Ben Lee
Associate Director - Private Clients @W B Baxter
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WORK HISTORY
Associate Director - Private Clients @W B Baxter
Emerging Leader in High-Net-Worth & Mid-Net-Worth Insurance SolutionsClient-Focused & Results-DrivenSummaryAs an Associate Director specialising in Private Clients, I bring a client-focused approach to managing and developing tailored insurance solutions for high-net-worth (HNW) and mid-net-worth (MNW) clients. In this role, I oversee key processes across new business, renewals, adjustments, claims, and credit control ensuring efficiency and adherence to best practices.Stepping into leadership, I am committed to developing my management skills through supporting and mentoring team members while fostering collaboration across departments, and driving a positive, results-oriented culture.In addition to managing a portfolio of HNW and MNW clients, I take responsibility for addressing complex issues and overseeing client satisfaction across the division. I am also involved in driving performance targets, I work closely with insurers and suppliers to build strong relationships, ensure seamless operations, and identify new insurers and suppliers to enhance and expand our offering.Beyond my management, client, and supplier responsibilities, I oversee accounts reconciliation for insurers and clients for all insurance divisions, perform the company monthly client money calculations, and manage the company\'s IT infrastructure, website, and operational platforms to ensure smooth and effective performance and a focus on driving efficiencies.I am passionate about growing the Private Client Division by seeking innovative solutions, streamlining processes, and contributing to the team’s success. Leadership is a key focus whilst ensuring exceptional delivery and service through the fostering of strong client and insurer partnerships.
EDUCATION
University of Leeds
Bachelor of Arts - BA, Business, Management, Marketing, and Related Support Services
SKILLS
ABOUT BEN LEE
Associate Director - Private Clients at W B Baxter Ltd
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