Lee Forrest

About

Experience

• Corporate Client Executive at Marsh McLennan
  Jul 2023 - Present · 3 yrs

• Account Executive at Towergate Risk Solutions Milton Keynes
  Oct 2007 - Jul 2023 · 15 yrs 10 mos

  Responsible for a large, diverse & complex commercial insurance account. Ensuring client satisfaction, encouraging positive account growth by way of cross sell, enhancing policy cover or by way of long term strategy. Successfully converting new prospects/clients & currently achieving a considerable new income stream in a very testing market place.

• Commercial Account Handler at DPR/Folgate/Towergate Insurance Broker
  Apr 2003 - Oct 2007 · 4 yrs 7 mos

  Responsible for the general day-to-day running & growth of an existing commercial insurance account. Involved in liaising between clients, Account Executives & Insurers. Involved with all aspects of commercial insurance within the SME market, including claims (until claims departmentalised).

• Hi Net Worth Account Handler at DPR Commercial Insurance Brokers
  Apr 2001 - Apr 2003 · 2 yrs 1 mo

  Involved in looking after & growing a large book of existing clients - 'hi-net worth' personal accounts - affluent/famous clients.

• Development Co-ordinator at T F Bell Insurance Brokers
  May 1999 - Apr 2001 · 2 yrs

  Client facing role, involved in the development of existing personal & commercial accounts - increasing income via cross selling opportunities.