Helen Thai Lee
About Helen Thai Lee
Helen Thai Lee is a Real Estate Account Manager at Woodruff Sawyer, where she has worked since 2000. She specializes in managing complex real estate insurance portfolios and has extensive experience in building valuation reports and premium allocation.
Work at Woodruff Sawyer
Helen Thai Lee has been employed at Woodruff Sawyer since 2000, serving as a Real Estate Account Manager for 24 years. In this role, she is responsible for creating detailed summaries of insurance and renewal specifications tailored for clients in the real estate sector. Her expertise includes managing complex real estate insurance portfolios, which encompasses the acquisition and disposition of properties. She also oversees the issuance of certificates of insurance and manages billing processes for real estate accounts.
Education and Expertise
Helen Thai Lee earned a Bachelor of Science degree in Managerial Economics from the University of California, Davis. This educational background provides her with a solid foundation in economic principles and managerial strategies, which she applies in her role as a Real Estate Account Manager. Her expertise includes building valuation reports and premium allocation specifically for real estate clients, ensuring that they receive tailored insurance solutions.
Previous Experience at Andreini & Company
Before joining Woodruff Sawyer, Helen Thai Lee worked at Andreini & Company as an Employee Benefits Analyst from 1999 to 2000. This position allowed her to gain valuable experience in the insurance industry, further enhancing her skills in client management and insurance analysis. Her time at Andreini & Company contributed to her comprehensive understanding of insurance products and client needs.
Insurance Portfolio Management
In her current role, Helen Thai Lee specializes in managing complex real estate insurance portfolios. This includes handling policy and endorsement reviews to ensure that her clients have comprehensive coverage. Her responsibilities also involve creating detailed summaries of insurance specifications, which are crucial for clients navigating the complexities of real estate transactions.