Jimmy Lee

Managing Principal

Jimmy Lee is a creative and innovative leader with wide expertise and results in P&L management, sales, marketing, underwriting, consumerism, product, actuarial pricing, finance, risk management, strategy, and operations. He has held several accountable positions, including Senior Vice President of Individual, Small & Large Group, President of Individual Division, and GM of UniCare, Inc. In addition, he has demonstrated deep expertise in sales, marketing, consumerism, product, pricing, underwriting, operations, strategy and P&L accountability.

Jimmy has a Finance degree from Western Illinois University, CLU, FLMI, HIA, and MHP designations, and Indiana University Kelly Business School Service Program. He has served on Board of Directors, including the Illinois Chamber of Commerce, Texas Association of Business, UniCare Board, Easter Seals, and Project HELP.

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