Jon D. Lee, ARM

Biography. Joining Risk International in 2003 as a risk analyst, Jon was promoted to his current position of risk manager in 2009. He continues to provide clients with risk management data analysis, Total Cost of Risk (TCOR) benchmarking, insurance program management and reviews, insurance broker selection, TPA accountability, short-tail claims oversight, and strategic broker relationship management.

Prior to joining Risk International, he was a financial risk analyst for a large specialty jeweler where he developed, maintained and created efficient business processes to reduce financial risk exposures, while reengineering and automating the credit risk reporting function.

Jon holds the Associate in Risk Management (ARM) designation from The American Institute for Chartered Property Casualty Underwriters and Insurance Institute of America.

Jon is also an active member of the community and enjoys working with the Boy Scouts of America.

leading areas of expertise

risk management services

• alternative risk finance or transfer analysis
• broker appointment & relationship management
• broker/tpa/vendor evaluation, selection, and management
• captive feasibility study
• claim development, allocation, and reserves
• claims management
• contingent risk management
• contract review
• collateral reduction
• exposure analysis
• insurance audit/gap analysis
• insurance budget, allocation, and reserves
• insurance coverage policy charting
• insurance document management
• insurance renewal administration
• limit and retention analysis
• loss portfolio transfer
• risk management manuals
• schip compliance services
• short-tail claims oversight
• strategic claims management and reporting
• strategic insurance program design
• tcor benchmarking

other areas of expertise

claims mitigation services

• broker/tpa/vendor evaluation, selection, and management
• claim development, allocation, and reserves
• claims management
• insurance budget, allocation, and reserves
• insurance coverage policy charting
• short-tail claims oversight
• strategic claims management and reporting

claims recovery

• claims management
• exposure analysis
• insurance coverage policy charting
• strategic claims management and reporting

insurance archaeology

• claims management
• insurance coverage policy charting
• lost policy reconstruction