Juan Ma. Perez
Paranaque City,00
Summary
A dynamic leader excelling in business development and client relationship management. Spearheaded strategic partnerships and market expansion, achieving revenue growth. Skilled in negotiation and fostering partnerships. Demonstrates exceptional team leadership and innovative problem-solving abilities.
Overview
30
30
years of professional experience
Work History
AVP, Head - Business Development
PGA Sompo Insurance Corporation
09.2019 - 02.2025
- Responsible for driving the company's growth through strategic partnerships, new business opportunities, and overall market expansion
- Strategic Planning & Market Expansion: Develop and implement strategies to identify and pursue new business opportunities, including new markets, channels, and product lines and identify key industry trends, customer needs, and competitor activities to ensure that PGA Sompo stays competitive
- Partnership Development: Establish and nurture long-term relationships with key partners, stakeholders, brokers, and clients and negotiate and close partnership agreements, ensuring alignment with the company’s overall goals
- Sales & Revenue Growth: Lead business development initiatives to achieve sales targets and revenue growth and work closely with the marketing team to convert leads into profitable business.
- Product & Service Innovation: Collaborate with the product development and underwriting teams to ensure that the company’s offerings align with market needs and help in the creation of innovative products and services that attract new customers and retain existing ones.
AVP, Head - Marketing
PGA Sompo Insurance Corporation
12.2015 - 09.2019
- Responsible for leading the marketing strategy, planning, and execution to strengthen the company’s brand, drive customer acquisition, and enhance business relationships with partners.
- Marketing Strategy & Planning: Oversaw all marketing functions, including branding, communications, digital marketing, and product marketing
- Market Research & Customer Insights: Analyzed market trends and used customer insights for informed decision making and proactive strategy adjustments.
AVP, Business Development
Marsh Philippines
08.2010 - 11.2015
- Responsible for driving the growth of the business by identifying new opportunities, managing key client relationships, and developing strategic partnerships. This position would require a focus on both expanding Marsh’s market presence and enhancing relationships with existing clients
- Strategic Business Development: Identified and pursue new business opportunities and markets for Marsh Philippines, including cross-selling Marsh’s various products and services.
- Sales & Revenue Growth: Achieved sales and revenue targets by securing new accounts and expanding business with existing clients.
- Negotiation & Proposal Development: Developed and present tailored proposals and presentations to potential clients, highlighting Marsh's competitive advantages and solutions.
AVP, Head of Motor Department
Pioneer Insurance
03.2004 - 07.2010
- Responsible for overseeing and managing the motor insurance portfolio, driving growth, ensuring operational excellence, and maintaining strong customer relationships.
- Involved in strategic planning, product development, underwriting management, and leading a team to execute business objectives
- Motor Insurance Product Strategy & Development: Developed and executed the strategies to enhance motor insurance products to meet customer needs, regulatory requirements, and market trends.
- Underwriting & Risk Management: Oversaw underwriting guidelines and ensure that motor insurance policies are being issued with appropriate risk assessments, ensured adherence to pricing policies, risk management practices, and compliance with regulatory standards and identified potential risks within the motor insurance portfolio and develop strategies to mitigate those risks.
Manager, Production Department
Pioneer Insurance
05.2001 - 02.2004
- Responsible for overseeing the sales activities and ensuring efficient production of insurance policies within the company.
- Client Relationship Management: Develop and maintain strong relationships with key clients, brokers, and agents to drive sales opportunities and ensure client satisfaction.
Sales Merchandiser
Metro Inc.
09.1997 - 04.2001
- Responsible for building relationships with customers, identifying their needs, and offering appropriate products to meet those needs.
Management Trainee
Pioneer Insurance
07.1995 - 08.1997
- Involved rotating through different departments to gain a comprehensive understanding of the company’s operations, culture, and the insurance industry.
Education
Bachelor of Science - Business Management
Colegio De San Juan De Letran
Manila, Metro Manila03-1988
Skills
- Business Development
- Client Relationship Management
- Negotiation & Proposal Development
- Partnership Development
Timeline
AVP, Head - Business Development
PGA Sompo Insurance Corporation
09.2019 - 02.2025
AVP, Head - Marketing
PGA Sompo Insurance Corporation
12.2015 - 09.2019
AVP, Business Development
Marsh Philippines
08.2010 - 11.2015
AVP, Head of Motor Department
Pioneer Insurance
03.2004 - 07.2010
Manager, Production Department
Pioneer Insurance
05.2001 - 02.2004
Sales Merchandiser
Metro Inc.
09.1997 - 04.2001
Management Trainee
Pioneer Insurance
07.1995 - 08.1997
Bachelor of Science - Business Management
Colegio De San Juan De Letran
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