Jose L. Lee, PMP
Somerton,AZ
Summary
Resourceful certified Project Manager with 12 years of expertise in organizing business operations, financial oversight and resource management to achieve smooth flow and project operations. Leads procurement of resources including equipment and supplies. Monitors projects by adhering to production schedule and budget, managing production team, identifying problems and providing targeted solutions. Knowledgeable in accounting principles, bookkeeping, budget and financial management in addition to being a successful and seasoned Insurance Advisor with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Insurance Advisor
Lee Insurance Group, LLC.
11.2021 - Current
- Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales by 100%.
- Planned and executed marketing campaigns that resulted in over 500 new potential clients in four-month period.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Calculated premiums and established payment methods.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
- Sought out new clientele through face-to-face contact, telephone conversations and email correspondence.
- Created detailed reports for management to track performance and sales.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Utilized CRM software to manage client relationships.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Project Manager
U.S. Bureau Of Reclamation
05.2007 - 01.2023
- Managed over $60M in Federal projects in 10 year period.
- Planned, designed, and scheduled phases for large projects.
- Monitored project performance to identify areas of improvement and make adjustments.
- Coordinated with cross-functional teams to resolve project issues and mitigate risks.
- Achieved project deadlines by coordinating with contractors to manage performance.
- Provided detailed project status updates to stakeholders and executive management.
- Identified plans and resources required to meet project goals and objectives.
- Developed and initiated projects, managed costs, and monitored performance.
- Coordinated material procurement and required services for projects within budget requirements.
- Monitored project progress, identified risks and took corrective action as needed.
- Maintained open communication by presenting regular updates on project status to customers.
- Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts.
- Tracked project and team member performance closely to quickly intervene in mistakes or delays.
- Developed and implemented project plans and budgets to ensure successful execution.
- Recruited and oversaw personnel to achieve performance and quality targets.
- Sourced, vetted and managed vendors needed to accomplish project goals.
- Facilitated workshops to collect project requirements and user feedback.
Engineering Technician
U.S. Air Force Reserve
02.2014 - Current
- Participated in construction of Camp Kamassa - Mississippi's first and only year-round handicap accessible camp facility for children and adults with serious illnesses and special needs. Camp Kamassa will serve all 82 Mississippi counties once complete.
- Participated in construction of Camp Paumalu Science, Technology, Engineering, and Math (STEM) Center in Hawaii to rebuild and modernize STEM-based Girl Scout Camp which will serve over 2000 students annually with hands-on training in cybersecurity, astronomy, robotics, computer coding, botany, chemistry, and environmental stewardship.
- Deployment to undisclosed location in support of Operation Inherent Resolve where engineering and project management expertise culminated in overall enhancement of installation's infrastructure, valued at $64.5M and supported 1,800 base personnel.
- Participated in construction of new clinic facility in Belize. Facility now serves over 10,000 Belizeans per year with medical needs who previously had limited access to medical care.
- Provided technical support for engineering projects to support accuracy and deadline management.
- Completed projects by effectively applying engineering, technical, and maintenance procedures.
- Performed work according to project schedules and high quality standards.
- Read and interpreted blueprints, technical drawings, schematics, and computer-generated reports.
- Implemented schematics, diagrams, and written, and verbal descriptions to effectively solve engineering project issues.
- Implemented quality assurance procedures to minimize non-conformances.
- Assisted with design and implementation of new engineering processes and procedures to optimize productivity.
Education
Master of Science - Information Technology
Grantham University
Lenexa, KS10.2021
Bachelor of Science - Business Management
University of Phoenix
Tempe, AZ07.2009
Skills
- Neuro-emotional Persuasion Questioning (NEPQ) Techniques
- Customer Needs Assessments
- Business Planning
- Client Needs Analysis
- Operational Efficiency
- Risk Mitigation
- Targeted Marketing Campaigns
- Client Relationship-Building
- Promotions and Marketing Strategies
- Asset Protection
- Contract Management
- Project Management
- Project Estimation and Bidding
- Project Planning
- Conflict Management
- Cross-Functional Collaboration
- Agile Methodology
- Construction Management
Certification
- Certified Project Management Professional (PMP), PMI - Since 2011
- Life and Health Insurance Licensed, AZ, CA, NM, TX, LA, FL, SC, MI, OH, VA - Since 2021
Accomplishments
- Warrior of the Month, Luke Air Force Base - 2019.
- Air Force Commendation Medal - Undisclosed Location - 2018.
- John W. Keys, III Award, U.S. Bureau of Reclamation - 2008.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Do not go where the path may lead, go where there is no path and leave a trail.
Ralph Waldo Emerson
Timeline
Senior Insurance Advisor
Lee Insurance Group, LLC.
11.2021 - Current
Engineering Technician
U.S. Air Force Reserve
02.2014 - Current
Project Manager
U.S. Bureau Of Reclamation
05.2007 - 01.2023
Master of Science - Information Technology
Grantham University
Bachelor of Science - Business Management
University of Phoenix
- Certified Project Management Professional (PMP), PMI - Since 2011
- Life and Health Insurance Licensed, AZ, CA, NM, TX, LA, FL, SC, MI, OH, VA - Since 2021
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