Regan Lee
Client Services | Operations Specialist | Insurance & Financial Services | Data & Documentation Management | Pilates/Yoga Instructor
- Role
- Client Services Associate at Palomar
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Regan Lee
Detail-oriented and operations-savvy professional with Customer and Sales experience in…
Experience
Client Services Associate
Feb 2025 — Present · San Diego, US
Serve as the first point of contact for internal teams and external clients, providing technical assistance and training on catastrophic insurance products—demonstrating strong communication and customer service skills.• Collaborate cross-functionally with relationship specialists, operations, and leadership to ensure quality onboarding and accurate documentation• Manage agency administration and assist in marketing to agents and strategic partners
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