Dina Hunziker

Seasoned insurance specialist with over 20 years of experience in wealth planning and life insurance solutions, currently serving as Executive Director, Life Insurance Specialist – Wealth Management at UBS. Recognized for technical expertise, governance leadership, and stakeholder engagement across ultra/high-net-worth client segments. Fluent in English and Spanish, with a proven ability to combine strategic oversight with hands-on execution, delivering compliant, innovative, and client-centric insurance solutions. Trusted by senior management, colleagues, and clients for reliability, structured problem-solving, and long-term relationship building.

• Solely managed the Life Insurance / Universal Life Insurance function, assuming full ownership of product, revenue generation, training, governance, and stakeholder management
• Independently increased life insurance revenues, driving business growth through proactive advisor engagement, case support, and strategic product positioning
• Designed and delivered comprehensive training programs that strengthened advisor capability, increased referral quality, and supported sustainable revenue generation
• Successfully maintained a flawless audit record for the life insurance product, demonstrating strong risk management, compliance discipline, and governance standards
• Established the function as a trusted center of expertise within the organization, becoming the primary point of reference for complex insurance and premium financing solutions
• Senior Specialist Client Accounting Services, Mythenquai, Zurich January 2013 – February 2018
• As Business Manager, I managed the Iberia portfolio in the area of Client Accounting Services. I have built and maintained professional client relationships and ensured that excellent external customer service is provided by understanding client's needs and working on creative solutions to fulfill them. I am performing on-site client visits and multiple client events which based on these interactions made a significant difference in our NPS (Net Promoted Score) metric used for our relationship management strategy.
• I enjoy seizing opportunities in various cross-functional projects where creativity, pragmatism and innovation are an important asset. Projects / Globally: Led Tax, Portfolio Management and Governance for EMEA.
• My Business Management visual was chosen during a global competition project.
• Market: successfully led first client differentiation Iberian forums (Spain and Portugal) which increase our share of wallet and same format was used for other markets due to the valuable results.
• Encouraging and supporting an international team through various cycles of intensity is one of my main tasks. I am acting as relationship manager/business partner towards internal and external stakeholders by providing strategic advice, constructive feedback and competent analysis. This occurs in close collaboration with the offshored processing hubs and the internal cross-functional teams.
• My role includes an active contribution to the organization's value creation by simplifying processes, identifying and implementing working capital opportunities and realizing efficiency gains. Increased my portfolio automation rate from 49% to 77%. Mitigated and avoided future financial loss to company by correcting loop hole in our contracts.
• Finance and sales associate professional, Las Vegas, NV November 2003 – August 2011
• In charge of high growth market (Hispanic/Latin). Targeting life insurance which increased by 75% within our three year plan.
• Prepare sales action plans. Identify specific targets and to project number of contacts; follow up on new leads and referrals resulting from field activity.
• (Retention rate improved from 82% to 93% and referral rate increased by 25%).
• Establish rapport to build and maintain contact with contract clients, potential clients and referral sources.
• Develop and supervise the preparation, issuance, and delivery of sales materials, exhibits, and promotion programs; prepare for and attend conferences, meetings, and other local, regional, and national promotional opportunities.
• Prepare paperwork to activate and maintain contract services; oversaw account services through quality checks and other follow-up; identify and resolve client concerns.
• Prepare a variety of status reports, including activity, closings, follow-up, and adherence to goals; report on special developments, information, or feedback gathered through field activity.
• Coordinate specific training within our agency and awareness sessions in our community (schools, Latin Chamber of Commerce, Mortgage companies, etc.)
• Insurance Licensed Representative, Las Vegas, NV October 2000 – November 2003
• First contact to policyholders from needs analysis, delivery and explanation of policy. Update clients in regards to insurance programs and suggest additions or changes beneficial to their policies.
• Calculated premiums and established payment methods.
• Customized insurance programs to suit individual customers, often covering a variety of risks.
• Sold various types of insurance policies (Personal and commercial)
• Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
• Sought out new clients and developed clientele by networking to find new customers and generated list of prospective clients.
• Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Contacted underwriters and submitted forms to obtain binder coverage.

• Property & Casualty/Life & Health Certification, Nevada School of Insurance

     October 2000  –  December 2000 

• Real Estate Certification, Key Realty School

     August 2005  –  September 2005 

• Prosci Change Manager Certified

March 2018  –  March 201