Laura
Columbus,,GA
Summary
Senior Private Client Manager at Marsh & McLennan with expertise in developing tailored insurance solutions and building robust client relationships. Demonstrated success in improving client satisfaction and retention through strategic communication and analytical problem-solving. Consistently recognized for delivering exceptional service standards while anticipating and addressing client needs.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Senior Private Client Manager
Marsh & McLennan
Columbus, GA
05.2003 - Current
- Developed tailored insurance solutions aligned with client needs and preferences.
- Managed client accounts through regular reviews and strategic advice.
- Resolved client inquiries promptly, ensuring high service standards.
- Cultivated strong client relationships to enhance satisfaction and retention.
- Achieved top-level expectations for both client and company satisfaction.
- Maintained ongoing communication with clients to proactively address evolving requirements.
Commercial Account Manager
The Heritage Agency
Phenix City, Alabama
08.2001 - 05.2003
- Cultivated client relationships to enhance satisfaction and retention rates.
- Developed customized insurance solutions for diverse commercial clients.
- Prepared financial agreements and processed invoices for client accounts.
- Engaged customers through effective verbal communication to identify needs and requirements.
- Maintained a comprehensive book of business to track client interactions.
Education
Bachelor of Science - General Busines
Columbus State University
Columbus, GA02-2009
Skills
- Client relationship management
- Customized insurance solutions
- Client retention strategies
- Problem solving
- Effective communication
- Time management
- Adaptability to change
- Critical thinking
- Negotiation skills
- Active listening
- Attention to detail
Certification
- Accredited Associate in Insurance
References
References available upon request.
Timeline
Senior Private Client Manager
Marsh & McLennan
05.2003 - Current
Commercial Account Manager
The Heritage Agency
08.2001 - 05.2003
Bachelor of Science - General Busines
Columbus State University
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