Daniel Gómez
Romulo O´Farril 520 T2-B904,Mexico City
Summary
Seasoned Customer Manager with proven track record in multi-channel customer service environments. Skilled at developing and implementing effective customer management strategies that boost satisfaction rates. Known for strong leadership capabilities, strategic planning skills, and ability to improve team productivity. Notably improved customer retention rates in previous roles through exceptional problem-solving and relationship-building abilities.
Overview
11
11
years of professional experience
Work History
SENIOR CUSTOMER MANAGER
SWISS RE CORPORATE SOLUTIONS
MEXICO CITY
01.2018 - Current
- Oversight on the Managed Customer portfolio for LatAm Wholesale and Mexican Insurance Company.
- Development of a solid and trusting relationship between managed customers portfolio that contributes with 10% of the total direct and wholesale portfolio in Latin America
- Collaboration with underwriting and cross-functional teams to maximize profit by upselling and cross-selling strategies, identifying opportunities to help the client to improve their risk management and risk transfer strategy, bringing new business opportunities to ensure the highest quality of service, managing expectations and time frames according to client´s needs
- Strategical commercial execution on the identification of innovative, captive and international programs opportunities that brings value to the company and satisfy customer needs
- Multiline P&C knowledge, as well as surety and non-traditional solutions
- Main managed industries: Food/beverage, traditional and renewable energy, oil & gas, mining and construction
- Planning and reports presentation on account progress, goals, and initiatives to share with team members, stakeholders to track the client´s relationship development
- Leadership and coordination for regional campaigns that contributes to the global results and KPIs follow up for sales manager´s results.
- Provided guidance to staff on how to handle difficult customer situations.
- Resolved complex customer inquiries in a timely manner.
- Drove customer escalations to resolution by engaging directly with clients.
COMMERCIAL DEPUTY MANAGER
SOM.US INTERMEDIARIO DE REASEGURO
MEXICO CITY
07.2017 - 08.2018
- Producer and business broker for Mexican market for property, casualty, energy, government accounts, public tenders and technical branches
- Managing negotiations, placements and marketing strategies implementation for new and renewal business, through the analysis of the business chain (Insurers, Retail Brokers, Ceding Companies, Reinsurance Brokers and Reinsurers)
- Coaching on insurance and reinsurance risk analysis to account executives
- Portfolio management (issuance, payments, records, systems, etc.), optimizing time frames with the team.
BUSINESS INTERNATIONAL DIRECTOR
UNITY GROUP HOLDING, CORP.
PANAMA CITY
02.2017 - 07.2017
- Responsible for the International Insurance Area at a Regional level in Central America, development of commercial relationships with brokers and reinsurers
- Coordination of business units, results monitoring, establishment of growth and development strategies
- Identification of new business partners to support customers on the designing and innovative solutions for their insurance programs
- Advisory on the processes and new products offered by the Company, during the acquisition of new offices in Central America, as well as integration of the group on the business operations with Aon Risk as a commercial partner.
COMMERCIAL DEPUTY MANAGER
COOPER GAY MARTÍNEZ DEL RÍO Y ASOCIADOS S. A. DE C. V.
MEXICO CITY
04.2015 - 01.2017
- Responsible for P&C and Energy production in Central America and Caribbean Area for Guatemala, Honduras, Haiti and The Dominican Republic, accomplishing 2 years of proven growth
- Handling the negotiations, placement and marketing strategy establishment, results follow up, budgeting and targeting new opportunities in the market
- Portfolio management (issuance, payments, records, systems, etc.), optimizing timeframes with the team and avoiding redundancies.
CPO UW / UNDERWRITER ASSISTANT
XL INSURANCE COMPANY
MEXICO CITY
10.2013 - 03.2015
- Strong understanding of Underwriters guidelines in order to perform accounts pre-analysis, identifying windows opportunities and business suitable for the Company
- Property Cat Modeling (RMS) management as per TOM process (Models Interpretation, Exposure Handling, Quoting)
- Liaison within Underwriting Team (across different Lines of Business) and CPO (Control Process Operation) Area in order to reflect UW rationale within Company's System for the Producing area
- Global Programs Administration, issuance process within the network
- Development of projects, as per Company needs, identifying different solutions and process for administration purposes.
BROKER / SENIOR ACCOUNT EXECUTIVE
HOWDEN INSURANCE BROKERS
LONDON
02.2013 - 08.2013
- Development of new reinsurance clients in the Latin-American Market, being the liaison between the Company and the Client
- Negotiation and quotation with Lloyd's Reinsurers, in order to get the best insurance option for our local clients
- Information handling in order to show to the client, the best in market reinsurance option according to their needs (presentations, business strategic planning, etc.)
- Understanding of Company's Compliance process to line up British Market's regulations with Company's guidelines.
PROPERTY UNDERWRITER
ODYSSEY REINSURANCE COMPANY
MEXICO CITY
10.2016 - 10.2012
- Underwriter for Latin-American Market (Venezuela, Ecuador, Bolivia, Peru and midsize Mexican business)
- Portfolio management, handle and control of catastrophic aggregates in Latin America (Catrader), for LatAm Facultative Portfolio
- Business strategic planning, administration and quotation of facultative reinsurance programs for property, technical branches and engineering risks
- Long term commercial relationships with Global/local Brokers and Ceding Companies, considering cross selling opportunities to expand the product offering.
Education
INSURANCE POSTGRADUATE -
ITAM / MEXICO CITY
01.2007
BUSINESS ADMINISTRATION BACHELOR DEGREE -
UNIVERSIDAD ANÁHUAC DEL SUR / MEXICO CITY
08-2006
MASTER OF BUSINESS STRATEGIC DIRECTION -
UNIVERSIDAD FRANCISCO DE VITORIA / MADRID
08-2006
Skills
- Customer success relationships
- Risk Management
- Leadership
- Risk evaluation
- Deal negotiations
- Strategic sales and Business planning
- Consultative B2B and B2C sales
- Problem-solving and decision-making skills
- Analytical reasoning
- Interpersonal skills
- Multiline Underwriting knowledge
- Goal-oriented, organized team player
- Self-motivated and self-directed
- Upselling and cross-selling techniques
- Team building
Languages
Spanish
Native/ Bilingual
English
Full Professional
Portuguese
Professional
Additional Courses:
- CII Award, Chartered (2020)
- Insurance Institute Business Personality Training course, ITAM (2019)
- Risk modeling, current insurance affairs and recent catastrophic events, ERN XII Annual Convention. (2018)
- Underwriting and Claims for Casualty Insurance, IMESFAC. (2014)
Timeline
SENIOR CUSTOMER MANAGER
SWISS RE CORPORATE SOLUTIONS
01.2018 - Current
COMMERCIAL DEPUTY MANAGER
SOM.US INTERMEDIARIO DE REASEGURO
07.2017 - 08.2018
BUSINESS INTERNATIONAL DIRECTOR
UNITY GROUP HOLDING, CORP.
02.2017 - 07.2017
PROPERTY UNDERWRITER
ODYSSEY REINSURANCE COMPANY
10.2016 - 10.2012
COMMERCIAL DEPUTY MANAGER
COOPER GAY MARTÍNEZ DEL RÍO Y ASOCIADOS S. A. DE C. V.
04.2015 - 01.2017
CPO UW / UNDERWRITER ASSISTANT
XL INSURANCE COMPANY
10.2013 - 03.2015
BROKER / SENIOR ACCOUNT EXECUTIVE
HOWDEN INSURANCE BROKERS
02.2013 - 08.2013
INSURANCE POSTGRADUATE -
ITAM / MEXICO CITY
BUSINESS ADMINISTRATION BACHELOR DEGREE -
UNIVERSIDAD ANÁHUAC DEL SUR / MEXICO CITY
MASTER OF BUSINESS STRATEGIC DIRECTION -
UNIVERSIDAD FRANCISCO DE VITORIA / MADRID
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