Jeff Lye

About Jeff Lye

I am a Product Owner and Product Manager with 15 years of insurance experience and 8 years leading and developing high-performing teams in insurance and technology environments. I help companies where \"the business\" and \"IT\" talk past each other or just can\'t communicate well. I meet users where they are, build relationships, understand processes, and suggest improvements that help meet business goals. I have 8 years of Product experience working with medium to large companies and 8 years of experience managing as many as 13 direct reports. I have a proven track record of initiating and supervising enhancements that drive revenue and improve customer experience.I bring a unique combination of leadership, product ownership, and client-facing experience, enabling me to influence outcomes both through direct team leadership and cross-functional collaboration.I love collaborating with end users, developers, UX, and other parts of the company to solve problems complex problems. I\'m at my best when I can take a deep dive into a new topic by learning on my own and collaborating with others to gain from their experiences, then take those lessons and relationships and make a better experience for our users-Jira-Salesforce CRM-Road mapping-User stories-Agile teams-Stakeholder collaboration-Writing user stories-Business Processes-Requirements gathering-Cross-functional projects-User acceptance testing-UX and QA collaboration-User journey mapping-Health Insurance/Medicare-QA testing-UAT-Stakeholder management

Experience

1. Solutions Consultant (Permanent)

   AgentSync

   Apr 2025 — Present

   AgentSync is a venture-backed insurtech SaaS startup that provides insurance agent lifecycle management. Built on the Salesforce platform, AgentSync is used by some of the most recognized names in the modern insurance industry.I act as the Product Owner on delivery teams working to customize and implement AgentSync\'s products. Everything from \"here\'s what Sales sold\" to \"Go Live\" day is mine.• Work on projects with contracts totaling over $2.38M ARR.• Serve as Product Owner for delivery team.• Drive discovery meetings with clients to understand details of their business operations.• Make strategic and tactical UI/UX decisions to improve the solution\'s ease of use and efficiency.• Conduct sprint demos.• Understand and map business processes and identify opportunities for improvement.• Create user stories to solve customer problems and streamline business operations.• Collaborate with developers to design solutions that satisfy customer needs.• Write test scenarios for customized client experience.• Conduct QA tests and coordinate with developers for bug fixes.• Ensure smooth transition from sales team to implementation team.• Identify trends in customer needs and communicate those needs to Product teams.

Education

• North Carolina State University

  Bachelor of Science, Business Administration

• East Carolina University

  Master of Business Administration - MBA

Skills

• Property & Casualty Insurance
• Medicare Supplements
• Health Insurance
• Sales
• Credit
• Referrals
• Relationship Marketing
• Life Insurance
• Finance
• Closing Deals
• Disability Insurance
• Empathy
• Commercial Insurance
• Lead Generation
• Training
• Commitment to Customer Service
• Insurance
• Phone Skills
• Cold Calling
• Customer Retention
• Customer Service
• Direct Sales
• Medicare Advantage
• Term Life Insurance
• Licensed Life & Health Insurance Agent
• Sales Trainings
• Small Group Presentations
• Interpersonal Communication Abilities
• Networking