Mandy Lee Location
- California, United States
Mandy Lee Work
- 2026 -now Account Executive @
- 2022 -now Client Executive @
- 2016 -2022 Account Executive @
- 2012 -2016 Group Account Manager @
- 2010 -2012 Account Manager @ D. Bezona & Company Insurance Services
- 2009 -2011 Bookkeeper @ Contractor Manager, Inc.
- 2007 -2010 Bookkeeper @ Azulene Day Spa
- 2000 -2010 Bookkeeper and Office Manager @ North Coast HVAC, a CA Corporation
Mandy Lee Education
- University of San Francisco
Bachelor of Public Administration (Nonprofit Organization)
2011-2012 - Santa Rosa Junior College
Associates (Business Administration/Accounting)
2007-2009 - Rancho Cotati High School
Diploma (General Education, Drama)
1994-1998
Mandy Lee Skills
- Benefits Administration
- Account Management
- Customer Service
- Employee Benefits
- Health Insurance
- Microsoft Office
- Maintaining Strong Client Relationships
- Customer Satisfaction
- Time Management
- Ancillary Benefits
- Analysis
- Project Management
- Quote Preparation
- Microsoft Excel
- Outlook
- PowerPoint
- Microsoft Word
- Strategic Planning
- Renewal Retention
- Office Management
- Insurance
- Health Savings Accounts
- Flexible Spending Accounts
- COBRA
- Payroll
- Teamwork
- Bookkeeping
- Human Resources
- Administrative Assistants
- Data Entry
- Accounts Payable
- Sales Management
- Employee Relations
- Accounting
- Accounts Receivable
- Open Enrollment
- Payroll Services
- Maintaining Strong
- Administrative
- Training
- Business Development
- Management
- Producer Licensing
- Leadership
- Flexible Spending
- Sales
Mandy Lee Summary
- Mandy Lee, based in California, United States, is currently a Account Executive at Sequel Insurance Services. Mandy Lee brings experience from previous roles at EPIC Insurance Brokers & Consultants, Brown & Brown Insurance of Northern California, Sitzmann Morris & Lavis Insurance Agency and D. Bezona & Company Insurance Services. Mandy Lee holds a 2011 - 2012 Bachelor of Public Administration in Nonprofit Organization @ University of San Francisco. With a robust skill set that includes Benefits Administration, Account Management, Customer Service, Employee Benefits, Health Insurance and more. Mandy Lee has 3 emails and 1 mobile phone numbers on RocketReach.
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