Desiree Cheng
Group Claims at Singlife- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
-
Chinese Native or bilingual proficiency
Topline Score
Bio
Credentials
-
Diploma in Financial Crime Compliance
International Compliance AssociationMar, 2022- Nov, 2024 -
Associate Digital Insurer
The Digital InsurerOct, 2020- Nov, 2024 -
CMFAS M3
IBFSG - The Institute of Banking & Finance SingaporeDec, 2019- Nov, 2024 -
CMFAS M6
IBFSG - The Institute of Banking & Finance SingaporeNov, 2019- Nov, 2024 -
M5, M9, M9A, M8, M8A, HI, PGI
SINGAPORE COLLEGE OF INSURANCE LTD
Experience
-
Singlife
-
Singapore
-
Insurance
-
700 & Above Employee
-
Group Claims
-
Jan 2021 - Present
Various responsibilities from project work involving AI claims systems integration, risk and compliance, claims processing etc.
-
-
HNW Business Manager
-
Feb 2018 - Jan 2021
Various responsibilities from sales (liaising with broker and FAs), operations of VUL product, product manager, set up of reporting requirements, etc.
-
-
-
Swiss Life
-
Switzerland
-
Financial Services
-
700 & Above Employee
-
Custodian Service Executive
-
Jul 2015 - Feb 2018
- Account Opening: Liaising with Banks on opening of corporate accounts for policies. - Technical Accounting: Adjustment of accounts in special situation which require manual calculations of AR/AP - Data Entry: Entry of assets of each policy account into system for generation of annual statements. - Update of Corporate Documents: arrangement of notifications and updates to custodian banks on corporate documents (ACRA, Board Resolutions, etc) - AP/AR: Execution of Commission payable and also collection of administrative fees and mortality premium. Cleared all previous outstanding AR payments during employment - Audit: Reconcile differences and queries from external auditors. Show less
-
-
-
Advisors' Clique
-
Singapore
-
Financial Services
-
100 - 200 Employee
-
Financial Consultant
-
Apr 2014 - Jun 2015
Financial Planning: Analyse and determine financial status of client. Propose and design plans for client to reduce financial risk in event of unfortunate circumstances and for legacy planning. Financial Planning: Analyse and determine financial status of client. Propose and design plans for client to reduce financial risk in event of unfortunate circumstances and for legacy planning.
-
-
Education
-
UNSW Australia
Bachelor of Science (BSc), Material Science