Betsy L.
Business Development Manager at BMO Insurance- Claim this Profile
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English Full professional proficiency
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Cantonese Native or bilingual proficiency
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Mandarin Native or bilingual proficiency
Topline Score
Bio
Credentials
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Fellow, Life Management Institute (FLMI)
Life Office Management AssociationJul, 2019- Sep, 2024 -
ACS (Associate, Customer Service)
FLMI (Fellow, Life Management Institute)Jun, 2013- Sep, 2024 -
ALMI (Associate, Life Management Institute)
FLMI (Fellow, Life Management Institute)Sep, 2012- Sep, 2024
Experience
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BMO Insurance
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Canada
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Insurance
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1 - 100 Employee
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Business Development Manager
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Feb 2023 - Present
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TD Insurance
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Canada
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Insurance
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700 & Above Employee
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Associate Product Manager
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Jul 2021 - Feb 2023
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Empire Life
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United States
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Professional Training and Coaching
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1 - 100 Employee
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Marketing Data & Competitive Intelligence Analyst
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Jun 2016 - Jul 2021
- Research competitive intelligence by using Competiscan, Bridgeforce and provide recommendations to senior management team on a monthly basis - Develop competitive pricing analysis by using Lifeguide and various companies’ illustrations - Design marketing materials and advisor site with Design and Web team - Conduct regular & ad ho D2C (Direct to Consumers) sales report on KPIs (leads, applications, conversion rate) and analyze the sales trending through Google Analytics - Research competitive intelligence by using Competiscan, Bridgeforce and provide recommendations to senior management team on a monthly basis - Develop competitive pricing analysis by using Lifeguide and various companies’ illustrations - Design marketing materials and advisor site with Design and Web team - Conduct regular & ad ho D2C (Direct to Consumers) sales report on KPIs (leads, applications, conversion rate) and analyze the sales trending through Google Analytics
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Retail Operations Analyst
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Apr 2013 - Oct 2013
Business Intelligence Analysis Reporting • Organized raw data from existing database using MS Access and performed sales data analysis using MS Excel• Designed a calculation spreadsheet to reduce the numbers of Not In Good Order (NIGO) applications from the Dealer Service Department to major financial institution by 20%• Developed and provisioned the business intelligence report• Established information database through a review of current business reports and requirements using MS Access • Trained end users on new and existing business intelligence programs/tools, User Acceptance Testing (UAT) scripting, and Microsoft Office • Qualitative Analysis: Work closely with Operations to identify, analyze and provide input into opportunities for quality, productivity and service improvement, with a focus on developing tools which may help bridge processing/performance gaps• Quantitative Analysis: Identify variances in production/workflow/communication via quantitative analysis of report data, escalate and assist in the resolution Show less
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University Graduate Development Program
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Jan 2012 - Mar 2013
Market Research Analyst • Increased claim submission efficiency through performing comparative research on the marketing strategies of the key Pharmacy Benefit Management (PBM) players within the market place to determine their relative competitiveness• Drafted PBM request for proposal for evaluations of potential third party vendors • Built Cost and Benefit Analysis spreadsheet to select the suitable third party vendors• Analyzed data to determine the trends and preferences of wholesale or retail consumers with respect to drug claims coverage IT - Business Analyst • Developed the security control documentation which helped to transfer retail policies to a new administrative software system called Ingenium • Utilize SQL queries and DB Visualizer for the Ingenium data cleanup activity • Performed comprehensive technical studies in the area of data obfuscation, data security, Ingenium and Unitrax setup, and methods for securing application data • Designed a complete conversion methodology for the Ingenium system and provided additional advice to the management on the best implementation practice• Documented and analyzed reporting requirements (including A2D reports) from business units Show less
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Queen's University
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Canada
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Higher Education
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Teaching Assitant
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Sep 2011 - Apr 2012
Chinese 200 Class Tutor at Queen's University Chinese 200 Class Tutor at Queen's University
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Education
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2007 - 2011
Queen's University
BAH, Economics, Mathematics
Community
