Roberto Teixeira Email & Phone Number

State Of São Paulo, Brazil

São Paulo, Brazil

1.Profitability GrowthLeading Revenue Growth XX% (confidential) for 2 years, achieving all time revenue record in 23; 1.1 Functional Sales Strategy Definition: Year priorities helping to drive a Net Profit of R$ 42M;1.2 Leadership: Commercial team management, highly focused in personal development, PDP's and technical training;1.3 Portfolio Diversification: XX% (confidential) growth in the volume of premiums from new customers;1.4 Position Austral as a leading provider of insurance solutions in the infrastructure sector by actively identifying opportunities and generating qualified leads for partners;1.5 Industry Acumen & Cross-Functional Bridge: I rely on my underwriting and credit analysis background to drive structured operations in infrastructure projects, public concessions and judicial bonds working closely to the underwriting team;2. SoW Growth Through Customer Success2.1 Driving LTV and partnership delivering a +8X NPS in 23;2.2 Definition of strategic and budgetary planning aiming to generate touching points with our customers on a recurring basis and as efficiently as possible in terms of costs for the company;2.3 Leading Austral SoW in strategic brokers, growing SoW in XX% (confidential) to R$XXM (confidential);2.4 Through our digital journey, we were able to increase our penetration of key customers, offering agile, innovative and tailored solutions.3. Operational Efficiency3.1 Over two years, I’ve helped the company to nearly doubled new document issuance volume in Surety LoB. Currently, 40% is handled through digital workflow, demonstrating significant efficiency gains and a clear trend towards reduced short-term operational costs.3.2 Priority Management: coordination with the commercial, credit and underwriting teams of the SLAs for our customers, seeking to generate greater speed in the credit analysis and other demands.3.3. Operational Rigor: Top notch renewal rate through efficient flows management.

São Paulo, Brazil

São Paulo, Brazil

1. Revenue Growth1.1 Portfolio Management & Cross-Selling: Successfully managed the São Paulo branch's corporate portfolio (Surety, P&C, Miscellaneous), proactively identifying cross-selling opportunities to drive revenue growth by XX% (confidential);1.2 Strategic Planning & Execution: Defined commercial strategies for my client portfolio base and structured complex operations, generating approximately R$XXM (confidential) in revenue;1.3 Digital Transformation: Actively participated in digital transformation projects, including connecting to a major partner's web broker for direct P&C sales, streamlining processes and increasing revenue by XXX% (confidential);1.4 Relationship Building: Forged strong broker and partner relationships, increasing market share by XX% and generating new business opportunities.2. Enhance Client Retention Through Excellence Customer Service2.1 Operational Efficiency: Collaborated in digital transformation and initiatives like the partner web broker connection, leading to improved processes and enhanced customer experience;2.2 Infrastructure Focus: Actively mapped infrastructure auctions, proactively generating qualified leads and showcasing a service-oriented mindset for timely solutions;2.3 Partner Collaboration: Built strong relationships with key brokers, ensuring smooth customer interactions, timely support, and likely contributing to higher customer satisfaction.

Mexico City Area, Mexico

GAIA is an investment backed Harvard retail startup based in Mexico City.1. Led the project for the first half of 2020's major sales campaign in Mexico, Hotsale. Amidst the challenges posed by the pandemic, I successfully identified key risks and blind spots across multiple teams (logistics, marketing, quality, and sales). My leadership of a team of 6 individuals was instrumental in achieving record sales, margins, and NPS for the campaign.2. Directly collaborated on the creation of an automated price update tool based on product/category assumptions, yielding a 7% increase in net revenue and a 3pp gain in gross margin.3. Further contributed to significant improvements in key company indicators:a) Delivery times: Reduced customer delivery times by 15% through the development of an internal lead time tool.b) Processes: Optimized internal processes, particularly within supplier management.

Rio De Janeiro, Brazil

Key responsabilities:• Foster and maintain a conducive environment to a client relationship, making proactive decisions and managing the follow-through• Structure out-of-the-box solutions to high complex risks• Strong consultative ability to instruct and direct the brokers and partners• Manage perform quality check and control on policies in their entirety• Delegate and manage tasks given to the analysts, as well as outsourcing team• Contribute to a team approach toward meeting goals and providing excellent client service• Coordinate, present and attend client meetings• Idealization of commercial actions aimed at strengthening the brand and the ties with key partners as well as prospecting new customers

Rio De Janeiro, Rio De Janeiro

Key responsabilities:• Prepare and present Credit Reports to the Executive Board aiming the approval of credit lines• Analyze public notices and contracts• Underwrite complex accounts and risks and consider different approaches to maximize profitability• Technical support to the commercial team• Co-insurance structuring and negotiation• Prepare presentations about several economic sectors, companies and portfolio exposure

Rio De Janeiro E Região, Brasil

Key responsabilities:• Maintain a positive relationship with corporate and retail brokers and clients• Prepare Managerial Reports• Follow-up of policy issuance and quotes• Execute commercial strategies to meet company's goals• Anticipate and identify complex underwriting/credit problems, thoroughly analyze available information and make timely practical decisions

Rio De Janeiro E Região, Brasil

Key responsabilities:• Directing orders from clients to the brokerage traders• Provide support to investment advisors bound to the firm• Explain investment’s concepts to clients in several markets, such as securities, bonds & derivatives

Executive Mba, Finance

Dual degree program

Executive Mba

Executive Mba - International Exchange Program

Customer Assessment and Analytics | Performance Management

Formação Em Finanças, Finance, General

Bachelor'S Degree, Economics

Valuation - Projects And Companies Assessment

Financial And Economic Modeling

Bachelor'S Degree, Aeronautics/Aviation/Aerospace Science And Technology, General