David Roque-Martinez Email and Phone Number
Experienced in the insurance industry. Skilled in Negotiation, Business Planning, Sales, Customer Relationship Management (CRM), and Team Building. Strong consulting professional graduated from University of Puerto Rico.
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Client Advisor I Assistant Vice PresidentMarsh Saldaña Inc.Puerto Rico -
Client Advisor I Assistant Vice PresidentMarsh Saldaña Inc. Nov 2012 - PresentSan Juan• Senior Account Executive managing the Institutional and International Business unit.• Develop and maintain client relationship and satisfaction• Develop Strategic Solutions for all Employee Health and Benefit's insurance programs .• Coaching and training development to create a culture of continuous improvement within client-level expectations• Project scheduling, delegating work , monitoring Account Executive to meet deliverables, and also tracking the status of… Show more • Senior Account Executive managing the Institutional and International Business unit.• Develop and maintain client relationship and satisfaction• Develop Strategic Solutions for all Employee Health and Benefit's insurance programs .• Coaching and training development to create a culture of continuous improvement within client-level expectations• Project scheduling, delegating work , monitoring Account Executive to meet deliverables, and also tracking the status of outstanding issues • Identify sales opportunities through assigned book of business and other business units. Show less -
Business ManagerAon Risk Puerto Rico Nov 1996 - Oct 2012San Juan• Senior Account Executive managing International and the Institutional Business unit .• Develop and maintain client relationship and satisfaction• People and Performance management.• Coaching and training development to create a culture of continuous improvement within client-level expectations• Project scheduling, delegating work , monitoring Account Executive to meet deliverables, and also tracking the status of outstanding issues • Create and establish administration… Show more • Senior Account Executive managing International and the Institutional Business unit .• Develop and maintain client relationship and satisfaction• People and Performance management.• Coaching and training development to create a culture of continuous improvement within client-level expectations• Project scheduling, delegating work , monitoring Account Executive to meet deliverables, and also tracking the status of outstanding issues • Create and establish administration process to improve business efficiency. • Identify sales opportunities through assigned book of business and other business units. Achievements• Manage and increase 100% book of business during the last 13 years • Meeting Sales Objectives during this period (average per year 8%)• Retention of 95% of clients • Underwriting and Actuarial Course Certificate Show less
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Account ManagerMercer Consulting Mar 1993 - Nov 1996San Juan Puerto Rico• Manage assigned book of business of $750,000 in commissions• Prepare RFPs and review proposal responses for presentation.• Carrier negotiations (i.e., lead negotiations for smaller and large plan )• Review and negotiate renewal contract benefits and rates• Perform vendor management, problem resolution, negotiations. • Coordinate implementation activities with client and vendor• Develop relationships with day-to-day client contacts• Perform data analysis with… Show more • Manage assigned book of business of $750,000 in commissions• Prepare RFPs and review proposal responses for presentation.• Carrier negotiations (i.e., lead negotiations for smaller and large plan )• Review and negotiate renewal contract benefits and rates• Perform vendor management, problem resolution, negotiations. • Coordinate implementation activities with client and vendor• Develop relationships with day-to-day client contacts• Perform data analysis with financial modeling of plan design alternatives Show less
David Roque-Martinez Skills
David Roque-Martinez Education Details
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Business Aministration Concentration In Marketing/Marketing Management / Accounting & Finance -
La Salle High SchoolHigh School/Secondary Diplomas And Certificates
Frequently Asked Questions about David Roque-Martinez
What company does David Roque-Martinez work for?
David Roque-Martinez works for Marsh Saldaña Inc.
What is David Roque-Martinez's role at the current company?
David Roque-Martinez's current role is Client Advisor I Assistant Vice President.
What schools did David Roque-Martinez attend?
David Roque-Martinez attended Universidad De Puerto Rico, La Salle High School.
What skills is David Roque-Martinez known for?
David Roque-Martinez has skills like Employee Benefits, Health Insurance, Team Leadership, Strategy, Financial Analysis, Team Building, Management, Customer Service, Insurance, Performance Management, Underwriting, Risk Assessment.
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