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Marc Planas Callicó

Marc Planas Callicó

AI Enabled Insurance Data Manager

Talento
BarcelonaMiembro desde 1 de mayo de 2026
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Sobre mí

Insurance and reinsurance operations professional with 10+ years across MGAs, Lloyd's market, global carriers, and reinsurance brokers. Specialising in delegated authority operations, bordereaux management, back-end process design, and SLA/KPI governance — building the operational infrastructure that makes MGA and coverholder businesses scale across European markets. AI-enabled operations manager with hands-on Claude API and ChatGPT API deployment in production workflows: Python/pandas pipelines for bordereaux ingestion and cleaning, SQL data quality audits, AI-powered automated reporting, and Insuretechdaily, a GitHub Actions intelligence pipeline monitoring the MGA/insurtech market in real time.

Corredor de Seguros Grupo B licensed. English C2 · French C1 · Spanish & Catalan native · Italian B2. Open to senior remote operations roles across Europe.

Experiencia

PROFESSIONAL EXPERIENCE

Operations Data Manager · Accelerant — MGA Reinsurance Platform (UK & Europe)

Architected a three-agent CrewAI system for automated reinsurance contract review — extracting 30+ contractual clauses (parties, authority limits, bordereaux obligations, sanctions, Solvency II), benchmarking against Lloyd's platform standard, and generating structured DORA-aligned review reports with full audit trail; estimated 80%+ reduction in manual review time per contract. (github.com/intlinsure/reinsurance-contract-crew)

Built a LangGraph state machine for claims triage automation — PDF intake of loss notifications, RAG-based policy lookup (ChromaDB), automated approve/escalate/reject routing with mandatory Human-in-the-loop checkpoints for high-value or ambiguous claims, and complete decision logging compliant with DORA Article 28 ICT third-party risk requirements. (github.com/intlinsure/claims-triage-langgraph)

Apr 2025 – Present | Barcelona / Remote

  • Owned end-to-end operational data governance for a reinsurance MGA platform serving 20+ managing agent partners across UK and European markets, ensuring full SLA compliance across all programme accounts.
  • Designed and implemented bordereaux governance framework covering Written and Paid data ingestion — standardised QC controls, automated data quality audits, and reduced processing errors across all partners.
  • Built Python/pandas automation pipelines for bordereaux data quality: automated ingestion, variable extraction, cleaning, and preparation for risk analysis and executive reporting — delivered to capacity providers (Everest Re, AmTrust).
  • Led offshore BPO supplier team: defined performance standards, conducted weekly coaching, resolved escalated non-standard scenarios, and monitored KPI/SLA/KRI adherence continuously.
  • Primary operational liaison for all managing agents — onboarded new members end-to-end from bordereaux gap analysis through first data delivery and SOP integration.
  • Delivered quarterly Solvency II operational reporting; built SQL (CTEs, window functions) and Power BI dashboards for real-time portfolio visibility to underwriting and actuarial leadership.
  • Led UAT and operational integration of Intrali SaaS data ingestion platform; defined acceptance criteria aligned with DORA obligations; third-party risk management for ADP as core ICT provider.
  • Deployed Claude API and ChatGPT automation workflows: PDF data extraction, bordereaux cleaning pipelines, anomaly detection, and executive summary generation — achieving measurable reduction in manual processing time.
  • Operated Insuretechdaily: a GitHub Actions-powered market intelligence pipeline monitoring MGA/insurtech market activity in real time.

Insurance Program Manager — French Market · Sompo International

Apr 2024 – Mar 2025 | Barcelona / Paris

  • Acted as underwriting assistant and sole operational owner of Sompo's French insurance market, managing all P&C programme workflows end-to-end for the Southern Europe operations centre.
  • Led end-to-end Guidewire CRM expansion from 2 insurance products in 1 country to the full product suite across 3 countries in under 12 months — coordinating IT, operations, and local market stakeholders throughout the migration.
  • Built the Coinsurance panel and Reinsurance panel from scratch in partnership with IT and the operations officer, designing workflows, data structures, and governance protocols from initial requirements to go-live.
  • Ensured all Guidewire-generated documentation complied with each country's local regulatory requirements across the three markets.
  • Created a credit control dispute panel with all coinsurers, standardising payment protocols and dispute resolution procedures — significantly reducing the outstanding backlog.
  • Primary liaison with the French market: operated entirely in French (C1) with brokers, managing agents, and local partners.
  • Designed and implemented operational procedure manuals; resolved credit control discrepancies with 100% reconciliation accuracy.

International Programs Operations Specialist · Zurich Insurance Group

Feb 2023 – Mar 2024 | Barcelona

  • Acted as underwriting assistant for Property and Business Interruption lines within Zurich's international programme portfolio — supporting underwriters on complex accounts with premiums exceeding €300K.
  • Processed, cleansed, and uploaded large-scale risk data files into Guidewire, ensuring data quality and completeness so underwriters could accurately assess and underwrite each risk.
  • Managed post-binding SOP workflows covering reinsurance allocation and credit allocation across 30+ simultaneous Commercial Lines international programmes across Europe, LATAM, and Asia-Pacific.
  • Processed endorsements, pro-rata calculations, and premium reconciliations for large multinational accounts; verified OFAC, HM Treasury and SDN sanctions compliance across all active jurisdictions.
  • Referral point for complex and non-standard scenarios; escalated underwriting authority breaches and implemented corrective actions with regional Line Leaders.

International Programs Manager · Confide — Reinsurance Broker

Oct 2021 – Jan 2023 | Barcelona

  • Managed and coordinated 17 existing international reinsurance programmes — day-to-day operational administration, incident and discrepancy resolution, and compliance with SOPs and sanctions controls (OFAC, HM Treasury, SDN, Good Local Standards).
  • Supported programme renewals with insurers and programme sponsors — managing documentation, deadlines, and operational continuity throughout the renewal cycle.
  • Primary point of contact between fronting insurers, reinsurers, brokers, and programme sponsors across EMEA; maintained full operational documentation for all 17 programmes.

Underwriter — Media & Entertainment (Delegated Authority) · Riskmedia Insurance Brokers

Dec 2019 – Sep 2021 | Barcelona

  • Underwrote Media and Entertainment risks within delegated underwriting authority across Property, Cancellation, E&O, and General Liability lines, using Seg Elevia as the core management platform.
  • Managed corporate client portfolio with direct face-to-face cross-selling engagement, identifying complementary coverage opportunities and deepening client relationships.

Underwriter — Personal Lines & Leisure · Liberty Seguros

Aug 2016 – Nov 2019 | Barcelona

  • Full underwriting responsibilities (not delegated) for Personal Lines and Leisure products serving expat broker networks — covering Home, Motor, Marine, and Leisure lines.
  • Coached newly onboarded team members and delivered retraining and refresher sessions for existing staff across three product sections.
  • Created best efficiency ideas across three sections; awarded 'Best Efficiency Idea' by the team and recognised with the 'Best Telephone Resolution Quality' award for Q1 2019.

Insurance Operations · SegurCaixa Adeslas

Mar 2015 – Jul 2016 | Barcelona

  • Assessed and processed claim refusals for Home, Community, and Funeral insurance plans; verified loss adjuster documentation and ensured file completeness before resolution.
  • Provided coverage information and policy explanations to insureds; administered policy portfolios within the CaixaBank bancassurance network.

Educación

Corredor de Seguros Grupo B — Licensed Insurance Intermediary (Level 2): ICEA · 2022

Building with the Claude API: Anthropic Skilljar · 2025 — RAG, tool use, agents, MCP, PDF processing, prompt caching

AI Fluency: Framework & Foundations · AI Capabilities & Limitations: Anthropic Skilljar · 2025

Prompt Engineering — CoT, few-shot, XML structuring: Great Learning + Anthropic · 2025

Python Projects: AI-Insight Report · SQL Portfolio Tracker · Insurance Automator: GitHub Portfolio · 2025

Valoraciones