Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tyler Lee

Wellesley

Summary

Insurance service professional trying to leverage strong service skills, quantitative skills, and knowledge of property and casualty insurance to explore underwriting and product roles. Proficient in mathematical modeling, and utilization of software tools for data manipulation, with proven ability to professionally perform time-sensitive data processing and independent research.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Customer Care Associate

Plymouth Rock Assurance Corporation
08.2023 - Current

Provided diligent service on all inquiries regarding Plymouth Rock's auto insurance products, assisted independent agents in maintaining policies, and assisted underwriting in enforcing risk pricing guidelines.

Server

Alta Strada
01.2020 - 08.2023

Serviced guests, made recommendations on food, cocktails and wine, cultivated warm relationships, and supported other team members to meet overall service goals.

Education

Bachelor of Science - Economics

University of Vermont
05.2022

Skills

  • Microsoft 365 Office - intermediate / advanced
  • Java - intermediate
  • Python - basic / intermediate
  • Stata - intermediate
  • Polstar - intermediate / advanced
  • Fab - intermediate / advanced
  • Attention to detail
  • Communication and Collaboration
  • Multi-tasking
  • Time management

Certification

Relevant postgraduate education and certifications:

  • Licensed Property and Casualty Producer (Completed 12/2024)


The American Institute For Chartered Property Casualty Underwriters:

  • Associate in Insurance Services (AINS) (Completed 01/2024)

- Developed understanding of personal and commercial property and casualty insurance fundamentals. Coursework emphasized the characteristics of insurance policies, interdepartmental collaboration, and the underwriting, claims, and customer service processes.

  • Associate in Commercial Underwriting (AU) (Expected completion date TBD)

- Strengthened understanding of commercial underwriting, importance of classification, uses of data and financial statements in evaluating applications, ratemaking, and premium determination.


The Corporate Finance Institute:

  • Various CBCA and CMSA coursework including:

- Accounting Fundamentals

- Excel Fundamentals: Formulas for Finance

- Economics for Capital Markets

Timeline

Customer Care Associate

Plymouth Rock Assurance Corporation
08.2023 - Current

Server

Alta Strada
01.2020 - 08.2023

Bachelor of Science - Economics

University of Vermont
Tyler Lee