Philip Lee Email & Phone Number
Independent Broker @ Wellpoint Anthem
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Philip Lee Location
- Lafayette, CA, US
Philip Lee Work
- 1990 -now President, Employee Benefits Advisor and Health Insurance Broker @ BLIS Corporation dba Lee Health Insurance Services
- 1990 -now Independent Broker @
- 1991 -now Independent Broker @
- 1991 -now Independent Broker @
- 2016 -2017 Past President, Benefits Broker Industry Association @ Golden Gate Association of Health Underwriters GGAHU
- 2016 -2017 Past President, Benefits Broker Industry Association @ Golden Gate Association of Health Underwriters GGAHU
- 2011 -2017 Past Board Chair, Benefits Broker Industry Association @ Golden Gate Association of Health Underwriters GGAHU
- 2011 -2017 Past Board Chair, Benefits Broker Industry Association @ Golden Gate Association of Health Underwriters GGAHU
- 1984 -1987 Consumer Research @
- 1984 -1987 Consumer Research @
- 1979 -1984 Consumer Research @ RJ Reynolds/Del Monte Corporation
- 1979 -1984 Consumer Research @ RJ Reynolds/Del Monte Corporation
- 1975 -1979 Corporate Banking @
- 1975 -1979 Corporate Banking @
- 1973 -1975 Photo Editor @
- 1973 -1975 Photo Editor @
Philip Lee Education
- University of California, Berkeley, Haas School of Business
MBA (Finance)
1976-1979 - University of California, Berkeley, Haas School of Business
MBA, Finance
1976-1979 - Cornell University
A.B. College of Arts and Sciences (Econometrics and Quantitative Economics Honors Program)
1971-1975 - Cornell University
A.B. College of Arts and Sciences, Econometrics and Quantitative Economics Honors Program
1971-1975 - Laurelcrest Devonshire Preparatory School
High School with Honors
1970-1971
Philip Lee Skills
- Health Insurance
- Insurance
- Employee Benefits
- Disability Insurance
- Health Savings Accounts
- Term Life Insurance
- Long-term Care
- Life Insurance
- Medicare
- Workers Compensation
- Claim
- Retirement
- Fixed Annuities
- ERISA
- 401k
- Insurance Brokerage
- Vision Plans
- Medical Plans
- Dental Plans
- PPO
- HMO
- Underwriting
- Medicare Advantage
- Long Term Care
- Long Term Disability
- Health Care Reform
- Medicare Plans
- Cafeteria Plans
- Self Funded Plans
- Group Plans
- Individual Plans
- Family Plans
- HIPAA
- Small Group Health Insurance & Benefits
- Large Group Health Insurance & Employee Benefits
- Covered CA Health Benefit Exchange Expert
- San Francisco HCSO
- Certified Insurance Agent for Covered CA
- Health Care Consumer Advocate
- Brokers
- Strategic Planning
- Long Term Care Insurance
- Small Business
- Marketing
- Working with Brokers
- Large Group Health Insurance and Employee Benefits
- Human Resources
- Small Group Health Insurance and Benefits
- Microsoft Word
- Research
Philip Lee Summary
- Philip Lee, based in Lafayette, CA, US, is currently a Independent Broker at Anthem Blue Cross (Wellpoint). Philip Lee brings experience from previous roles at BLIS Corporation dba Lee Health Insurance Services, Blue Shield of California, Kaiser Permanente and Golden Gate Association of Health Underwriters GGAHU. Philip Lee holds a 1976 - 1979 MBA in Finance @ University of California, Berkeley, Haas School of Business. With a robust skill set that includes Health Insurance, Insurance, Employee Benefits, Disability Insurance, Health Savings Accounts and more. Philip Lee has 1 emails and 5 mobile phone numbers on RocketReach.
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