Experience

ĀIO Corretora de Seguros e Benefícios

• Brazil
• Insurance
• 1 - 100 Employee

• Managing Partner - Customer Relationship Director

  • Oct 2016 - Present

  Since 2016, after a long time being an executive from multinational companies, I decided to take a risk and start a company with two other partners. Since then, I have been responsible for the overall success of the company, with duties to develop and execute the company’s business strategies in order to attain goals, and also to achieve its financial vision, mission and long term goals. In this regard, the currently responsabilities I have are: To drive some of key client, prepare and implement comprehensive business plans, plan cost-effective operations and market development activities, establish company policies and legal guidelines, build long-term, trusting relationships with my business partners and authorities, oversee the company’s financial performance, investments and other business ventures, supervise the work of executives providing guidance and motivation to drive maximum performance, ensure a positive work environment, ensure performance appraisal, training and professional development activities, reward performance, prevent issues and resolve problems, execute public speaking and representational appearances in a professional manner, analyze problematic situations and occurrences and provide solutions to ensure company survival and growth, and further develop and enhance company culture. Show less



AIG

• United States
• Insurance
• 700 & Above Employee

• Senior Client Engagement Manager & Multinational Account Service Leader

  • Aug 2012 - Oct 2016

  Delighted to say that I joined AIG Brazil Client & Multinational Account Services team as Senior Client Engagement Manager & Multinational Client Service Leader in 2012. MULTINATIONAL ACCOUNT SERVICE: This role required attention to detail, strong communication in-loco and overseas, and problem-solving skills. I had the ability to work under pressure, supporting the profit centers (underwriters) in their key customer service objectives, and providing best practice costs linked with accurate policy terms and conditions to the end clients. General duties of this role were also managing a portfolio of accounts; preparing and responding to complex client contract reviews; supporting on risk exposure assessment; preparing renewal proposals and client presentations; analyzing and recommending coverage needs where appropriate, reducing potential gaps in coverage; preparing stewardship reports; assisting if required in claims; and working in conjunction with the client support team. CLIENT ENGAGEMENT MANAGER: The role encompassed the improvement of the customer experience and the strengthening of the customer relationship. I was engaged in day-to-day communications with customers, answering questions, managing conflicts and collecting feedback. I also identified upsell and cross-sell opportunities, assisted the marketing team in campaigns and created sales plans. Also, I have addressed customers' concerns in a timely manner, encouraged customer feedback, managed challenging situations that could affect customers, identified customers’ needs, built long-term relationships with key clients, collaborated with internal teams, supported customers on decisions, travelled nationally and internationally to meet potential and existing clients, stayed on top of the latest industry trends, carried out customer satisfaction surveys, and submitted reports to the client director and senior management. Show less



Marsh

• United States
• Insurance
• 700 & Above Employee

• Manager, Multinational Practice Leader

  • Oct 2005 - Jul 2012

  I led a team of executive accounts to ensure coordination of customers' excellence of service. Responsible for serving large accounts (American and European), managing domestic and international programs, creating detailed business plans to facilitate the achievement of goals and objectives, managing the entire sales cycle to achieve the goals through development of new strategic accounts and transforming them into long-term partnerships, and analyzing competitors, market trends and conditions for accepting products or services and revenue growth. Opened up new sources of products and market segments, periodically visited customers - including risk surveys with Reinsurers' participation, loyalty actions and commercial networking. Participated in insurance committees overseas to perform high-level policy work on an as-needed basis of the customer. Show less



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Manager, Multinational Practice Leader / Complex Accounts

  • Nov 1997 - Sep 2005

  Joined the company in 1997 as an intern, during a period of transition when the British company—Willis—acquired a large portion of York—the largest Brazilian brokerage insurance company. The company name for the next 2 years was York Willis Corroon S.A. Corretores de Seguros. In 1999, the name was updated to Willis, globally. Reported to both the Corporate Director and the Country Manager. In charge of the accounts in the Trade and Service, Aviation, Finance, Securities and Textile segments. Responsible for implementation of new clients, management of large domestic and international programs, administration of existing portfolio accounts, constant communication with overseas companies, development of insurance programs, sales planning, production control, diverse and differentiated negotiations with reinsurers, involving differentiated reinsurance acceptance and planning. Also, visited customers periodically - including risk inspections with IRB (Brazilian Reinsurance Company)—prospecting for new business. Furthermore, worked 8—month extension course at Willis Head Office in London to improve my knowledge on financial lines insurance. Show less



TaurusTel SAS

• Events Services
• 1 - 100 Employee

• Administrative Office Assistant

  • Sep 1995 - Mar 1997

  My role was to support the company's management in their daily tasks. Responsible for structuring and organizing document files, supporting auxiliary financial control services, filling out forms and spreadsheets, attending to customer service (phone and email), aiding internal referral of customers and company visitors, handling receipt of suppliers and forwarding of materials received, scheduling agendas, writing and typing documents, and participating in meetings whenever requested. My role was to support the company's management in their daily tasks. Responsible for structuring and organizing document files, supporting auxiliary financial control services, filling out forms and spreadsheets, attending to customer service (phone and email), aiding internal referral of customers and company visitors, handling receipt of suppliers and forwarding of materials received, scheduling agendas, writing and typing documents, and participating in meetings whenever requested.



TRIBASE CONSTRUTORA

• Brazil
• Construction
• 1 - 100 Employee

• Executive Administrative Assistant

  • Sep 1993 - May 1994

  Provided support in company management, with a focus on financial administration, operational and logistic processes. Roles included controlling income and expenses, and managing routine tasks, such as issuing documents, updating registration and providing operational support to suppliers and customers. Main activities included: Receive and send correspondence and documents, track accounts payable and revenue, issue invoices, prepare financial reports, keep updated files and records, advise managers and leaders with practical issues of routine work, such as preparing documents and answering emails. Show less