Regional Insurance Manager- Mexico

Regional Insurance Manager- Mexico Caterpillar•Monterrey, Nuevo León, México Descripción del trabajo Career Area Finance About Cat Financial Responsible for GPW (Gross Premium Written) portfolio volume growth and other KPI (Key Performance Indicator) metrics for covered Energy & Transportation (E&T) industries and Cat dealer territories. What you will do Advising Cat dealers and E&T customers on ESC (Extended Service Coverage) programs and risk management products to fit customer's needs. Assisting with ESC quotes and proposals based on evaluation of client coverage needs. Building and maintaining strong relationships with customers and dealers and resolving inquiries to achieve high satisfaction survey scores. Initiating renewal process for existing clients. Participating and presenting at dealer and industry meetings and conferences, conducting training seminars. Supporting Underwriting and Actuarial departments in developing ESC programs and products, implementing robust pricing, risk validation, enrollment and documentation processes. Manage services and activities that support the sales and profitability of the insurance products offered by CFIS. Serve as a sales representative for the CFIS assigned product lines in the assigned territory or Caterpillar division. Provide requisite support to Underwriting Department ensuring customer requirements and local market conditions are identified in order to meet critical customer requirements as well as ROE objectives when developing programs and coverage. Establish and manage metric-based processes and reporting to enable effective measurement and management of each program. Provide reports to HQ management on customer satisfaction and engagement, financial results, market penetration and sales forecasting. Foster relationships with Cat Divisions (i.e. FPD, Product Groups and Marketing Profit Centers) that will lead to "packaging" or "encoding" of CFIS products in the sale and lease of equipment. What you will have Level Extensive Experience: Discusses industry-specific flagship products and services. Level Extensive Experience: Demonstrates current knowledge of the regulatory environment for industry segment. Level Extensive Experience: Describes the contribution of own function as it relates to the industry segment. Level Extensive Experience: Participates in major industry professional associations; subscribes to industry-specific publications. Level Extensive Experience: Currently works with a major industry segment and associated functions and features. Level Extensive Experience: Oversees development activities for multiple products or product lines. Level Extensive Experience: Advises colleagues on implementation and operational considerations. Level Extensive Experience: Coaches others on key factors that differentiate offerings from that of competition. Level Extensive Experience: Develops procedures for product planning, development, and delivery cycles. Level Extensive Experience: Promotes understanding of multiple product and service groups and their interdependencies. Level Extensive Experience: Monitors regulatory and environmental issues and considerations. Influencing: Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Level Extensive Experience: Achieves influence and impact even when holding a position contrary to the majority. Level Extensive Experience: Discards examples of persuasive arguments lacking substance or impact. Level Extensive Experience: Leads and presents collaborative assessments that persuasively influence decision makers. Level Extensive Experience: Advises on techniques to build rapport and commitment to common purpose. Level Extensive Experience: Determines and leverages the decision‑making style of the individual or group being influenced. Level Extensive Experience: Delivers well‑received presentations of cost, benefits, risks, and other considerations. Relationship Management: Knowledge of relationship management techniques; ability to establish and maintain healthy working relationships with clients, vendors, and peers. Level Extensive Experience: Communicates to clients regarding expectations of all parties. Level Extensive Experience: Participates in negotiating the terms of the business relationship. Level Extensive Experience: Conducts periodic reviews of work effort, progress, issues, and successes. Level Extensive Experience: Maintains productive, long‑term relationships with clients or vendors. Level Extensive Experience: Creates opportunities to educate support teams on client priorities. Level Extensive Experience: Empowers others to establish collaborative, healthy relationships. Level Extensive Experience: Teaches others about the historical background and future perspective of insurance product features and benefits. Level Extensive Experience: Creates product documentation or marketing materials highlighting different potential benefits. Level Extensive Experience: Develops new product #J-18808-Ljbffr