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James Lee, CPCU, ARM, AU

James Lee, CPCU, ARM, AU

Underwriter & Business Development Lead

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location of James Lee, CPCU, ARM, AUSyosset, New York, United States

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  • Timeline

  • About me

    AVP, Program Manager

  • Education

    • Stony Brook University

      -
      Bachelor of Science (B.S.) Applied Mathematics & Statistics

  • Experience

    • New Age Underwriters Agency, Inc.

      Sept 2012 - Feb 2015
      Underwriter & Business Development Lead

    • USI Affinity

      Feb 2015 - Mar 2016
      Program Underwriter

      MGA Underwriter for Travelers National Program for Equipment Rental.

    • TAPCO Underwriters, Inc.

      Mar 2016 - Sept 2017
      Commercial Lines Underwriter

    • Allied World

      Sept 2017 - Nov 2020

      • Senior Underwriter - US Programs

        Mar 2019 - Nov 2020

      • Underwriter - US Programs

        Sept 2017 - Mar 2019

    • Homesite Insurance

      Nov 2020 - Dec 2023
      Senior Underwriter - Homesite Underwriting Managers, LLC

    • AmTrust Financial Services, Inc.

      Jan 2024 - now
      Assistant Vice President, Program Manager

  • Licenses & Certifications

    • AU - Associate in Underwriting

      The Institutes Knowledge Group
      Nov 2014

    • ARM - Associate in Risk Management

      The Institutes Knowledge Group
      Feb 2016

    • Associate in Reinsurance (ARe)

      The Institutes Knowledge Group
      Mar 2019

    • CPCU - Charted Property Casualty Underwriter

      The Institutes Knowledge Group
      Jun 2017