Liz Lee

Individual Life and Health Insurance Agent at Tricor Insurance

Liz Lee has a diverse work experience in the insurance and financial industry. Liz started their career as a Licensed Insurance Agent at Jeff Clark and Associates in January 2021 and worked until February 2022. Liz then joined Ameriprise Financial as an Office Manager in August 2013 and worked there until January 2022. In this role, they provided assistance to clients with various financial needs, including estate settlements and account openings. Liz also worked as the Director of Marketing, Advancement, and Community Relations at Assumption Catholic School from March 2023 to July 2023. Currently, they are working at TRICOR Insurance as an Individual Life and Health Insurance Agent, starting from June 2023.

Liz Lee obtained their Bachelor of Business Administration (BBA) degree with a management emphasis from Lakeland University in 2022. Before that, they earned an associate's degree from Fox Valley Technical College between 2005 and 2007. In February 2022, Liz also obtained a certification as an Insurance Agent in Accident, Health, Life, Variable Life & Variable Annuities from the State of Wisconsin.

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Timeline

  • Individual Life and Health Insurance Agent

    June, 2023 - present