Associate of Arts - Interior Architecture and Design

School of The Arts Institute of Atlanta