Luis Vidal Email & Phone Number

Toronto, ON

Toronto, Ontario

• Insurance Advisor for a variety of different commercial and industrial risk.
• Preparation of submissions to market, including limit and claims analysis
• Negotiation, review and analysis of new and renewal placements
• Intake and review of policy documentation including wordings against negotiated terms
• Processing of policy documentation, certificates of insurance and related invoices including the company brokerage fee.
• Attending clients, insurers meetings and… Show more

Toronto, On

Toronto, Canada Area

• Meeting Marsh’s Professional Standards, Compliance driven by Marsh institutional relationships with clients through collaboration across practices, geographies, and MMC companies.
• Focused in policies and programs and any internal quality measures, accounts administration.
• Built, maintained and expanded effective and sustainable relationships with clients. Identified key decision makers, clients or prospects (RFPs) risks needs and determined the services, products, and combinations… Show.
• Built, maintained and expanded effective and sustainable relationships with clients. Identified key decision makers, clients or prospects (RFPs) risks needs and determined the services, products, and combinations that.
• Monitored and managed overall client satisfaction.
• Reported At-Risk and Lost accounts and executed client retention strategies.

Toronto, Ontario

• Coordinated renewals; gather information, market review and selection of underwriting options, renewal presentations, and regular meetings with clients, insurers, lawyers, adjusters etc.
• RFPs; review and preparation of written and oral presentations.
• Market selection/consolidation, new and renewal policy/insurer strategy, including client necessities and placements as well as administration of internal procedures and documentation.
• Sign off contract reviews, insurance policies,… Show more
• Sign off contract reviews, insurance policies, sub-broker contracts, etc.
• Wordings review, broadened coverage, filled gaps, replaced insurers and decreased deductibles.

Toronto, Canada Area

• Handled a property book of business with very high values in assets; successfully transferring it from 3 carriers on to a single one with a significant impact on the premiums, Administrative cost reduction. Actively.
• Guided the organization in several successful RFPs, preparation of written and oral presentations.
• Insurance contracts reviews
• … Show more
• Actively collaborated with business partners in Accounting, Claims, Legal, Compliance, IT and Underwriting to identify solutions that support business growth, retention and customer service excellence.
• Implemented new administrative processes in the delivering of the correspondence optimizing time, costs, resources and service to the subscribers. Show less

Toronto, Canada Area

• Insurance review of Financial Guarantees for risks located mainly in Canada and US. Worked for lenders, sponsors, authorities on infrastructure and project finance transactions as well as commercial real estate.
• Reviewed and critiqued insurance evidence and report findings to clients.
• Optimized insurance programs to ensure proper coverages.
• Lines of insurance include but not limited to: Property Liability, General/Professional Liability, Management Liability… Show more
• Lines of insurance include but not limited to: Property Liability, General/Professional Liability, Management Liability, Environmental Liability and their respective coverage types (DSU, CGL, D&O, Builder’s Risk.

Toronto, Ontario

Ancaster, Ontario

Lima Peru

Operations in Peru, Ecuador and Bolivia. Facultative reinsurance placements in several lines of insurance. Prospecting for new business, review of underwriting information, preparing submissions for the markets, negotiated terms and conditions, reviewing of quotes, face to face presentations, supervised claims, premiums and claims collections. coordination.

Lima, Peru

Toronto, Ontario

Toronto, Ontario

Lima, Peru

Crm In Progress

Education record

Education record