Summary
Overview
Work History
Education
Skills
Timeline
Generic
Petar Dobric

Petar Dobric

Challenge seeker & Financial Executive
Munich

Summary

After 26 years with 1 Group, 11 Countries, 3 Start Ups, Petar is looking for "Next Level Challenge".

Dynamic, results-driven Executive with extensive experience in the financial industry, recognized for exceptional leadership capabilities. Proven track record of enhancing productivity and customer satisfaction while driving revenue growth and sales performance.

Dedicated to optimizing operational procedures and harnessing employee talent to achieve organizational goals.

Renowned for reliability, adaptability, and a steadfast commitment to delivering measurable results (3 Insurance Startups-Hungary,Slovakia,Turkey, N1 RNPS insurer, Head office coordination of 12Countries,German region(7Companies) structural and operational reorganization).

Overview

26
26
years of professional experience
7
7
Language

Work History

Member of the Board of Directors Responsible for Sales and Marketing (Chief Sales & Marketing Officer)

COSMOS Life Insurance-WG and COSMOS Insurance GA
Munich
05.2024 - Current
  • Made a complete turnaround of Sales and Marketing departments (from Silos to One Team organization)
  • Increased sales revenue by over 40% with developing and implementing Data Driven strategic marketing plans and sales initiatives.
  • Leading the 35FTE team covering all topics of sales, e-sales, AI, business strategy, brand strategy, brand positioning, media strategy, advertising media mix, RNPS, TNPS, implementation of the culture of customer centricity in all departments of the company.
  • Decrease of Average Acquisition Costs by 15%

Country Germany Head of Marketing and Customers

Generali Deutschland AG
Munich
06.2016 - Current
  • Executed Complete reorganization of the Country Germany from decentralized 7 Legal Entities, Sales channels, Brands to One Entity, Team & Brand
  • Decreased the Acquisition costs for over 67%
  • Brought the Brand from position n12 to the top 3 players of the market
  • Increased the Sales by 11,9% (traditional business) and over 40% of direct/On Line Business
  • Responsible for business strategy, development and product launch (Vitality, Arte Generali, Mobility, Mobile Health Solution..)
  • Brand, Brand ActivationMarketing, Strategic Marketing, Customer Centricity, , Partnership, IT Frontend Development ( Phone App, Customer Portals,..),
  • Founder of the Customer Centricity program which brought Generali from market last position to N1 player among its peers

DACH Head of Marketing & Customer

DACH Business Unit - Generali Assicurazioni SpA
Milan
11.2022 - 07.2024
  • Reporting directly to the CEO of Generali DACH; Coordination of 96 people in the areas of business strategy, governance, insurance and financial markets, products, marketing, brand strategy, brand positioning, communication strategy, advertising media mix, sponsorship, customer journeys, RNPS, TNPS, implementation of the culture of customer centricity in all departments of the company, CRM, CLTV (customer value), direct sales, online sales aggregators/partnerships, IT front-end solution, regulation Requirements.
  • Increased the sales over 11% using AI and data driven approach.
  • Strong increase of Customer Satisfaction (RNPS) to the top 3 of the Market in majority of Countries
  • Complete refresh, repositioning of the Brand and reorganization of the Departments with the focus on Team work and synergies.
  • Decrease of Acquisition costs by over 15% with a sales growth on all sales channels of over 7%

Chief Marketing and Customer Officer

Generali Insurance Ltd
Zurich
04.2023 - 06.2024
  • Operational responsability for relaunching the Brand repositioning, Data Driven Investment Strategy (realizing cost efficiencies)
  • Launched the Customer Centricity offensive involving all departments of the company
  • Cost Saving results of over 29%
  • Sales increase of over 10% (all ales channels, Agents,On Line, Hybrid)
  • Reporting directly to the CEO, leading the team of 29 people, who manages all topics of brand strategy, brand positioning, media strategy, media mix advertising, RNPS, TNPS, CRM, customer value,lead generation for 3 sales channels (agent, direct and broker).
  • Effective member of the Management Committee, the Product Development Committee, the Customer Committee, the Risk Management Committee.

Chief Sales, Marketing and Strategy Officer

Generali Sigorta A.S.
06.2013 - 06.2016


  • Responsible for business strategy and business model, governance, financial analysis of the market, both front-end and back-end IT renewal and data migration
  • Coordinating 170FTE in sales, product development, pricing process development, customer center, external customer centers, CRM customer communication, branding, marketing, strategic marketing, brand activation, partnerships, lead generation for sales opportunities.

Member of the Board of Directors responsible for Sales, International Business and Marketing

Generatel Biztosito Zrt
06.2010 - 06.2013

Place of business: Budapest & Bratislava


  • Co-founder of the direct sales channel, reporting directly to the CEO; Coordination of 40FTE in the field of direct sales, responsible for the analysis of insurance and financial markets, governance, customer center, external customer center, CRM customer communication, brand, marketing, strategic marketing, brand activation, product strategy, pricing strategy, partnership, sales strategy.
  • Responsible for the development of the Group's strategy for international direct sales. Insurance and financial analysis of the Slovak,Czech, Romanian and Bulgarian markets with a focus on governance, regulatory framework and requirements.
  • Generatel Slovakia
  • Founder and responsible for the launch of the direct company in Slovakia, the business strategy and business model, the financial analysis of the market, the direct reporting path to the CEO; Coordination of 30FTE in the areas of sales, product development, price development, IT (both frontend and backend), process development, customer center, external customer center, CRM customer communication, branding, marketing, strategic marketing, brand activation, partnerships, lead generation for sales opportunities. Regular member of all meetings of the Board of Directors and the Supervisory Board.

Head of Direct Business & Modern Distribution

Generali Assicurazioni SpA
05.2007 - 06.2010
  • Generali Group Headquarters, Trieste (Italy)
  • Responsible for the development of the Group's direct sales strategy. Insurance and financial analysis of the market: Spanish, Austrian, Belgian,UK,Hungarian,Polish,Croatian,..
  • Coordination of several mergers and acquisitions (M&A) projects in the direct insurance sector, with a focus on business analysis, business strategy and finance. Development of business plans for Spain, Poland, Netherlands, France, Germany, CEE, Russia,.. Decision on the launch of Genertel Hungary in the first place.

Education

Executive Leadership Program - Business Administration And Management

Massachusetts Institute of Technology (MIT)
Boston
10-2024

C-suite - Lifetime & Transformation Partners - Business Administration & Management

London Business School
London
10.2020

Executive Leadership Program -

IMD, Faculty of Business Administration
Lausanne
09.2016

Investor relations and rating agencies

Assicurazioni Generali Academy
Trieste

Cup and accounting of insurance companies

Assicurazioni Generali Academy

Insurance Company Strategy and Planning

Assicurazioni Generali Academy

Data protection and customer protection law

Assicurazioni Generali Academy

Executive Leadership Program - undefined

Duke&Duke
09.2015

Master's Degree - International Economics

University of Trieste
03.2006

Skills

Data-driven decision making

Timeline

Member of the Board of Directors Responsible for Sales and Marketing (Chief Sales & Marketing Officer)

COSMOS Life Insurance-WG and COSMOS Insurance GA
05.2024 - Current

Chief Marketing and Customer Officer

Generali Insurance Ltd
04.2023 - 06.2024

DACH Head of Marketing & Customer

DACH Business Unit - Generali Assicurazioni SpA
11.2022 - 07.2024

Country Germany Head of Marketing and Customers

Generali Deutschland AG
06.2016 - Current

Chief Sales, Marketing and Strategy Officer

Generali Sigorta A.S.
06.2013 - 06.2016

Member of the Board of Directors responsible for Sales, International Business and Marketing

Generatel Biztosito Zrt
06.2010 - 06.2013

Head of Direct Business & Modern Distribution

Generali Assicurazioni SpA
05.2007 - 06.2010

Cup and accounting of insurance companies

Assicurazioni Generali Academy

Insurance Company Strategy and Planning

Assicurazioni Generali Academy

Data protection and customer protection law

Assicurazioni Generali Academy

Executive Leadership Program - undefined

Duke&Duke

Master's Degree - International Economics

University of Trieste

Executive Leadership Program - Business Administration And Management

Massachusetts Institute of Technology (MIT)

C-suite - Lifetime & Transformation Partners - Business Administration & Management

London Business School

Executive Leadership Program -

IMD, Faculty of Business Administration

Investor relations and rating agencies

Assicurazioni Generali Academy
Petar DobricChallenge seeker & Financial Executive