Joshua Lee is a licensed insurance professional and corporate trainer with over a decade of experience in the insurance industry. He holds multiple producer licenses across several states with line authority over health, life, and property & casualty.

His instructional approach is grounded in a background spanning sales operations, quality auditing, and team training. That foundation shapes the coursework by connecting the operational language of an insurance carrier and the technical language of statutory reporting, proving useful for accountants whose work bridges both.