Patrick Steve Katz
Head of Accounting & Controlling at Schweizer Hagel- Claim this Profile
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Deutsch Native or bilingual proficiency
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Englisch Full professional proficiency
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Französisch Limited working proficiency
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Spanisch Elementary proficiency
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Bio
Experience
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Schweizer Hagel
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Switzerland
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Insurance
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1 - 100 Employee
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Head of Accounting & Controlling
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Sep 2020 - Present
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Self-employed
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Zürich und Umgebung
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Family Time - Sabatical
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Apr 2019 - Sep 2020
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elipsLife
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Liechtenstein
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Insurance
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200 - 300 Employee
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Head Project Portfolio Management, Director
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Jul 2017 - Mar 2019
Leading the Project Portfolio Management function and ensure adherence to the governance framework and processes within the project portfolio. Leading an employee (project management officer), incl. performance management.Chair the project portfolio steering committee and prepare reports on C-Level respectively to the BoD.Prepare the annual budget and project roadmap, review in close collaboration with the technology and finance department. Control financial and human ressources.Prioritise projects in line with strategic goals. Co-ordinate, monitor and oversee the project portfolio. Share in-formation, (e.g. dependencies), escalate governance concerns. Train & support project leaders.Constantly improve the governance framework, processes, tools and systems. Leading the migration of the project portfolio to “ServiceNow”.
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Head CEO Office, Director
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Sep 2016 - Mar 2019
Manage regular and ad-hoc deliveries (presentations, business updates, KPI reports, etc.) to stakeholders within the Swiss Re Group, such as executive committees / board of director meetings. Ensure quality and timelines.Be responsible for all organisational and administration work regarding the executive board meetings of elipsLife, including regular and ad-hoc meetings, strategy offsites, etc. Set meetings, prepare agendas and presentations, write meeting minutes, distribute pre-reads and ensure action items / deliveries.Work closely with the business development team planning market entries as well as implementing elipsLife’ target operating model in new markets. Assist in planning and setting up new local structures (HR, risk carriers, …), M&A Due Diligence and strategic initiatives.Execute ad-hoc tasks on behalf of the CEO, i.e. confidential tasks regarding new organisational set-ups, writing job descriptions, staff communications, etc.To June 2017: Manage the agenda of the CEO. Coordinate travel arrangements.
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Aspen Insurance Group
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Bermuda
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Insurance
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700 & Above Employee
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Operations Executive
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Jul 2010 - Jul 2016
Set-up and management of the finance and controlling function, operational processes and other back-office activities of the Swiss branch. Leading an operations & underwriting assistant, incl. performance management. Reporting to internal and external stakeholders, incl. budgeting and planning. Registered with FINMA as the responsible person for the branch reporting. Representation of the branch towards customers, brokers, local authorities and other stakeholders. Formal representation at various events: SIBA AGM, SIRM Forum, SVV events, etc. Management and controlling of operational processes like underwriting, legal/compliance, financial administration (incl. competences for payments, expense and invoice processing). Peer review underwriting for Financial Lines products. Local point of contact for Casualty, Property, Credit & Political Risks and other products, participating in broker and client meetings.
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Abraxas Insurance AG
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Germany
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Insurance
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Financial Lines Underwriter
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Oct 2008 - Jul 2010
Underwriting for Director’ & Officer’ Liability Insurance and Professional Indemnity Insurance with an underwriting authority of CHF 20m. Teach and monitor the account administrator. Manage and monitor the whole Financial Lines portfolio, incl. Pension Trust Liability Insurance, Crime Insurance, products for financial institutions. Perform risk assessments, referrals, product development (incl. rating tools). Broker Relationship Management: Negotiations on terms and conditions, participating in underwriting meetings, build and maintain relationships to clients and brokers.
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AIG
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United States
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Insurance
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700 & Above Employee
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Underwriting Assistant
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Nov 2007 - Sep 2008
Preparing risk assessments, quotes, terms & conditions and referrals for Financial Lines products such as Director’ & Officer’ Liability Insurance, Professional Indemnity Insurance, Pension Trust Liability Insurance, Crime Insurance and Employment Practice Liability Insurance.
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Account Administrator / Underwriting
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Nov 2004 - Oct 2007
Underwriting: Preparing risk assessments, quotes, terms & conditions, referring risks to underwriters as well as developing a rating-tool for the Professional Indemnity Insurance.Account Administration: Issuing policies and quotes, writing letters, entering new clients into the system and other administrative activities.
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Staff Member Finance & Operations
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Aug 2002 - Oct 2004
Professional Indemnity Insurance: Helping out in the underwriting department, preparing quotes, policies and correspondence.Accounting: Financial accounting, accounts receivables / payables, payment investigations, special projects.Personal Department: Working hours monitoring (“Mobatime”), general correspondence.
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Apprentice
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Aug 1999 - Aug 2002
Commercial apprentice with professional maturity according to the Swiss education regulation in the private insurance sector.Main stage gates: Finance, Operations, Financial Lines Underwriting, Accident & Health, Travel Insurance, Claims.
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Education
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FHS St. Gallen University of Applied Sciences
Bachelor of Science in Business Administration, Economics -
Berufsbildungsverband der Versicherungswirtschaft VBV
Certificate in Property Insurance, Insurance Business -
Berufsbildner AG
Professional Instructor -
KV Zürich Business School
Commercial Clerk with a Professional Maturity, Economics