Experience

XL Catlin

• Bermuda
• Insurance
• 700 & Above Employee

• Operations Manager - France, Italy, Spain

  • Jan 2011 - Present



InSight Consulting & Advisory Services

• Insurance Executive

  • 2007 - 2010

  Worked on a consultancy basis for insurance companies and mutual organizations to assist in assessing expansion opportunities, identifying partnership opportunities, as well as competitor’s acquisitions opportunities, re-engineering processes.Hired on a consultancy basis by a leading Japanese insurance company from June 2007 to November 2008 to complete all necessary research to produce a comprehensive documentation, recommending the establishment of an operation in France, which initiative received board approval in October 2008.Assignment included the production of an in depth analysis covering segment and class analysis, market performance, distribution, competition, strategy and tactics for entering the French market, five year revenue and expense forecast, in addition to the identification of underwriters, claims and loss control TPA arrangements, systems requirements, legal requirements, registration, office search.



Chubb

• Insurance
• 700 & Above Employee

• VP, Marketing & Sales Officer

  • 2000 - 2007

  Managed Country strategic activities to drive profitable growth through Chubb’s distribution systems, with primary accountabilities for:-Providing the strategic framework and direction for the Country, identifying opportunities and obstacles in the local market, translate output into an annual strategic agenda.-Elaborating and achieving annual revenue and expense budgets in synergy with local customer group leaders and in alignment with corporate goals.-Enhancing the Company culture to ensure that fundamental sales attributes are developed, taught and practiced through performance reviews, production meetings, prospects management, account rounding, cross-selling.-Managing brokers relationships at senior level, agreeing on premium annual growth targets as well as key activities to secure major renewals and for targeting prospects.-Promoting corporate vision and brand identity across staff and business partners.-Conducting lobbying and marketing campaigns with major clients, prospects.-Set up and managed Chubb’s Regional Offices, Middle Market operations, all lines of business, with ultimate responsibility for soliciting, underwriting and retaining profitable business, monitoring underwriting results and loss trends, achieving growth and underwriting profit goals, setting-up and managing dedicated operations support and procedures.

• VP, Personal Accident & Health Manager

  • 1996 - 2000

  -Re-shaped and managed a Personal Accident & Health portfolio, with concentration on group personal accident, business travel products and affinity schemes, targeting corporate employees, associations, trade unions, expatriates.-Recommended, implemented and successfully executed a strategy, aiming at building a well balanced book of business in order to reduce volatility through the acquisition of high volume / low limit corporate benefits ‘accounts.-Exploited existing account rounding opportunities with Chubb’s Department of Financial Institutions and achieved coordination of cross line new business opportunities.-Assessed potential areas for development, identified constraints, source of innovation and differentiation.-Maintained overall responsibility for Country operations management until spring 2008

• VP, Operations & Finance Manager

  • 1991 - 1996

  Built and managed an infrastructure of superior support services, covering workflow procedures, financial control, processing systems and staff that met country performance, productivity and operating expenses, business needs and objectives, with primary responsibility for:-Implementing and developing underwriting, claims workflows and procedures aiming at maximizing productivity and efficient use of technology. -Providing a full range of support services to Chubb’s customer groups allowing for optimum underwriting growth, claims handling and staff utilisation.-Ensuring timely, accurate data entry, policy issuance, updating and maintaining key performance indicators for effective management analysis and reports.-Directing, guiding and developing service staff to achieve individuals, team and branch goals.-Monitoring adherence to revenue and expense annual budgets, alerting Senior Management on potential revenue shortfall or expense rise, recommending solutions to correct adverse trends.-Managing general administration, internal audit and compliance aspects.-Producing statutory reporting to the authorities, interfacing with auditors and taxmen.-Conducting audits across Continental Europe branches.-Managed two staff lay-off plans.



CGM Stockbrokers (Indosuez Group)

• VP, Operations & Finance Manager / HR & Compliance Officer

  • 1989 - 1991



Citibank

• VP, Head of Operations

  • 1981 - 1989

  -Set up a middle office structure to address increasing complex needs associated to the development of Citicorp trading activities, notably, in the emerging MATIF & LIFFE markets, covering a range of products including interest rate & cross currency swaps, forward rate agreements, caps & collars, options, financial futures, treasury bonds, government bonds, in addition to money market & foreign exchange trading.-Managed all back office functions and wire money transfers.-Set up and managed a Financial Control unit and a Human Resources unit, fully dedicated to the Investment Banking activities.-Developed an institutional UK client base aiming at marketing Citicorp’s custodian services.-Performed treasury audits in Europe and in the Middle East/Africa.-Managed a major expense cut initiative across Continental Europe branches.-Managed London middle office operations on an interim, part time-basis (1986/87)