Rebekah Lee
Milton keynes
Summary
Experienced customer service and sales professional with 15+ years driving client satisfaction and revenue growth across insurance, advertising, and consultancy services.
Currently providing executive support to the Founder at Agile Innovation Group, assisting with partnerships, client management, and business operations.
Hold a Level 3 Diploma in Horse & Stable Management and British Horse Society (BHS) Levels 1 & 2, with practical experience as a horse owner and trainer.
Known for excellent communication, problem-solving, and relationship-building skills, consistently delivering exceptional experiences and results.
Overview
15
15
years of professional experience
Work history
Executive Assistant to the Founder
Agile Innovation Group
London
11.2024 - Current
- Provide high-level executive support to the Founder, including complex diary management, travel arrangements, and meeting coordination.
- Act as the first point of contact on behalf of the Founder, managing communications with clients, partners, and stakeholders.
- Supporting business development by preparing presentations, proposals, and correspondence.
- Assisting in coordinating partnerships, contracts, and client outreach to drive company growth.
- Oversee sensitive and confidential information with professionalism and discretion.
- Contribute to marketing and social media initiatives, including LinkedIn content and partnership announcements.
- Ensure smooth daily operations by prioritising tasks and enabling the Founder to focus on strategic decision-making.
Customer Relations Expert
Policy Expert – UK Insurance Provider
01.2014 - 09.2025
- Provide tailored insurance support and guidance to a customer base of 1.5 million, ensuring high satisfaction and retention.
- Manage Zendesk CRM (Live Chat & Email) efficiently, meeting SLAs and KPI targets.
- Collaborate with Business Analysts to improve customer journeys and process efficiency.
- Lead daily workload management in Zendesk Omnichannel CRM, resolving enquiries, urgent claims, and policy changes professionally.
- Mentor and coach new and existing agents, enhancing skills, product knowledge, and team performance.
- Apply strong product knowledge and empathy to deliver exceptional customer experiences.
Field sales representative
MK News Newspaper
01.2013 - 12.2014
- Sold advertising space and features to businesses, with a focus on understanding client needs and providing solutions
- Developed and maintained strong relationships with clients, resulting in repeat business
- Consistently achieved monthly sales targets, contributing to the newspaper’s profitability
Field sales representative
Mk Citizen & Watford Gazette Newspapers
04.2010 - 12.2013
- Manage field sales for advertising, building and maintaining strong relationships with local businesses.
- Identify and pursue new sales opportunities, tailoring advertising packages to meet client objectives and increase revenue.
- Conduct presentations, negotiate contracts, and maintain long-term client relationships, resulting in high retention.
- Consistently meet and exceed sales targets, contributing to the growth of the newspaper’s advertising revenue.
Education
Customer Service Level 3 -
Innovate Awarding
Insurance Test Level 1 -
Chartered Insurance Institute
Skills
- Customer Service & Relationship Management – Skilled in managing inquiries, resolving issues empathetically, and building lasting client relationships
- Equestrian Expertise – Qualified with Horse & Stable Management Level 3 Diploma and BHS Levels 1 & 2; practical experience as a horse owner and trainer
- Executive Support – High-level assistance to senior leadership, including diary management, meeting coordination, and handling confidential information
- Team Coaching & Development – Experienced in mentoring and training team members to enhance performance
- Insurance Knowledge – Strong understanding of home insurance policies, products, and claims processes
- Problem Solving & Conflict Resolution – Adept at addressing challenges quickly and effectively to create positive outcomes
- Time Management & Adaptability – Efficiently prioritises tasks, meets deadlines, and thrives in dynamic environments
- Sales & Negotiation – Proven ability to exceed targets, promote products/services, and secure favourable agreements
Independent Horse Owner & Trainer
Equine Experience
- Former Horse Owner and Trainer - Gained extensive hands-on experience in the daily care, training, and management of horses, including feeding, exercising, grooming, and monitoring health.
- Applied knowledge from BHS qualifications and Horse & Stable Management Diploma to maintain high standards of equine welfare and stable management.
- Skilled in handling horses with varying temperaments, developing training routines, and ensuring safe, well-managed environments.
- Strong understanding of equine health, behaviour, and safety practices, built through both formal study and practical ownership experience.
Accomplishments
- Horse & Stable Management – Level 3 Diploma
- British Horse Society (BHS) Level 2
- British Horse Society (BHS) Level 1
Timeline
Executive Assistant to the Founder
Agile Innovation Group
11.2024 - Current
Customer Relations Expert
Policy Expert – UK Insurance Provider
01.2014 - 09.2025
Field sales representative
MK News Newspaper
01.2013 - 12.2014
Field sales representative
Mk Citizen & Watford Gazette Newspapers
04.2010 - 12.2013
Customer Service Level 3 -
Innovate Awarding
Insurance Test Level 1 -
Chartered Insurance Institute