Wijnand van den Berg

Managing Director/Pension & Insurance Advisor at B Smart Pensions & Insurances
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Contact Information
us****@****om
(386) 825-5501
Location
Curacao
Languages
  • Engels Professional working proficiency
  • Nederlands Native or bilingual proficiency
  • Duits Limited working proficiency
  • Frans Limited working proficiency

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Bas van de Geest

Wijnand is iemand die de ingewikkelende pensioenmaterie kan vertalen naar een duidelijk verhaal. Of het nu gaat om collectiviteiten of DGA's. Hij is altijd bereid om je te helpen, zijn kennis te delen en ook van zijn excelkennis heb ik veelvuldig gebruik mogen maken. Wij hebben diverse pensioentrajecten samen gedaan, en de samenwerking was altijd prettig en goed!

Frank de Bruijn

It was fun to work with Wijnand. He is reliable, staightforward, capable and he has humor.

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Experience

    • Curaçao
    • Insurance Agencies and Brokerages
    • 1 - 100 Employee
    • Managing Director/Pension & Insurance Advisor
      • Jul 2023 - Present
    • Curaçao
    • Insurance
    • 1 - 100 Employee
    • Senior Pension Specialist
      • Mar 2017 - Jul 2023

      Giving the cliënts of ASKA Insurances the best possible advise and service in the field of Pension and Life Insurances. Pro active attitude. Always trying to outperform wishes and expectations by innovative approach and use of experience and setting of realistic goals. Giving the cliënts of ASKA Insurances the best possible advise and service in the field of Pension and Life Insurances. Pro active attitude. Always trying to outperform wishes and expectations by innovative approach and use of experience and setting of realistic goals.

    • Netherlands
    • Banking
    • 700 & Above Employee
    • Customer Service Agent
      • Jun 2016 - Feb 2017

      Aproaching customers from a commercial and service related point of view. Redarding financial products such as mortgages and bank accounts of SNS Bank. Providing information about these products and increasing customer satisfaction. Scheduling appointments with customers. Managing appointments and agreements with customers and raising commitment by customers. Aproaching customers from a commercial and service related point of view. Redarding financial products such as mortgages and bank accounts of SNS Bank. Providing information about these products and increasing customer satisfaction. Scheduling appointments with customers. Managing appointments and agreements with customers and raising commitment by customers.

    • Owner
      • Jul 2013 - Jan 2017

      I provide advice and support in the field of Pensions and Life Insurances for Banks, Insurance Companies, Pension Funds, Accountants and Consultants. I provide specialised expertise and consultancy skills and perform projects in the field of Pensions and Life Insurances. Contact? -> pensioensupport@wijnandberg.nl I provide advice and support in the field of Pensions and Life Insurances for Banks, Insurance Companies, Pension Funds, Accountants and Consultants. I provide specialised expertise and consultancy skills and perform projects in the field of Pensions and Life Insurances. Contact? -> pensioensupport@wijnandberg.nl

    • Intern Specialist Pensioenen a.i.
      • Jan 2015 - Apr 2016

      In cooperation with the Specialist Pensioenen I am responsible for my own collective pension portfolio of business relations at Rabo Pensioen Advies. For this clientele I am the first point of contact for pension related questions. I coordinate the advisory process and the planning of the consultations. I also prepare the consultations.and settle the agreements. I assemble myself in a pro active and advisory way in the contact with my clientele. In cooperation with the Specialist Pensioenen I am responsible for my own collective pension portfolio of business relations at Rabo Pensioen Advies. For this clientele I am the first point of contact for pension related questions. I coordinate the advisory process and the planning of the consultations. I also prepare the consultations.and settle the agreements. I assemble myself in a pro active and advisory way in the contact with my clientele.

    • Deskaccountmanager Pension(migration) a.i.
      • Jul 2014 - Dec 2014

      Responsible for the entire process of follow-up up to and including the acceptance of the proposals for the migration of the old individual pensionproducts to the new pensionproducts. Review of the proposals, follow-up of the proposals by phone, alterations of the proposals if applicable. Processing of the accepted proposals. Point of mutual interest for customers having technical assurance questions and its completion. Responsible for the entire process of follow-up up to and including the acceptance of the proposals for the migration of the old individual pensionproducts to the new pensionproducts. Review of the proposals, follow-up of the proposals by phone, alterations of the proposals if applicable. Processing of the accepted proposals. Point of mutual interest for customers having technical assurance questions and its completion.

    • Specialist Pensioenen a.i. in project Pensioendossiers op Orde, PoO
      • Jul 2013 - Mar 2014

      I provide specialised expertise and consultancy skills in the field of Collective Pensions and DGA-Pensions for clients of Friesland Bank Assurantiën. Each DGA will have a consultancy appointment with me and will receive an up to date pension advise according to the standards of the AFM and Rabobank. I am responsible for the transfer of clients of Friesland Bank to Rabobank due to the merge of these 2 banks. This job is project based and will last up until march 1 2014. I provide specialised expertise and consultancy skills in the field of Collective Pensions and DGA-Pensions for clients of Friesland Bank Assurantiën. Each DGA will have a consultancy appointment with me and will receive an up to date pension advise according to the standards of the AFM and Rabobank. I am responsible for the transfer of clients of Friesland Bank to Rabobank due to the merge of these 2 banks. This job is project based and will last up until march 1 2014.

    • United Kingdom
    • Construction
    • 1 - 100 Employee
    • DGA Specialist / Pensioen Specialist / Account Manager Pensioen
      • Apr 2013 - Jun 2013

      Available for a new challenge in the field of pensions. Please contact me (wijnandberg@online.nl) to see if we have a match! I look forward to meet you. Available for a new challenge in the field of pensions. Please contact me (wijnandberg@online.nl) to see if we have a match! I look forward to meet you.

    • Netherlands
    • Insurance
    • DGA Specialist / Account Manager
      • Jan 2008 - Mar 2013

      Specialised in tailor made solutions for employee benefits situations. I take the desired situation of my client and think out of the box to come up with the best possible solution. Long term relationship with my client is my goal. I make the difficult employee benefits subjects easily accessible for my clients. My working field varied from small starting companies to multinationals and DGA's.

    • Account Beheerder Pensioenen en DGA zaken
      • Aug 2000 - Dec 2007

      In close cooperation with the Account Manager I took the desired situation of my client and came up with out of the box ideas to create the desired solution. Combined with a hands on mentality and a pro active approach I created long term relationships with many clients. My working field varied from small starting companies to multinationals and DGA's. A long term relation with my client was my goal. My specialism was the communication of employee benefits and pensions in common language making the subject accessible for my clients. Show less

    • Netherlands
    • Financial Services
    • 1 - 100 Employee
    • Relatiebeheerder
      • Sep 1999 - Jul 2000

      Responsible for the administration and communication of pensions for the employees and retired staff of the Spoorwegen Pensioen Fonds. Responsible for the administration and communication of pensions for the employees and retired staff of the Spoorwegen Pensioen Fonds.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Account Support Pensions
      • Nov 1997 - Aug 1999

      Administration of pensions for companies and individual clients. Designing of pension solutions, contracts and proposals for companies and individual clients and insurance brokers. Also providing advice by phone to insurance intermediary. Administration of pensions for companies and individual clients. Designing of pension solutions, contracts and proposals for companies and individual clients and insurance brokers. Also providing advice by phone to insurance intermediary.

    • Sales Support
      • Sep 1995 - Oct 1997

      Support of the insurance intermediary by designing insurance solutions and giving advice by phone. Emphasis on life insurance solutions. Support of the insurance intermediary by designing insurance solutions and giving advice by phone. Emphasis on life insurance solutions.

    • Account Manager
      • Jun 1991 - Aug 1995

      Advise and consultancy on the field of private saving schemes. I had a good relationship with my clients and managed to get many recommendations to get in touch with new leads. Advise and consultancy on the field of private saving schemes. I had a good relationship with my clients and managed to get many recommendations to get in touch with new leads.

    • Sales Assistant
      • Aug 1988 - May 1991

      Sales and advice activities in a menswear shop. Sales and advice activities in a menswear shop.

    • Netherlands
    • 1 - 100 Employee
    • Medewerker afdeling houdbaar
      • Jan 1988 - May 1988

      Salesactivities and stockmanagement in a supermaket. Salesactivities and stockmanagement in a supermaket.

    • Netherlands
    • Armed Forces
    • 700 & Above Employee
    • Sergeant
      • Sep 1986 - Dec 1987

      Sergeant in charge of 6 soldiers and an armed vehicle with heavy mortar. Sergeant in charge of 6 soldiers and an armed vehicle with heavy mortar.

    • United Kingdom
    • 1 - 100 Employee
    • Sales Assistant
      • Sep 1985 - Jul 1986

      Salesactivities in a department store. Salesactivities in a department store.

Education

  • Actuarieel Instituut
    Actuarial Calculation
    2020 - 2020
  • Opleidingsinstituut Lindenhaeghe
    PE Counselor Pension
    2018 - 2025
  • University of Curaçao
    Pension law
    2019 - 2019
  • University of Curaçao
    Pension law
    2018 - 2018
  • Lindenhaeghe
    Wft Vermogen
    2016 - 2016
  • Wft Inkomen
    Certified
    2015 - 2015
  • PE Plus Adviseur Pensioen
    certified
    2014 - 2014
  • WFt Pensioen
    Certified / WFt Proof
    2013 - 2013
  • WFt Basis
    Certified
  • WFt Schadeverzekeringen
    Student
  • Financial Planning
    Student
    2006 - 2007
  • Pensioenpraktijk 2
    Certified
  • Pensioenpraktijk 1
    Certified
  • Assurantie A Leven
    Certified
  • Woningfinanciering A
    Certified
  • Assurantie B
    Student
  • College Noetsele
    Certified Havo, Economics, English
    1978 - 1983
  • Opleidingsinstituut Lindenhaeghe
    PE Adviseur Pensioen
    2018 -

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