To use my 30 years of insurance industry experience to help a large AEC firm to win bids, increase margins and manage risks.
Resume:
Manuel Antonio Rosa 301 Channel Club Tower Monmouth Beach, NJ 07750 Cell: 732-996-0257 Email: trosa_mb[at]yahoo.com Experience Aon/Allied Risk Solutions (purchased by Aon - January 2010) Senior Vice President 2008 - 2010 Producer, Client Executive and Marketing Executive responsible for new business development and relationship management with clients and markets. Created, structured and placed highly customized insurance programs, including D&O;, EPLI, Fiduciary, Crime, A&E;, Contractors E&O;, Public Entity E&O;, Tech E&O; and Environmental. Restructured insurance programs for publicly traded corporations and state agencies. Created detailed risk review procedure for P3 projects. Marsh FINPRO Senior Vice President 2006 -2008 Senior Marketing Executive and Senior Client Advisor responsible for the development and implementation of marketing initiatives to increase new business sales and penetrate existing clients. Provided client advisory services including the annual risk review, program restructuring and marketing of all placements, and creation of customized insurance programs for large law firms and engineering firms. MAR Consulting & Services Principal 2004 -2006 Provided risk management consulting and insurance advisory services to a diverse group of financial services, not for profit and reinsurance clients and their professional advisors. Rhodes Group, LLC Managing Director 2003 -2004 Partner in an investment banking firm focused on the insurance industry. Provided strategic, management and operational advisory services to clients. Advised clients on financing, brand creation, industry leadership, marketing strategy and implementation, commission structure and broker selection, and development of underwriting guidelines, policy forms and client service standards. AON / Minet Group (purchased by Aon - April 1997) Senior Vice President 1997 - 2003 Client Advisor, consultant and broker assisting private equity and venture capital clients and their professional advisors to create customized M&A; insurance solutions. Senior Marketing Executive with responsibility for structuring and marketing highly confidential insurance and hybrid insurance and financial products to insurers and reinsurers. Analyzed transactions, manuscripted policy wordings and structured and placed insurance solutions to enhance mergers and acquisitions transactions, remove or reduce balance sheet reserves and insure previously uninsured or underinsured risks. Created and developed "Sell Through" sales concept utilizing Aon's existing client base to initiate the sale of Transactional Insurance Products to third parties. Traveled extensively to present seminars at industry conferences and Continuing Legal Education seminars at professional services firms across the country. Sponsored by Aon to attend the Executive MS in Finance Program at the Zicklin School of Business, Baruch College, City University of New York. Vice President 1986 - 1997 Senior Marketing Representative responsible for development of marketing strategy, brand development and increased corporate visibility. Internal consultant to client service teams for manuscripted policy language to address new exposures and coverage issues, applicable regulations, underwriting practices, placement and market strategies. Instituted marketing protocols and quality standards for Minet offices across the US and Canada. Trained staff on coverage issues and placement procedures. Relationship manager and principal Minet contact with insurers and reinsurers in the US. Negotiated and structured commission schedules and incentive agreements with insurers and reinsurers. Appointed to Best Engineered Practices / KPMG International Task Force, 1997 Seconded to Minet Home Office in London and worked at Lloyds, 1995 Professional Liability Underwriting Society, Membership Committee, 1994 Professional Liability Underwriting Society, International Conference Chairman, 1992 Frank B. Hall Re International Reinsurance Broker 1982 - 1986 Negotiated facultative placements and managed a S200mm limit semi-automatic insurance facility for construction and erection projects throughout Latin America with emphasis on power generation. Home office liaison for FBH Re International offices throughout Latin America. Negotiated treaty wordings and serviced treaty reinsurance accounts produced by non-FBH Re offices. Home office liaison with FBH Re offices worldwide for treaty placements into the US insurance market. US representative of FBH Re start-up that created the first reinsurance brokerage office in Israel; placed all lines of reinsurance including D&O.; Insurance Company of North America/INAPRO Underwriter / Management Intern 1977 - 1982 D&O; underwriter with focus on the Fortune 500 and Non Profit Entities. Program manager for Public Officials and Educational Institutions. Developed underwriting guidelines, managed programs and audited Managing General Agents. Directed new product development including policy form creation, legal department review and state insurance department approvals. Received full scholarship and sponsorship from the Insurance Company of North America to The College of Insurance, now The School of Risk Management, St. John's University. Education Candidate for RIMS Risk Fellow designation RIMS courses and Continuing Education/Professional Development Program at Aon and Marsh Zicklin School of Business, Baruch College, CUNY, Executive MS Finance, 1998 The School of Risk Management, St. John's University, BBA Cum Laude, 1981 US Military Academy, West Point, 1976/1977 Licenses Licensed P&C; broker in CA, CT, FL, GA, IN, IL, KS, MA, MD, Ml, MO, NJ, NV, NY, OH, TX, Wash D.C., Wl Languages Fluent Spanish and Portuguese, limited French and Italian
