Looking for a job

Jose Gómez Sada

@josegmezsada

Message

Senior Business Analyst focused on corporate fleet account management, renewals, and B2B client retention.

Mexico

Message

What I'm looking for

I’m looking to lead corporate fleet and B2B account portfolios end-to-end—renewals, reconciliations, and policy continuity—while optimizing processes and partnering cross-functionally with insurers and financial institutions in a multinational environment.

I’m a business administration professional with 7+ years of experience managing corporate portfolios and delivering end-to-end B2B client service operations. I focus on account continuity, customer relationship management, and revenue protection across complex corporate and fleet environments.

At FORTEX, I managed an active corporate fleet portfolio and oversaw the full commercial lifecycle—quotations, renewals, financial follow-up, policy maintenance, and stakeholder coordination. I improved corporate portfolio retention and maintenance by more than 80% through strategic follow-up and service optimization, coordinating directly with insurance carriers, financial institutions, and corporate decision-makers to resolve operational bottlenecks.

Previously, I led national and international corporate accounts at AON Mexico, supported multinational clients with renewal and reconciliation processes, and strengthened long-term partnerships. I also reactivated inactive portfolios and ensured administrative compliance at Qualitas and ANA, using CRM management, executive reporting, and documentation control to keep commercial operations responsive and reliable.

Experience

Work history, roles, and key accomplishments

Senior Business Analyst

Fortex

Jun 2025 - Apr 2026 (10 months)

Managed a corporate fleet portfolio and full commercial lifecycle (quotations, renewals, policy maintenance, and financial follow-up) to ensure account continuity. Improved corporate portfolio retention and maintenance by more than 80% through proactive service optimization and stakeholder coordination.

Key Account Management B2B Client Services CRM Management

Senior Account Executive

Aon Mexico

Jul 2023 - Jan 2024 (6 months)

Managed national and international corporate accounts tied to enterprise assets and insurance programs. Coordinated renewals, financial reconciliations, compliance follow-up, and service continuity to support multinational client responsiveness and account stability.

B2B Account Management Financial Reconciliations Customer Relationship Management Executive Reporting Documentation Control

Senior Account Executive

Qualitas Insurance Company

Apr 2023 - Jul 2023 (3 months)

Managed corporate fleet and business-related accounts across national commercial portfolios. Reactivated inactive accounts and strengthened retention through proactive follow-up, while coordinating renewals, documentation control, and cross-functional communication to maintain administrative compliance.

Client Retention Documentation Control Cross functional Coordination B2B Customer Service

Account Executive

Ana Insurance Company

Aug 2018 - Jan 2022 (3 years 5 months)

Administered corporate and fleet-related client accounts in a high-volume service environment. Handled quotations, policy issuance, renewals, and commercial follow-up, coordinating with agents and carriers to reactivate portfolios and support long-term revenue continuity.

Policy Issuance Renewal Management Commercial Follow Up Customer Service Operations Cross functional Coordination client support Administrative Documentation