Joachim A. - Consultant

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Ketsch, Germany

Experience

Jan 2024 - Present

2 years

Germany

Consultant

Project management for new addiction rehabilitation clinic
Advising the board on large projects and reorganization
Coaching/mentoring of new executive management

Nov 2022 - Dec 2024

2 years 2 months

Germany

Consultant

Setting up PMO (Legal & Compliance, IT departments, subsidiaries)
Process development and implementation
Building and positioning the SDM (Service Delivery Management) team in IT

Oct 2022 - Dec 2023

1 year 3 months

Germany

Consultant

Developing and formulating strategy, implementing in business units
Reorganization of the office – central/decentralized units
Revising the IT strategy concept

Jan 2022 - Dec 2022

1 year

Germany

Consultant

Implementing a policy administration system (underwriting, claims) for a property insurer in three European countries (France, Austria, Netherlands)
Structure, product catalog, process setup and process management
Analyzing processes and organization
Modifying existing and building new processes (systemic and organizational)

Sep 2021 - Apr 2022

8 months

Switzerland

Head of Claims and Care

Member of the management team Switzerland/Liechtenstein
Leading the division with 7 teams and 65 employees in daily operations
Special focus: structure and processes, IT & operations organization

Oct 2020 - Sep 2022

2 years

Germany

Consultant

Realigning finance/controlling area
Developing strategy, defining operational goals
Reviewing and developing business areas
Consolidating, optimizing, and digitizing financial workflows in the association

Apr 2020 - Oct 2020

7 months

Germany

Commercial Managing Director

Covering vacancy until new CFO appointment
Preparing annual financial statements, revising controlling and reporting
Advising the chairman of the board and division heads on financial matters

Nov 2019 - Nov 2021

2 years 1 month

Germany

Consultant

Implementing a policy administration system (underwriting, claims) for a property insurer in four European countries (Switzerland, France, Austria, Netherlands)
Structure, product catalog, process setup and process management

Jun 2019 - Jun 2019

1 month

Germany

Consultant

Structuring client master data and information for a regional office

Apr 2019 - Apr 2019

1 month

Germany

Consultant

Due diligence using partly public and partly non-public information
Market and company analyses for acquisition of insurance companies/portfolios by foreign investors

Apr 2017 - Oct 2018

1 year 7 months

Germany

Interim Manager

Building Product Portfolio Management for the international division of an insurance/assistance company (Benelux, Germany, Switzerland, Scandinavia)
Process analysis and development of internal processes, responsibilities
Inventory of the existing product portfolio
Revising and standardizing the international product catalog
Analyzing and designing process interfaces of the new team with sales, pricing, controlling, and customer service in an international environment
Evaluating and designing strategic product portfolio management
Coaching new department head and staff

Jan 2010 - Dec 2013

4 years

Oberursel, Germany

Board Member Central Functions/Finance

DA Deutsche Allgemeine Versicherung AG

Reorganizing finance and cross-functional areas
Responsible for operations controlling, sales controlling, reinsurance, finance, investments
Sales channels: B2C and B2B (fleet)

Jan 2008 - Dec 2013

6 years

Neuhausen, Germany

Commercial Board Member/Managing Director

Real Garant Versicherung AG

Adapting and optimizing operational functions within the Zurich Group
Integrating new markets (Czech Republic, Hungary, Slovakia, Switzerland)
Sales channel: B2B2C

Responsible for finance/controlling, HR, operations organization, IT, administration, legal & compliance. Led 80 employees across nine European countries.

Jan 2008 - Dec 2009

2 years

Frankfurt, Germany

Head of Automotive Europe

Zurich Europe General Insurance

Project lead “Automotive Europe” – developing a value proposition for OEMs and creating an offering channel from the insurer's perspective in Europe
Building a new European business unit and matrix organization in Europe
Leading a European business area, central contact for car manufacturers in Europe for motor insurance
Supporting development of value propositions in the Turkish and Japanese markets

Jan 2005 - Dec 2008

4 years

Bonn, Germany

Head of CEO Office and Head of GAIA

Zurich Group Germany

Organizing the CEO office, interfacing with CEO and CFO
Project lead for “Business Model 2007 – Industrialization” in evaluation and design phase at group level

Jan 2002 - Dec 2004

3 years

Wiesbaden, Germany

Head of Reporting

DBV Winterthur Lebensversicherung AG

Sub-project lead for US GAAP implementation and internal control system setup
Contributing to building specialized sales for occupational pension schemes and new products

Jan 2000 - Dec 2002

3 years

Munich, Germany

CFO

XL Insurance Company Ltd./Winterthur International Germany

Responsible for integrating finance and accounting (M&A Credit Suisse/Winterthur Switzerland with XL Insurance Bermuda)
Building the new company as part of a three-person management team

Responsible for finance/accounting, controlling, administration, customer service, reinsurance

Jan 1995 - Dec 1999

5 years

Frankfurt, Germany

Controller

PriceWaterhouseCoopers

Building controlling for Tax and Legal Services areas
Developing and implementing a management information system

Jan 1994 - Dec 1995

2 years

Andreapol, Russian Federation

Site Business Administrator

STRABAG

Managing on-site commercial matters
Setting up on-site construction accounting and cash management

Summary

Personal

Married, one child

Professional

Consultant, Interim Manager (CxO), projects (14 years)
Board member/CEO (7 years)
Division manager/department head (8 years)
Controller (4 years)

Responsible functional areas

Finance/Controlling
Customer Service
Operations Organization and IT
Administration
Key Account Management
Claims and Benefits
Legal and Compliance
Human Resources
Product Management

Focus areas

Organization, structures, processes
Strategy – formulation, alignment of business units, reorganization
Large projects (complex, complicated), management and consulting
Coaching/mentoring of executive board, departments, teams, and employees
Integration of divisions, functions, companies / de-integration
Business analyst – systems, adaptation, development, implementation (insurance)
International projects
Interim – short-term, spontaneous
Urgent issues and crisis situations

International/cultural awareness

On-site locations: Germany, Switzerland, Belgium, UK, Russia
Regular business trips/relations: Belgium, Austria (with Hungary, Czech Republic, Slovakia), Switzerland, Italy, Netherlands, UK, Ireland, Spain, Portugal, Russia, France
Project-related business trips/relations: USA, China, Australia, Baltics, Scandinavia, Turkey

Sales channels