Filippo Bini

Junior Medical Underwriter at CACI Dublin (Credit Agricole Creditor Insurance)
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Contact Information
us****@****om
(386) 825-5501
Location
IT
Languages
  • English Native or bilingual proficiency
  • Italian Native or bilingual proficiency
  • French Native or bilingual proficiency
  • German Elementary proficiency
  • Spanish Elementary proficiency

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5.0

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Federico Simonetta

Filippo mi ha colpito per la sua spiccata capacità di gestire la relazione col cliente e più in generale nei rapporti interpersonali, oltre a dimostrare una spiccata attitudine commerciale e capacità di lavorare in team. Ha sempre affrontato con estrema positività ed impegno le situazioni più critiche dimostrando di saper gestire in maniera ottimale lo stress. In estrema sintesi: una persona molto positiva e dedita al lavoro!

Amedeo Buzzetti

Working with Filippo was very nice, he is a positive person and worker. His friendly manner and his expertise in the trading area were highly appreciated by his clients and made him reliable for his colleagues. His knowledge of many different foreing languages allowed him to interact with clients of all the markets covered by IWBank's services.

Evelyn Salas

Responsible good "sens of work" turns to the problem solving independent. Good acquaintance of the systems bases of trading.

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Experience

    • Ireland
    • Insurance
    • 100 - 200 Employee
    • Junior Medical Underwriter
      • Jul 2022 - Present

      Responsible for assisting the Underwriters with their due diligence by performing research from various sources including but not limited to; media searches, HPD violations, and various lists maintained by the Bank. Prepare loan file set-ups and collect documents required for the analysis. Perform global cash reports and analysis.Requests and collects required documents. Research functions from various sources support the due diligence of the Underwriters. Prepares the loan file.

    • Operations Executive
      • Nov 2021 - Present

      Process all insurance claims by reviewing the customers policy in relation to the claim being madeDetermine coverage if any and the impact on the future coverage of the clientInvestigate the claim to ensure it is accurate and trueCommunicate often with customers to give and receive updates for the claimWork with insurance brokers when a customer needs to make a change becauseof a claim ● Enter all data into computer system for future reference● Cross referenced insurance claim with insurance policy coverage and benefits todetermine validity of the claim● Released payment checks or rejection notices● Strong user of multiple software applications, from CRM, to banking to medicalsoftware etc. Show less

    • United States
    • Food and Beverage Services
    • 700 & Above Employee
    • Sales and Assistant to AdministrationAsst.
      • Jun 2020 - Nov 2021

      Responsible for the direct sale of products to customers, through telephone contact and the insertion of the orders acquired on the company management system with particular regard to the following activities: increase the value of the company turnover and achievement of weekly KPIs. Customer loyalty. Coordinate the customer contact approach in synergy with the territorial sales force. To convey the Pepsico commercial offer in line with the customer's needs. Downloading, pulling, and analyzing reports from internal systems. Answering questions and providing front-line support to cross-functional teams and employees. Supporting the team in the analysis, coordination, and execution of various programs. Show less

    • Insurance
    • 700 & Above Employee
    • Insurance Consultant
      • Feb 2019 - Jun 2019

      • Gather information on the client's profile, analyze and define their specific needs. • Identify and propose to the customer insurance solutions consistent with their situation and responding to their needs. • Goal-oriented work • Gather information on the client's profile, analyze and define their specific needs. • Identify and propose to the customer insurance solutions consistent with their situation and responding to their needs. • Goal-oriented work

  • X-oven
    • Ticino, Switzerland
    • Sales Manager
      • Jan 2018 - Feb 2019

      - Inbound Orders Management, - I guarantee that the orders of distributors / customers for equipment, images and consumables are managed in a fluid way, - Work in constant contact with customers via email, telephone, chat and local visits, - Data entry management and CRM updates to reach company targets - Inbound Orders Management, - I guarantee that the orders of distributors / customers for equipment, images and consumables are managed in a fluid way, - Work in constant contact with customers via email, telephone, chat and local visits, - Data entry management and CRM updates to reach company targets

    • United States
    • Financial Services
    • 700 & Above Employee
    • Global Technical Support
      • Jul 2015 - May 2017

      Technical Support of the Bloomberg related Hardware, Software, Mobile Applications, Server Solutions and Office Addins via phone, chat and mail. Exceptional Technical Support for clients via phone, chat and email in fast-paced environment, assisting to resolve hardware, software, connection issues and related requests from clients and internals for Windows environment and the Bloomberg terminal Assisted clients on site and held training courses for clients and other technicians for Bloomberg terminal My supporting languagesFrench, English and Italian - Providing technical support (software, hardware, connectivity and API related) to customers globally in English, French and Italian by means of telephone, chat and e-mail - Developed exceptional analytical, problem-solving and multitasking skills in a fast-paced, client-focused environment - Cross-department collaboration (sales, installation, network, R&D and quality control) to assist with client's queries/issues and potential clients - Ongoing projects; new hire training, cross-region mentoring, workflow enhancement Show less

    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Junior Sales Associate, Back office coordinator
      • Dec 2013 - Jul 2015

      Build and maintain a proactive relationship with clients; use daily Italian, French, English and Spanish to liaise with them Manage and resolve clients’ issues while providing a constant and efficient service Handle trade blotter recording and analyse the information retrieved by such blotters (profit and loss calculation, market analysis and graphical development, NAV control and risk analysis) Work closely with Middle Office ensuring clients’ deadlines for confirmations and settlement of trades are met Identify and communicate problems and issues to the Middle Office Manager and contribute to their solution, increasing our efficiency Identify and assess opportunities for development and improvement of processes and controls (i.e. OMGEO benchmarks) Achieve a full understanding of Fixed Income products including processes, regulatory requirements and company polices Show less

    • United Kingdom
    • Investment Management
    • Junior Sales Associate
      • Dec 2012 - Dec 2013

      I part take in road shows to learn more about the job and handle general everyday business activities. These include all back office documentation registration and all general compliance work .I handle the Trade blotter recording and analyse the information retrieved by such blotters. This includes profit and loss calculation, market analysis and graphical development. At the moment I am working to become FSA approved I part take in road shows to learn more about the job and handle general everyday business activities. These include all back office documentation registration and all general compliance work .I handle the Trade blotter recording and analyse the information retrieved by such blotters. This includes profit and loss calculation, market analysis and graphical development. At the moment I am working to become FSA approved

    • Germany
    • Financial Services
    • 700 & Above Employee
    • Back Office AML
      • Sep 2011 - Jun 2012

    • Italy
    • Financial Services
    • 1 - 100 Employee
    • Task Force Scudo Fiscale
      • Mar 2010 - May 2011

      As a member of the fiscal shield task force. my mansions vary between placing stock market orders and money transfer, to account balance supervision, and documentation control. the job allows me to pass from back office, middle office and front office style mansions. As a member of the fiscal shield task force. my mansions vary between placing stock market orders and money transfer, to account balance supervision, and documentation control. the job allows me to pass from back office, middle office and front office style mansions.

    • Customer Care and Sales
      • Aug 2005 - Jan 2010

      Junior Operator con mansioni varie; gestione e sviluppo dei clienti Privati e Retail, essendo parte Gestione e sviluppo dei clienti Privati e Retail, con particolare attenzione ai clienti Banking/trading francesi ed inglesi e Collaborazione alla progettazione del sito, partecipazioni/presentazioni a saloni ed eventi dedicati agli investitori e i mercati finanziari. Ottenendo ottimi risultati commerciali. Lavoro in stretto contatto con le altre aree, di middle, front e back office, vigilanza (materia di antiriciclaggio, phishing, e frodi internet) e l’ufficio legale con le funzioni di facilitare i diversi processi di utilizzo sistemi per il cliente. Partecipazione attiva a sessioni di formazione riguardo normative e regolamenti del settore. Show less

    • Switzerland
    • Hospitality
    • 1 - 100 Employee
    • Chef de Rang
      • Jan 2001 - Jan 2003

    • front desk
      • 2000 - 2003

    • Orientation leader
      • 1999 - 2003

Education

  • Franklin College Lugano
    Bachelor of Arts, International Business Management
    1999 - 2003
  • Chartered Institute for Securities & Investment (CISI) FSA Regulation
    CF30 approved
    2013 - 2013
  • Franklin University Switzerland
    Bachelor of Arts, International Business Management and Minors in French, Art History and Italian for Business
    1999 - 2003
  • International School of Milan
    GCSE, languages
    1995 - 1999
  • International School of Milan Milano
    I.B. English A1 High; B Standard; O.K A HighG.C.S.E: Italian, Geography; Biology; Math Studies; Drama; English, English Lit, Science, Geography, History, French
    1995 - 1999

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