• Oct 2019 - Present

⁻ Administering the Insurance product set including product research, design, negotiation with Insurance Companies, promotion, operations, customer service, and income growth.⁻ Analyzing benchmarks, insurance industry rules and laws, technology trends, and best practices.⁻ Owning the operational, commercial, and technological projects of the insurance broker company.⁻ Defining and supervising operational processes such as policy subscription, delivery of insurance certificates, insurance premium collection, brokerage commission collection to Companies, policy renewal and endorsement, resolution of requests, complaints and claims management, loyalty actions, and after-sales communications to customers.⁻ Defining and implementing the technological model to support the Broker's operation, guaranteeing process efficiency, controls, and regulatory compliance.⁻ Serving as the legal representative of the Insurance Broker. Show less

• Aug 2021 - Present

- Overseeing and optimizing sales and marketing strategies and initiatives across various channels, such as web technologies, call center, and face-to-face, to drive business growth.- Collaborating closely with cross-functional teams, including marketing, product, and support, to ensure alignment of sales activities with company goals and customer needs.- Developing and executing sales plans, defining and monitoring sales metrics, managing vendor of salesforce services and channel partners, and identifying opportunities for growth.- Analyzing customer data and feedback to identify pain points and opportunities for improvement, and developing and implementing customer-centric processes and policies to enhance the overall customer journey.- Staying up-to-date with the latest sales and customer experience trends and technologies to improve sales performance and customer satisfaction.- Maintaining strong relationships with key stakeholders and communicating effectively with internal and external teams. Show less

National Branch Manager

• Jul 2013 - Mar 2019

As the National Branch Manager of the most important retail insurance broker in Chile, I was responsible for managing various projects related to my branch network, which included: - Implementing new branch policies and procedures - Implementing incentive and commission models for salespeople to drive expected results, incorporating strategic design. - Launching new products or services at branch locations - Managing the rollout of new technology systems and tools for branch operations - Overseeing branch renovations or relocations - Developing and implementing training programs for branch staff - Collaborating with other departments to develop and execute cross-functional projects - Managing the budget for branch operations and ensuring all projects were completed within budget constraints. Show less

Operations and IT Director

• Sep 2010 - Jul 2013

⁻ Review, streamline, and document the policies, processes, and procedures of all areas of the brokerage company. ⁻ Negotiation of operational procedures, SLA´s and agreements with the insurance companies. ⁻ Responsible for policy subscription, control of delivery of insurance certificates, insurance premium collection, brokerage commission collection to Companies, policy renewal and endorsement, resolution of requests, complaints and claims management, loyalty actions, and after-sales communications to customers. ⁻ Design, build, and lead the efficiency projects, continuous improvement, and technological renewal through local resources and the support of the central operating office in Chile. Show less