Chen Yu
Account Executive at Aon-COFCO Insurance Brokers Co., Ltd.- Claim this Profile
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Chinese -
Topline Score
Bio
Credentials
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CA Insurance License
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Experience
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Aon-COFCO Insurance Brokers Co., Ltd.
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China
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Insurance
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100 - 200 Employee
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Account Executive
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Mar 2018 - Present
Support Global Risk Management Team and Inbound Business Team to place global policies in local markets. · To achieve over RMB 2 Million revenues personal under team budget, assist to serve more than 50 accounts annually to meet requirements. · Consolidate market relationship with local carriers, such as PICC, CPIC, Huatai and etc. · Better communicate with overseas Aon colleagues in Singapore, Netherland, and Canada. · Provide documentation supports to teammates to improve team KPI scores Show less
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East West Bank
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United States
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Banking
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700 & Above Employee
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Private Client Advisor
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Oct 2014 - Aug 2017
Serve as a team member in the brokerage division of investment and private banking services to new and existing high net-worth clientele. · Independently sought to acquire new clients of high net worth (Over $5 Million) by leveraging social networks and company resources. · Held in-depth meetings with clients to understand their financial situations, investment objectives, and risk appetite etc. · Obtained relevant data about client financial situations, analyzed client portfolio makeups and risk levels, evaluated client needs and recommended investment strategies, provided financial advice and banking services to clients (including insurance, annuity, CDs, mortgage and new accounts) · Prepared and held educational seminars to prospective clients; coordinated with guest speakers, clients, team managers, and compliance officers · Developed strong networks with accountants, attorneys, and Chinese-US government officers. Held information and social sessions in order to maintain positive relationships and seek business opportunities · Researched and reviewed industry guidelines regarding complex transactions and issues. · Prepared and maintained documentation for client profiles, investment portfolios, and compliance requirements, etc. · Held weekly team meetings to discuss status and strategies. Provided internal trainings to team members by delegating tasks, answering questions, and reviewing their work Show less
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California Lutheran University
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United States
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Higher Education
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700 & Above Employee
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Graduate Assistant
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Sep 2013 - Aug 2014
Use MS Excel, SQL and EVIEWs to collect and provide preliminary analysis for the forecast center · Collected data on the US and China’s economic situation from Government’s internet · Collected data for historic work-file data to assisting economic forecast · Used LINGO and Microsoft Excel to forecast the short term (next quarter) and long term economic (next 4 years) · Coordinated to hold the annually presenting committee for the center on 2013. Use MS Excel, SQL and EVIEWs to collect and provide preliminary analysis for the forecast center · Collected data on the US and China’s economic situation from Government’s internet · Collected data for historic work-file data to assisting economic forecast · Used LINGO and Microsoft Excel to forecast the short term (next quarter) and long term economic (next 4 years) · Coordinated to hold the annually presenting committee for the center on 2013.
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Accounting Intern
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Feb 2012 - Dec 2012
· Managed ledgers and helped to reconcile two bank statements · Assisted in one monthly budgeting projection of 500,000 RMB (80,000 US Dollars) · Prepared lead sheets, performed trial balance rollup, and sorted documents · Sent out confirmations and kept track of replies · Assisted seniors and managers with other audit works · Managed ledgers and helped to reconcile two bank statements · Assisted in one monthly budgeting projection of 500,000 RMB (80,000 US Dollars) · Prepared lead sheets, performed trial balance rollup, and sorted documents · Sent out confirmations and kept track of replies · Assisted seniors and managers with other audit works
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English and Mathematics Teacher
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Feb 2012 - Dec 2012
Taught 2 separate classes per day and 4 classes per weekend Worked with various ages and levels ranging from kindergarten to middle school’s students Developed all preparation, textbooks, quizzes, and class agenda Helped to associate the Toastermasters International Club in Nanjing, China Taught 2 separate classes per day and 4 classes per weekend Worked with various ages and levels ranging from kindergarten to middle school’s students Developed all preparation, textbooks, quizzes, and class agenda Helped to associate the Toastermasters International Club in Nanjing, China
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General Member
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Sep 2010 - Dec 2012
Met and networked with various CPA firms, including KPMG and William Blair in Chicago Participated in VITA program to help low-income families and students file their annual income tax returns Met and networked with various CPA firms, including KPMG and William Blair in Chicago Participated in VITA program to help low-income families and students file their annual income tax returns
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Michigan Technological University
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United States
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Higher Education
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700 & Above Employee
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Fundraiser
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May 2008 - Jul 2008
Designed posters, created donation boxes, and distributed flyers Raised $10,000 from MTU students and local residents Kappa Sigma Iota Accounting Club in MTU Designed posters, created donation boxes, and distributed flyers Raised $10,000 from MTU students and local residents Kappa Sigma Iota Accounting Club in MTU
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Education
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2013 - 2014
California Lutheran University
Master of Science (MS), Economics -
2007 - 2011
Michigan Technological University
Bachelor of Science (BS), Accounting
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