Lee W.
Small Business Account Manager @World Insurance Associates LLC
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WORK HISTORY
Small Business Account Manager @World Insurance Associates LLC
Dublin, OH, US
EDUCATION
Tolles Career and Technical Center
High School Dipolma, Criminal Justice/Police Science
Hondros College of Business
Insurance
Columbus State Community College
Electrical and Electronics Engineering
ABOUT LEE W.
Client Success and Relationship Management leader with 20+ years of experience driving retention, revenue growth, and long-term portfolio development across multi-state markets. Licensed in Property & Casualty, Life, Accident, and Health insurance, with non-resident licensing across 20+ states.Recognized as a consistent top performer, I have built high-retention client portfolios while earning a strong record of 5-star customer satisfaction reviews. My approach centers on trust-based relationship building, consultative strategy, and delivering measurable client outcomes in regulated environments.I am focused on expanding impact through client success leadership, team development, and operational improvement. I partner cross-functionally with sales, operations, and compliance teams to enhance client lifecycle strategy, strengthen engagement, and drive sustainable growth.Core strengths: Client Success Strategy | Relationship Management | Retention & Expansion | Customer Experience | Regulatory Alignment | Performance Coaching
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