Wenxuan Yan

Actuarial Analyst at Bank of China Group Insurance Company Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA

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Credentials

  • VEE Corporate Finance
    Society of Actuaries
    Aug, 2019
    - Nov, 2024
  • VEE Economics
    Society of Actuaries
    Mar, 2019
    - Nov, 2024
  • VEE Mathematical Statistics
    Society of Actuaries
    Mar, 2019
    - Nov, 2024
  • Exam FM
    Society of Actuaries
    Dec, 2018
    - Nov, 2024
  • Probability Exam - SOA
    Society of Actuaries
    Sep, 2018
    - Nov, 2024

Experience

  • Bank of China Group Insurance Company Limited
    • Actuarial Analyst
      • Dec 2020 - Present

  • TD
    • credit card specialist
      • Aug 2019 - Jul 2020

      Performed legendary customer experience through conversation with customers.Advanced skills in multiple system. (i.e. TSYS; HOST; Pega)Excellent Communication skills with customers. Understand customer priority needs as wellas detect potential opportunities to start advise conversation.Bilingual skills for English and Mandarin.

  • China Pacific Insurance Company
    • Intern
      • Jul 2018 - Aug 2018

      Helping develop basic expense model for wealth insurance during the 2 months intern at China Pacific Insurance Company(Beijing). Getting skill for Excel during the internship.

  • Golden A Education
    • Tutor
      • Sep 2017 - Apr 2018

    • VP of operation
      • Sep 2017 - Apr 2018

  • Bank of Communications Co.,Ltd.
    • Intern
      • Jun 2016 - Jul 2016

      I learned Learning basic sales strategy and muti-tasks skills during the internship.I still maintaining relationships with clients and sales managers.Learning sales skills for bonds, stocks & annuities.

Education

  • Western University
    -

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