July 18, 2023

ClassicPlan Premium Finance is pleased to announce the appointment of Charles Lee as our new Director of Operations. 

Charles has been in leadership positions in the travel industry for the past 8 years and is sure to bring a wealth of experience to his new role. His record of achieving production successes and his resourceful, determined leadership style are assets that will significantly benefit our company. 

President Jim Walski notes, “ClassicPlan is committed to advancing our mission of Funding the American Dream through strategic insurance premium financing solutions. Charles’ addition to our team aligns with our mission and his experience will undoubtedly be pivotal in reaching our growth objectives.” 

Our Director of Sales, Geoff Byers, also highlights Charles’ potential contributions, stating, “Charles’ strategic thinking, process improvement, and automation expertise will enhance our service delivery and strengthen our position in the industry.” 

Charles began his role on Monday, July 17th. As he transitions into this new position, ClassicPlan is prepared to support him in understanding our unique business model, processes, strengths, and weaknesses. 

We look forward to the positive impact Charles will have on our company’s future growth and we invite our partners and clients to join us in welcoming him. 

Stay tuned for further updates. 

Best Regards,
ClassicPlan Premium Finance, Inc. 

ClassicPlan offers a full range of flexible premium finance solutions for insurance agency producers that fit their clients’ individual situations.