Within the Corporate, Risk and Broking Division I advise large and complex multinational clients and lead a team of people. I design and execute clients' global insurance strategy providing coordination, consistency and compliance around the world. In addition, I collaborate with the M&A team regarding new innovative solutions and ensuring placement, execution and delivery of the WTW proposition for clients during RFPs. ☛ Lead and executed strategy for new media client that dissatisfied… Show more Within the Corporate, Risk and Broking Division I advise large and complex multinational clients and lead a team of people. I design and execute clients' global insurance strategy providing coordination, consistency and compliance around the world. In addition, I collaborate with the M&A team regarding new innovative solutions and ensuring placement, execution and delivery of the WTW proposition for clients during RFPs. ☛ Lead and executed strategy for new media client that dissatisfied with its current broker came to WTW to help gain clarity around local policies that had come from a previous acquisition. With less than two months prior to the global property renewal, I coordinated the placement of the existing controlled master program whilst simultaneously addressing the acquired local policies, by coordinating the BOR’s, evaluating local policy T&C, and getting quotes for their inclusion in the CMP. This brought to improved visibility and communication between HQ and the local offices and overall satisfaction of the client. ☛ Reassessed long-term client insurance portfolio that needed some improvements after a series of acquisitions. After review of their current program and exposures, I saw an opportunity to market the account. I communicated this during the renewal strategy meeting with the client and I identified additional areas of risk and pockets of saving. I collaborated with the client every step of the process and engaged with our support team in India. By using tools such as Axco for global compliance and negotiating with the panel market, I was able to provide competitive quotes that were $100k less than expiring. ☛ Client in the baseball industry needed help customizing their foreign casualty program to accommodate broader coverage for players, scouts and employees. Coordinated ad hock meetings with the insurance carrier and the client, streamlining communication to get to a mutual agreed manuscript endorsement. Show less

Within the Qualified Solutions Group in NYC, assess and manage a book of 150 complex multinational clients that belong to Fortune 500 companies. Use risk expertise with controlled master programs and knowledge of the international regulations to advise clients on potential gaps in coverage, develop customized solutions and reduce their overall cost of risk. Collaborate with multiple groups across the firm and participate in strategic projects such as RFPs and M&A deals to acquire new clients… Show more Within the Qualified Solutions Group in NYC, assess and manage a book of 150 complex multinational clients that belong to Fortune 500 companies. Use risk expertise with controlled master programs and knowledge of the international regulations to advise clients on potential gaps in coverage, develop customized solutions and reduce their overall cost of risk. Collaborate with multiple groups across the firm and participate in strategic projects such as RFPs and M&A deals to acquire new clients and expand Marsh’s book of business. Mentor and coach employees on internal processes and negotiation techniques with panel markets.☛ Facilitated thorough assessment of a new media client. Found out about coverage gaps and inconsistency with the current insurance program. Suggested creative solutions to utilize economies of scale at the global level. This approach brought to a 15% cost saving on the annual premium and compliance with the local regulations. Consequently, the company limited its liability and gained more control on their exposures.☛ Performed contract review for a long-term client expanding its operations in Brazil. Became the liaison between the US carrier and the client requesting amendments to the current policy to account for the new contract specifications and the risks/parts involved in the transaction. My analysis revealed potential gaps in coverage with their current program structure that would have halted the implementation of strategic projects at the local level. The extreme satisfaction of the client lead to an extension of the BOR contract to Marsh for an additional year.☛ Planned ad hoc training sessions between Marsh and insurance carriers to foster a better collaboration on mutual clients. The sessions revealed areas of opportunity for new business, increased knowledge of policy forms and evolving trends. Show less

I assessed property and casualty submissions with particular focus on professional liability risks for architects, engineers, design firms, and lawyers. I was responsible for reviewing documents including contracts, historical information, source systems, claims history to assess risk against established underwriting guidelines and make sound decisions in determining coverage offerings and premium rating. Accelerated the flow of new business by using clear and concise communication regarding… Show more I assessed property and casualty submissions with particular focus on professional liability risks for architects, engineers, design firms, and lawyers. I was responsible for reviewing documents including contracts, historical information, source systems, claims history to assess risk against established underwriting guidelines and make sound decisions in determining coverage offerings and premium rating. Accelerated the flow of new business by using clear and concise communication regarding the company’s appetite, preferences as well as fast turnaround of quotes to clients. I had a high rate of customer satisfaction among an assigned group of top brokers across the USA. Expert in negotiating during the delicate phases of price selection and retaining existing business by presenting concise and accurate timely referrals to the carrier. ☛ Achieved 11% new business conversion (Improvement over PY 8%) and 98% premium retention (2% nominal rate lift) of 25 top brokers by consistently surpassing growth objectives. Evolved into the go-to person for challenging clients. ☛ Renewed account with past billings underestimated by $200K. New application showed 85% increased billings when should have been only 12%. Used creative underwriting techniques to target 25% overall increase and retain client. Bound policy on a two-year term worth $25K premium annually. Avoided future miscalculations by creating new internal flow chart now used by team and saving 20% handling time per account.☛ Achieved 30% increased profitability for current year and limited company liability on a policy nearing expiration by taking initiative to secure loss runs from carrier when client was reluctant to provide. Uncovered $2.5M open claim. Promptly rated account, alerted management, and created a non-renewal alert. Show less

I researched and expanded knowledge of assigned territory by engaging brokers in initiatives and meetings. I improved underwriting response time to clients and promoted binders to meet quarterly objectives. ☛ Developed strong relationship with partners and improved quality of contacts with brokers to understand their needs to win. This resulted in increased submission flow by 10%, declination rate improvement <35% as well as applications to quote rate over PY. This was possible by… Show more I researched and expanded knowledge of assigned territory by engaging brokers in initiatives and meetings. I improved underwriting response time to clients and promoted binders to meet quarterly objectives. ☛ Developed strong relationship with partners and improved quality of contacts with brokers to understand their needs to win. This resulted in increased submission flow by 10%, declination rate improvement <35% as well as applications to quote rate over PY. This was possible by clearly communicating preferred disciplines and project types and by applying positive assumptions to quote as opposed to requesting additional information.☛ Improved outstanding quotes feedback from brokers by 30%, creating a new cutting-edge process to keep track of over 400 accounts per week. The system increased accounts productivity by 90% and saved 30% in handling time for the team. Show less

Focused on property and casualty risks, managing a portfolio of 15 top clients in the middle markets division. Initiated and maintained relationships with CEO/CFO of target corporations up to $350M. Sold strategic insurance review, environmental risk, and property risk consulting projects. Assessed current and historical exposures and developed solutions and analysis comparisons to demonstrate impact of various options and make recommendations to the final clients. Supported internal… Show more Focused on property and casualty risks, managing a portfolio of 15 top clients in the middle markets division. Initiated and maintained relationships with CEO/CFO of target corporations up to $350M. Sold strategic insurance review, environmental risk, and property risk consulting projects. Assessed current and historical exposures and developed solutions and analysis comparisons to demonstrate impact of various options and make recommendations to the final clients. Supported internal Specialty Divisions (e.g. Financial Institutions, Power & Utilities, Energy, Employee Benefits, Marine, Trade Credit Solutions) with new prospect initiatives.☛ Achieved 20% insurance cost reduction by negotiating with panel markets. ☛ Developed new IT platform (feasibility study, marketing, accounting, and cross-departmental functionality) in collaboration with 5 people from different areas of the company. Platform now in beta test phase for production.☛ Sold flexible benefits consultancy program worth $50K in less than 6 months by establishing a rapport with the HR General Manager of an International $700M tire manufacturer. Generated an additional $45K revenue by negotiating a two year Broker of Record contract to handle company’s insurance program for Italy.☛ Earned Top Sales Performer Award. Show less

As part of the HR Director team, I advanced new learning programs sponsored by the Bank’s Executive Committee. I promoted risk management training and professional development for new hires. I assisted with the certification of new HR training modules branded Risk Academy and Wealth Management. ☛ Collaborated in the creation of new cutting-edge rewarding programs for executives.

I was responsible for accounting data processing, sorting invoices, accounting clients and suppliers, quadrature current accounts.I was in charge of promoting the company’s services to a retail audience.