Stefano Loreti Email and Phone Number

Front Office, Back Office, Servicing, Insurance, Securitization e ICT Manager

Insurance consulting company specializing in Life, Health, Property and Casualty.

I was hired with the position of Director of Insurance Services Group Ktesios to direct a new insurance plan now entered their final phase.The tasks undertaken by me as project leader, in collaboration with other sectors of the company, were as follows;ORGANIZATION- identify possible models for the project (Standalone Company, Joint Venture, Partnership)- identify possible insurance companies involved in the project;activate and manage relationships with potential partners… Show more I was hired with the position of Director of Insurance Services Group Ktesios to direct a new insurance plan now entered their final phase.The tasks undertaken by me as project leader, in collaboration with other sectors of the company, were as follows;ORGANIZATION- identify possible models for the project (Standalone Company, Joint Venture, Partnership)- identify possible insurance companies involved in the project;activate and manage relationships with potential partners to insurance;- choose the optimal model for the group and the final insurance partner;- coordinate the various internal departments and external consultants (Legal, Compliance, Sales, etc.) so as to enforce the deadlines of the project;- organize and prepare the presentation for SAL is periodic with top management and the board with shareholders;LEGAL AND COMPLIANCE- writing assistance under contractual agreement with the partner final- drafting of insurance products and policies to be concluded- drafting of contracts with service providers and with external consultants;- follow regulatory changes currently under way to give the side that ISVAP Bank of Italy;IT- manage the software selection process for choosing the product management program;PRODUCT AND RISK MANAGEMENT- analyze the characteristics of the product (insurance, guarantees, risks, etc.)- analyze rates on the market;- identify the applicable fee checking the sustainability and profitability;- identify a model to be used for budgeting and for monitoring the technical; Show less

Following the decision of Cardif S.p.A. to enter the market for loans against salary I was asked to head the start-up project and product management. The tasks undertaken by me as project leader CQS, in collaboration with other sectors of the company,were as follows;ORGANIZATION- define the work plan of the project;- coordinate the various departments (Legal, Compliance, Actuarial, IT, Commercial, etc.) to ensure compliance with the milestones provided in the Gantt chart… Show more Following the decision of Cardif S.p.A. to enter the market for loans against salary I was asked to head the start-up project and product management. The tasks undertaken by me as project leader CQS, in collaboration with other sectors of the company,were as follows;ORGANIZATION- define the work plan of the project;- coordinate the various departments (Legal, Compliance, Actuarial, IT, Commercial, etc.) to ensure compliance with the milestones provided in the Gantt chart project;- define and write the organizational procedures to be applied when risk-taking in the management of post-sale, management of claims management software (creation of the sales network, user profiles, password management, etc.)- organize and prepare the presentation for SAL period prescribed in the project with top management and its parent company in France;LEGAL AND COMPLIANCE- writing lyrics CQS contract product and service providers;- follow the regulatory changes now taking place;IT- manage the software selection process for choosing the product management program;- define the technical specifications that must be met by the software under development;- tested and certified patches released periodically by the software house;ACTUARY- analyze the characteristics of the product (insurance, guarantees, risks, etc.)- analyze rates on the market;- identify the applicable fee checking the sustainability and profitability;- identify a model to be used for budgeting and for monitoring the technical;COMMERCIAL- seek new partner;- manage the procedure for submission of the Partner KYC (Know Your Customer);- initiate and manage relationships with partners. Show less

The tasks carried out by me have included:- portfolio management of the various branches and hiring policies;- coordination of relations with the external production network (Banking and Finance);- management and audit of claims elementary branches;- business management and accounting of reinsurance;- relationship management and reporting with the society rating for the company;- analysis and statistical studies for the preparation of annual budget, and forecast the… Show more The tasks carried out by me have included:- portfolio management of the various branches and hiring policies;- coordination of relations with the external production network (Banking and Finance);- management and audit of claims elementary branches;- business management and accounting of reinsurance;- relationship management and reporting with the society rating for the company;- analysis and statistical studies for the preparation of annual budget, and forecast the monthly statements for all classes of insurance;- responsibilities, data processing technical account of the Company (earned premiums - technical reserves, additional reserves - claims of jurisdiction - verification of the correct assessment of the provision for claims, estimates of late - analysis and data verification of reinsurance);- verification of the evolution of agents and subagents through regular analysis of the methods of recruitment and performance of the S / P;- responsibility for completing the forms for the Company's financial statements.- sales manager of an agency with the mandate of the company with the task of managing relationships with over 30 financial and banks, make recruitment and issuance of insurance policies (the portfolio was approximately €. 80 million). Show less

The tasks I performed were as follows:- Portfolio management and policy engagement;- Coordination of the relationships with the external productive force;- Preparation and exposition of the courses for the presentation of the new products;- Organization of meetings with the external force;- Analysis and statistical studies for the elaboration of the annual budget;- Management of claims both direct and in co-insurance (direct) for all non marine branches;- Claims… Show more The tasks I performed were as follows:- Portfolio management and policy engagement;- Coordination of the relationships with the external productive force;- Preparation and exposition of the courses for the presentation of the new products;- Organization of meetings with the external force;- Analysis and statistical studies for the elaboration of the annual budget;- Management of claims both direct and in co-insurance (direct) for all non marine branches;- Claims account books management;- Monthly statistical elaboration concerning claim and portfolio trend- Ad hoc analysis regarding some Agencies or some areas trend- Claims management and accounting control- Bank reconciliation and balancing with the General Account- C.I.D. Management- Provide the necessary data useful to draw the forms for the Company budget Show less

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