Lee has over 25 years of experience as an insurance broker, including eight years as the Executive Vice President of a large multi-state insurance agency with complete operational responsibility. Prior to entering the insurance industry, Lee was employed in the accounting industry, having earned the Controller position of a major residential mortgage company before being tapped to run their affiliated insurance broker operations.
In 1994, Lee founded Centric Insurance Agency. After 20 years as an independent agency, Lee chose CBIZ as the best strategic partner to serve Centric’s growing private and public sector client base. Lee joined CBIZ Insurance Services, Inc. dba CBIZ Centric in January 2014.
In Lee’s role as President of CBIZ Centric, he is responsible for the operations of the New Providence office, including client service and business development. Lee is also actively managing his portfolio of clients, including risk management and the procurement of insurance to cover his clients’ evolving needs.
Lee focuses his attention on developing the best combination of insurance coverage and risk management techniques for the clients he serves and developing the employee talent pool in his office.
Lee is a frequent presenter and panel member for risk management issues facing public schools, and is the creator of numerous risk management guides that serve as the foundation of sound risk management.
- Presenter; Associate of School Business Officials County Meetings
- Presenter; Regional Risk Management sessions – Joint Insurance Fund