Client Advisor Resume
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1147 Pringle Drive
Burr Ridge, IL 60527
(111)-811-5653
m.morgan@emailaddress.com
Job Objective: Looking for a position as a Client Advisor in order to grow and advance within the organization while also advancing the organization.
Summary of Qualifications:
Strong experience in relationship management within the financial services industry
Thorough Deposit and General Banking knowledge
Extensive knowledge of all wealth management products and services
Ability to provide credit solutions to clients
Strong consultative sales skills and client service skills
Ability to sell a wide range of products and services
Work Experience:
Client Advisor, August 2005 - Present
SunTrust Banks, Burr Ridge, IL
Presented day-to-day client service by determining client needs.
Provided the clients with exact information using appropriate resources.
Collected the information from client related to risk management needs and evaluated best way to manage the client's risk.
Interacted the clients' needs and binding instructions to carriers.
Managed the client accounts receivables to make sure timely collection of premiums and payments to carriers.
Ensured that all regulatory requirements are met and complied with all internal policies and procedures.
Client Advisor, May 2000 – July 2005
Marsh & McLennan Companies, Burr Ridge, IL
Assisted in account services for client’s existing accounts.
Interacted with client to assess their risk management needs.
Analyzed client's exposures and loss experience against current types of coverage.
Interacted with the broking plan to clients, brokers and carriers, as appropriate.
Received, negotiated and evaluated the quotes from the carrier and the broking center and presented a recommendation to client.
Implemented and maintained a quality post-sales service plan.
Education:
Bachelor's Degree in Business Administration, Grove City College, Grove City, PA
