Tracy Morris

Experience

• 

  Marsh Ltd

  Oct 2005 - Jan 2012

  Client Executive Leader

  • Career Progression: advanced within Marsh, starting as a Graduate Trainee in 1995 and moving up the ranks to New Business Support; Client Adviser; Multinational Client Adviser; Client Executive and Client Executive leader. This progression journey underscores my client-centric approach and ability to consistently exceed targets, contributing to the success of Marsh.• High-Value Account Management: ability to handle complex and significant client relationships. utilised my exceptional organisational and planning skills to effectively manage high-value accounts, both in the UK and globally. • Exceeding Targets: consistently delivered sustained growth, surpassing profit and performance targets. My exceptional performance in expanding sales was recognised by membership of the top revenue performers in the £250k revenue club• Safety Certification and Team Support: completed the ISOH managing safely certification and coached and supported my team in better understanding client risk management needs. • Adherence to Best Practices: consistently adhered to company best practices, ensuring faultless client care and delivering top-notch account management services. Dedicated to quality and excellence.• Client Communication and Growth: Effective communication with clients allowed me to understand their business needs, concerns, and opportunities for customised account handling. Seeking opportunities for account growth and development contributed to company revenue generation.• Interpersonal Skills: exceptional interpersonal skills enabled me to nurture strong, profitable client relationships Show less

• 

  Aon

  Jul 2012 - Oct 2023

  Head of Office - Commercial Risk, Aon (2021-2023)• Team Leadership: motivated and led a high-performing team of 22 colleagues, achieving consistent double-digit revenue growth year-on-year. • Financial Responsibility: financial acumen and ability to drive revenue growth - responsible for a multi- million P&L. Generated new and expanded service revenue with a 14% expanded services penetration in 2022. • Client Relationship Management: Chartered Manager status signifies a high level of competence in problem-solving, management and leadership skills. This knowledge improves my ability to relate to C’Suite challenges, increasing credibility to develop trusted relationships with existing and new clients in diverse industry sectors.• Change Management: adaptability and ability to drive positive changes within an organisation. Excelled in leading change management initiatives that enhance productivity delivering enhanced value to clients. • Expense Management: ability to optimise costs and improve efficiency, successfully managed department expenses and achieved a +9% spread through process and system innovation. • Employee Engagement: ability to create a positive and motivating work environment. Under my leadership, I fostered a work culture with high employee engagement, reaching an impressive 90%. • Coaching and Development: experience in coaching including GROW; nurturing talent development, succession planning and performance management of colleagues underscores my commitment to building a skilled and motivated workforce.• Talent Attraction and Retention: ability to build and develop a strong collaborative team culture; attracted and retained top talent with low attrition supported by proactive talent management.• Technical Knowledge: my strong technical knowledge of brokers/insurers products and services is crucial for providing effective solutions to clients. Show less Instrumental in driving global client engagement, ensuring compliance and best practices. Contributing to the growth and improvement of client services in the multinational arena.• Senior Relationship Manager: Played a crucial role in supporting global clients operating in the UK, maintaining and building strong client relationships.• Successful RFP Management: Successfully managed Requests for Proposals retaining existing clients and achieving growth by presenting conceptual and costed proposals to new clients.• Regional and International Presentations: presented regionally and internationally, contributing to the enhancement of colleagues' skills, knowledge, and behaviors through sharing best practices.• Thought Leadership: provided thought leadership to improve the multinational client experience, creating white papers and sharing industry insights.• Optimisation of Network Processes: worked on optimising processes and procedures within the multinational practice, aiming to enhance client value and improve the overall margin of the business.• Advocacy of the Multinational Client Value Proposition: actively advocated the value proposition for multinational clients, articulating the benefits and advantages of Aon's services Show less Played a crucial role in managing client relationships, leading a team, and achieving exceptional results in terms of revenue growth and client retention. My strategic support and leadership contributed to the overall success of the organisation in serving its clients.• Senior Client Relationship Director: senior client relationship director responsible for managing relationships with Corporate and Global out clients. Building strong relationships, understanding client needs, addressing their concerns, and ensuring their overall satisfaction.• Team Leadership: led a team of client directors and managers who were responsible for delivering service excellence. My leadership contributed to exceeding retention targets, evidencing effectiveness in maintaining and growing the client base.• Exceeding Revenue Targets: consistently exceeded annual revenue targets by +16%, demonstrating my ability to drive revenue growth for both existing and new clients. • Strategy Support: provided strategic support to the Client Directors and Managers, helping them align Aon's products and services with the specific needs of clients. Developed and implemented strategies to enhance client value and satisfaction. Show less

  • Head of Office - Commercial Risk, Aon

    Apr 2021 - Oct 2023

  • Multinational Practice Leader

    Jan 2017 - Oct 2023

  • Client Management Director

    Jul 2012 - Apr 2020
• 

  Lockton

  Mar 2024 - Jun 2024

  Senior Vice President - Client Executive
• 

  The Ardonagh Group

  Nov 2024 - Mar 2025

  Director
• 

  Gallagher

  Mar 2025 - now

  Deputy Managing Director