- Underwriting Art and Private Client products- Set targets each month including profitability, GWP, policy conversion, portfolio retention, cross-sell, referral rate reduction, quotes per day, workflow management.- Set ideas to Business 3-year plan.- Effectively negotiating with both internal and external parties and identified points of contact within brokers.- Challenging non-standard underwriting decisions leveraging the expertise of product specialists and underwriting managers- Work closely and maintains relationships with selected external partners e.g. broker leaders to progress joint initiatives.- Showing innovation by spotting process improvements and how things can be done differently to improve the customer experience and drive profitable growth.- Leading the execution of the of the sales activity plan across the region (Portugal)- Driving broker development in Portugal, developing, and maximizing opportunities through building a pipeline, with a focus on larger more complex opportunities- Regularly visiting brokers’ offices across the region, building strong relationships, and delivering superb service- Ensuring technical and complex referrals are escalated to someone with appropriate authority within correct timescales, sometimes underwriting these risks myself if urgent.- Keeping abreast of market intelligence and development (trends, new products)- Delivery of key sales and product messages, e.g. product launches- ‘Face’ of the region (seminars, conferences, social media, etc.)- Negotiating Affinities Program and set partnerships with Large Companies, Foundations, or Institutes

- Manage the allocated portfolio of Private Clients (HNW) / Brokers and Direct Clients promoting their development and increasing their profitability.- Manage new clients and existing portfolio from the acquisition of new brokers regarding the insurance and consulting other products (ex. Employee Benefits, Risk Management, etc)- Managing Employee Benefits (Health Insurance, Life Insurance, Pension Plan, Personal Accidents, Disability Insurance, Dental and Vision Insurance) project programs- Built projects for the platforms of Employee Benefits- Proceed with benchmarking exercises to insure competitive standards to the client.- Co-coordinating updates across international clients including meetings, reports and presentations.- Identification, prospecting of new opportunities and customers in the market- Renewal of Client Insurance Portfolio- Make periodic activity reports.- Implementation of Action Plans / Services / Account- Monthly Planning Activities- Identify and report activity of competition.- Evaluation and review clauses- Execute and prepare presentations / business plans.- Analysis of Budget- Elaboration of customer satisfaction questionnaires- Claims Management- Scheduling meetings with New Customers- Interaction with Business Partners and Network- Monitoring business proposals together with the team

- Manage new clients and existing portfolio from the acquisition of new brokers regarding the insurance and consulting other products (ex. Employee Benefits, Risk Management, etc)- Managing Employee Benefits (Health Insurance, Life Insurance, Pension Plan, Personal Accidents, Disability Insurance, Dental and Vision Insurance) project programs- Built projects for the platforms of Employee Benefits- Proceed with benchmarking exercises to insure competitive standards to the client.- Co-coordinating updates across international clients including meetings, reports, and presentations.- Identification, prospecting of new opportunities and customers in the market- Renewal of Client Insurance Portfolio- Make periodic activity reports.- Implement action plans set by the Board.- Monthly Planning Activities- Identify and report competitors’ activity. - Assessment and review policies terms- Execute and prepare presentations / business plans.- Analysis of Budget- Create and analyze satisfaction questionnaires.- Claims Management- Scheduling meetings with New Customers- Interaction with Business Partners and Network- Monitoring business proposals together with the team- Development of WTW solutions / products for directs clients.

- Set targets each month including profitability, GWP, policy conversion, portfolio retention, cross-sell, referral rate reduction, quotes per day, workflow management.- Define Business 3-year plans following the targets set by the Board.- Analyze business, according to the Underwriter’s guideline.- Manage Business results montlhy- Ensure interconnectivity with all support areas, seeking to promote (and control) quality of service levels, in terms of the internal client.- Provide administrative and logistical support to the network of brokers, particularly in terms of support for accountability and local policy issuance of provisional licenses Car Insurance and Insurance Claims.- Work with Specialized Networks (Decisions and Solutions and Accive)

- Set targets each month including profitability, GWP, policy conversion, portfolio retention, cross-sell, referral rate reduction, quotes per day, workflow management.- Manage the allocated portfolio of Private Clients (HNW) / Brokers and Direct Clients promoting their development and increasing their profitability.- Managing Employee Benefits (Health Insurance, Life Insurance, Pension Plan, Personal Accidents, Disability Insurance, Dental and Vision Insurance) project programs- Built projects for the platforms of Employee Benefits- Proceed with benchmarking exercises to insure competitive standards to the client.- Co-coordinating updates across international clients including meetings, reports, and presentations.- Set Business plans in accordance with the objectives set by the Board.- Guarantee with all BES Private Centre for continuous monitoring of their Managers Private BES with the aim of assessing the insurance needs, portfolio analysis and proposals with competitive advantages in terms of service, added value and pricing.- Manage Business results monthly.- Operationally ensure interconnectivity with all support areas, seeking to promote (and control) quality of service levels, in terms of the internal client.- Identification, prospecting of new opportunities and customers in the market- Client Insurance Portfolio Renewals- Make periodic activity reports.- Implement Action Plans set by the Board.- Monthly Planning Activities- Identify and report competitors’ activity. - Assessment and review of Policies Terms- Realization and preparation of presentations / business proposals- Analysis of Budget- Create and analyze satisfaction questionnaires.- Claims Management- Scheduling meetings with New Customers- Interaction with Business Partners and Network- Monitoring business plans together with the team

-Management of individual policies-Interaction with Agents, Brokers and Clients-Telephonic service-Debt Recovery

-Health Claims Management