César Borja Castillo

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LATAM Customer Success Manager Health & Life

Qantev |AI Claims Platform for Health & Life Insurance

Dec 2024 - Current (1 year 8 months)

• Develop a Comprehensive Onboarding plan in Collaboration with Internal Remote Teams in France (Sales, Data Science, Development, Product and Delivery). • Guidance for New Customers Through the Setup and Configuration of the SaaS Products After Build Phase. • Conduct Regular Business Reviews to Evaluate Progress and Demonstrate ROI Tracking Reporting on the Key Success Metrics Aligned with Clients Objectives. • Closely Collaboration with C-Suite Executives, IT Leaders, SIU Managers, Heads of Claims and Lines of Business to Build and Maintain Strong Long-lasting Clients Relationships. • Identify Opportunities of Upselling and Cross-selling for Additional Products and Services. • Serve as a Product Expert, Able to Answer Detailed Quest

Customer Success Manager P&C and Health

Shift Technology

Apr 2022 - Apr 2024 (2 years 1 month)

• Provide Leadership in Claims Transformation Projects of AI SaaS Solutions for Claims and Underwriting Fraud Detection, Claims Automation, Claims Document Decision for P&C and Health Products for Insurance Companies in Latin America. • Closely Collaboration with Internal Remote Teams in NA and EMEA (Sales, Data Science, Development, Product and Delivery) to Support Client in Daily Operations (BAU), Renewals and Expansion Opportunities. • Improvements and Recommendations for Fraud Detection and Claims Management Strategies. • Negotiation with C-Suite Executives, IT Leaders, SIU Managers, Heads of Claims and Lines of Business. • Project Management Documentation (Project Initiation, Planning, Tracking, Timeline, Risk, RACI, Business Case

C

LATAM Insurance Client Services & Support Manager

Charles Taylor InsureTech PLC

Aug 2018 - Apr 2022 (3 years 9 months)

• Provide Leadership, Assistance and Mentoring to Functional Business Analysts and Technology Internal Team Members. • Provide Guidance & Support of Business Solution Architecture Enabling Cross-Functional Teams to Work in Parallel in PAS Core System Projects for Insurance Companies in Latin America. • Assistance in Solving Complex Insurance Business Issues and Problems Through the Application of Technology Based Business Solutions, Processes and Capabilities. • Provide Insurance Expertise (Life, P&C, Health, Travel) to Address Client Business Problems and Achieve Their Goals. • Lead End to End Requirements Lifecycle Using Insurance Industry Tools, Business Analysis and Project Management Best Practices.

Property & Casualty (GI)

Zurich Insurance Company Ltd

May 2015 - Aug 2018 (3 years 4 months)

• Provide Leadership to P&C Project Implementation Team Members in Diverse Projects. • Management and Follow up of IT, Operational Improvements and Regulatory Projects for General Insurance (P&C, Motor and Surety). • Deal and Negotiation with Project Stakeholders: Business Analysts, IT Project Managers, C-Suite Sponsors, IT Leaders, UW Lines of Business Heads. • Risk and Impact Management in Project Programs Including Contingencies Plans (BCP, DRP). • Management of External Platforms for Agents and Brokers. • SME of General Insurance in Latin America and Global Projects for Zurich Group. Achievements: • Delivery on Time of Global Project REDS (Risk Exposure) and Regulatory Project Solvency II in Mexico. • Successful of Technology Pl

César Borja Castillo

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