Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Lee Fitzgerald

Dudley,DUD

Summary


I am a dedicated financial services professional with over 20 years of experience in the insurance industry, known for my ability to connect with clients from diverse backgrounds. With a friendly, approachable manner and a flexible approach, I bring a wealth of knowledge in employee benefits and have a strong passion for promoting employee wellbeing.

I have extensive experience working with US-based clients in the financial services and tech sectors, as well as a deep understanding of market dynamics across multiple industries. My strengths in relationship building, sales development, and market knowledge enable me to create tailored solutions that drive both client satisfaction and business growth.

A skilled communicator, I am trusted to educate employees on their benefits through various media, including webinars and presentations. One of my proudest achievements is being selected as part of the European Sales Counsel for 2024/2025, where I contribute to the development of sales strategies and the expansion of our business into new areas.

As I look to the future, I am eager to take on a new challenge in the risk and healthcare space, where I can leverage my expertise to drive innovation and continue making a positive impact on employee wellbeing.

Overview

17
17
years of professional experience
26
26
years of post-secondary education

Work History

Employee Benefit Consultant

NFP Europe
Birmingham
01.2018 - Current
  • Responsible for a significant and varied portfolio of clients with many being head quartered out of the United States
  • Responsible for relationship management with senior business leaders to develop their benefit strategy in the UK
  • Analyses market data to create competitive compensation and benefits packages for clients
  • Extensive experience across pensions, risk and wellbeing benefits
  • Conducted workforce planning and benchmarking to meet client needs
  • Recruited, hired and trained new employees to optimise profitability
  • Monitored evolving regulatory changes and parameters to maintain operational compliance for my clients
  • Employee education including webinars, and onsite or digital presentations
  • Integrated sales experience ensuring that we upsell services to other areas of our business
  • Secured upsell revenue of £90,000 from my client panel in 2022
  • Experience with Dynamics and other tool to track upsell opportunities
  • Works on the promotion of our services through different communication platforms and media


Senior Account Manager

NFP Europe
Birmingham, West Midlands
03.2016 - 01.2018
  • A senior account manager responsible for a portfolio of clients and their employee benefits.
  • Prepared tenders, proposals and contracts for our employee benefit consultants
  • Ensure client projects were delivered to an exceptionally high quality, proactively keeping clients informed throughout the process
  • Ensure that benefits are running effectively
  • Trained to reconcile and understand complex accounts and check for accuracy before seeking payment with the client.
  • Conducted market and competitor analysis to identify growth opportunities within our client panels
  • Addressed problems in proactive and knowledgeable manner to maintain and enhance client satisfaction.
  • Cultivated long-term relationships with clients, with many of my client relationships spanning 5 or more years
  • Production of employer guides and benefit summaries on an annual basis
  • Handled customer concerns and complaints to resolve issues and build loyalty.

Group Risk Specialist

Arthur J Gallagher
Birmingham, West Midlands
08.2015 - 03.2016
  • Responsible for a portfolio of clients group risk benefits.
  • Produced renewal reports for the employee benefit consultants
  • Oversaw implementation of changes to maintain compliance in light of regulatory changes
  • Assessed client portfolios to maximise return on investment.
  • Translated financial jargon for complete client understanding.
  • Account reconciliation and payment tracking.

Support Analyst

Barclays Wealth & Investment Management
Birmingham
05.2014 - 07.2015
  • Worked as a part of the auto enrolment team supporting Barclays clients with pensions & auto enrolment
  • Responsible for tracking opportunities within Sales Force system.
  • Developed knowledge-sharing methodologies, diagnostic tools and creative processes to improve end-user experience.
  • Wrote employer proposals related to current products.
  • Leveraged available resources, knowledge and tools to resolve customer requests.

Group Risk & Healthcare Specialist

Johnson Fleming
Birmingham, West Midlands
07.2008 - 03.2014
  • Collated data to aid model development and MI production.
  • Responsible for a portfolio of clients and worked with the employee benefit consultant to support these clients.



Education

Foundation Insurance Test - General Insurance

CII
Birmingham
01.2005 - 03.2005

FPC 1 - Insurance

CII
Birmingham
03.2003 - 07.2003

BTEC Diploma in Science - Science

Matthew Boulton College
Birmingham
09.1992

GCSEs - German

Frankley High School
Birminhgam
09.1986 - 09.1991

GCSEs - English

Frankley Community High School
Birmingham
09.1986 - 09.1991

GCSEs - Science

Frankley High School
Birmingham
09.1986 - 09.1991

GCSEs - Maths

Frankley High School
Birmingham
09.1986 - 09.1991

GCSEs - Humanities

Frankley High School
Birmingham
09.1986 - 09.1991

Skills

  • Employee relations
  • Contract negotiation
  • Resource allocation
  • Programme management
  • Regulatory compliance
  • Dispute resolution
  • Benefits administration
  • New employee orientation
  • Strategic planning advice
  • Teamwork and Collaboration

Languages

English
Native

Timeline

Employee Benefit Consultant

NFP Europe
01.2018 - Current

Senior Account Manager

NFP Europe
03.2016 - 01.2018

Group Risk Specialist

Arthur J Gallagher
08.2015 - 03.2016

Support Analyst

Barclays Wealth & Investment Management
05.2014 - 07.2015

Group Risk & Healthcare Specialist

Johnson Fleming
07.2008 - 03.2014

Foundation Insurance Test - General Insurance

CII
01.2005 - 03.2005

FPC 1 - Insurance

CII
03.2003 - 07.2003

GCSEs - German

Frankley High School
09.1986 - 09.1991

GCSEs - English

Frankley Community High School
09.1986 - 09.1991

GCSEs - Science

Frankley High School
09.1986 - 09.1991

GCSEs - Maths

Frankley High School
09.1986 - 09.1991

GCSEs - Humanities

Frankley High School
09.1986 - 09.1991

BTEC Diploma in Science - Science

Matthew Boulton College
Lee Fitzgerald