Insurance Technical Support
Resume:
curriculum vitae
Personal information
Name
ACOSTA, Claudio Daniel
Address
Calle Duque de Sesto 50, Bajo “E”, 28009, Madrid, Spain
Telephone
****************@*****.***
Nationality
Argentine (Work Permit in Spain until 2024)
work experience
• Dates (from – to)
November 2014 - Actual
• Name and address of employer
Barclays Bank
• Type of business or sector
Bancassurance
• Occupation or position held
Deputy Business Development Director (Based in Spain)
• Main activities and responsibilities
Understand and execute the long-term organizational strategic goals, builds key customer relationships, identifies business opportunities, and maintains extensive knowledge of current market conditions. Collaborate to manage existing clients and ensure they stay satisfied and treated fairly; provide support that will continually improve the relationship. Work closed with mid and senior level management, marketing, and technical staff. Cooperate in the preparation of the Strategic Plan of the company. Business Cases, Analysis of Retention Actions.
• Dates (from – to)
August 2008 – October 2014
• Name and address of employer
Barclays Bank
• Type of business or sector
Bancassurance
• Occupation or position held
Head of Insurance Sales & Partnership Western Europe (Based in Spain)
• Main activities and responsibilities
Expand the bancassurance business across the region. Contribute to the development of new products, improving the sales performance trough the different distribution channels and segment of clients. Elaborate the Insurance Business Plan for Spain, Portugal, Italy and France, its tracking and a detailed variance analysis. Technical support to the countries related to products and regulatory changes. Sensitivity analysis. Re-launch of the insurance business and constitution of a new insurance company in Italy. M&A activities. Best Practice Transfer.
• Dates (from – to)
2005 – 2008
• Name and address of employer
Met Life
• Type of business or sector
Insurance company
• Occupation or position held
Deputy Director of Financial Planning (Argentina and Uruguay)
• Main activities and responsibilities
Annual business plan elaboration for three companies (Life, Annuities and Pension). Monthly Forecasts by product line and distribution channels. Variance analysis. M&A analysis and integration processes post-merge. Reports to HO. Synergy analysis and expense optimisation.
• Dates (from – to)
2003 – 2005
• Name and address of employer
Citibank Argentina
• Type of business or sector
Bancassurance
• Occupation or position held
Insurance Product Manager
• Main activities and responsibilities
Re-launch of the insurance business in Argentina with focus on protection products. Renegotiation of commissions schemes with insurance companies. Re-launch the telemarketing platform and external call centres. Responsible of the Credit Related transformation. Best practice transfer to LATAM.
• Dates (from – to)
2001 – 2003
• Name and address of employer
Citiinsurance LATAM - Citibank
• Type of business or sector
Bancassurance
• Occupation or position held
Business Performance Manager (11 countries in the region)
• Main activities and responsibilities
Elaborate commercial plans for the region. Launch of New Products and alternative channels. Technical support to other countries about products and regulatory changes. Develop a new Insurance Scorecard. Leverage international agreements with carriers. Explore profitable new business. Due diligences and M&A activities.
• Dates (from – to)
1995 – 2001
• Name and address of employer
Aetna Vida Seguros de Vida y Salud
• Type of business or sector
Insurance Company
• Occupation or position held
CFO
• Main activities and responsibilities
Annual business plan elaboration. Monthly Forecasts by product line, branches and distribution channels. Variance analysis. M&A analysis and integration processes post merge. Reports to HO. Expense optimisation. Sales Performance Tracking. Commercial agreements with Banks and Brokers. Presentation of Financial Statements to the Insurance Regulator.
Education and training
• Dates (from – to)
1984-1990
• Name and type of organisation providing education and training
UNLZ – National University of Lomas de Zamora
• Title of qualification awarded
Accountant
Personal skills and competences
.
Mother Tongue
Spanish
Other languajes
English
Other Courses
Registered Independent Agent (argentina)
Oracle Finance
Sistran (Insurance System)
Performance Management
Effective Oral Presentations
International Trading
Team Work Management
Organizational skills and competences
Solid experience in bancassurance business acquired in international banks and insurance companies in latin america and europe. Active participation in several projects that include start ups, reorganizations, M&A activities and implementation of distribution agreements.
Capability to drive business performance with focus on results and oriented to customers thanks to my background in Finance and Commercial areas.
Elaboration of budgets, monitoring and interpretation of the variance analysis.
Launch of new products and alternative distribution channels.
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