Senior Executive - GI Agency (ABBFA)

• May 2022 - Present

Highlights: - Client advisory and servicing - Create daily reports on the performance for the team and presented to Management (including client) to ensure the target will met in a timely manner - Perform weekly sales presentation about the progress of the campaign to the client and internal management. - Ensure instructions are communicated to and implemented by Etiqa as per client’s requirements - Achieve business growth target within existing portfolio - Comply with company procedures and processes Sales: • Develop and implement effective retention strategies in the existing client base (Motor new and renewal policies) • Provide professional handling on current and potential customers’ queries on products features, services and promotions • Collaborate with the other internal stakeholders in an effort to work through obstacles and resolve customer issues in a timely manner • Perform reporting duties on daily, weekly, monthly basis. Completed ad hoc duties whenever required • Review and inspect reports and other supporting documents to ensure proper adherence for compliance • Able to provide underwriting discretion (within authority level) to approve a risk within corporate standards • Initiate action to cancel a policy, modify coverage form or limit based on corporate guidelines and standards • Provide input concerning work related issues as directed by management. • Ability to analyze and interpret insurance coverage, policies, procedures and reports • Ability to handle multiple tasks as assigned by the Manager Agency: • Represent Etiqa Insurance to offer new business and convert existing customers from AXA to Etiqa to ensure the continuity of good retention rate requirements. • Perform reporting duties on weekly basis to client and to ensure that the retention rate and GWP is within the benchmark as required •Ensure policy administration matters are carried out accurately and timely, including invoicing collection etc. Show less

Direct Product Specialist

• Oct 2021 - May 2022

Name of Company: AXA Insurance Pte. Ltd - 8 Shenton Way #24-01 AXA Tower, Singapore 068811Position/Department: Specialist – Partnerships Distribution and TelemarketingFrom – To: October 1, 2021 - May 9, 2022Responsibilities:• Calls prospective customers to inform them of the various product offerings from AXA.• Identifies customer needs and presents AXA Insurance products by following a prepared call script to provide unique selling points and price quotations.• Ensures strict compliance with company and partners’ policies and procedures – including but not limited to PDPA and DNC registry.• Achieve monthly KPI targets set across all measures – Sales, Productivity and Quality.• Update customer’s personal information and contact centre activity.• Meticulously manage and update leads provided• Perform after-sales services whenever needed.• Liaise with underwriters to secure approval for quotations if necessary.• Follow – up with operations team to facilitate policy updates.• Feedback to management team on customer feedback and areas of concern.• Work on ad-hoc duties as needed. Show less

Health Insurance Specialist (Claims)

• Dec 2019 - Sep 2021

Name of Company: AXA Insurance Pte. Ltd - 8 Shenton Way #24-01 AXA Tower,Singapore 068811Position/Department: Specialist – Health Customer Care From – To: December 16, 2019 – PresentKey Achievements:• Top Performer for the Month of June July August October 2019 (QA, System adherence, Productivity and Zero complaints)• Maintain and was able to achieve monthly target for Attendance, QA, Productivity, Zero Complaints, System AdherenceResponsibilities:• Service policy holders (Corporate/Individual) professionally on renewals, endorsements, claims, general and new business inquiries with the objective of exceeding expectations with the service provided• Resolve customer problems, proactively and reactively, based on ability to identify and interpret service issues properly• Handle customer service email correspondences (policy holders, employees, clients, brokers, and internal departments)• To provide policy servicing assistance for Life and GI Health policies• Able to multi task with familiarity of Call Center Operations• Provide support to outsourced partners Show less

Product Specialist - Motor

• Mar 2017 - Dec 2019

Name of Company: AXA Insurance Pte. Ltd - 8 Shenton Way #24-01 AXA Tower, Singapore 068811Position/Department: Specialist – Partnerships Distribution and TelemarketingFrom – To: March 6, 2017 – December 15, 2019Key Achievements:• Consistent in maintaining the retention rate above the minimum requirement of 70% for renewals and put a highest retention rate record of 82%.• Top Seller for Motor Scheme from March – September 2017• Maintain and was able to achieve monthly Sales Quota, KPIResponsibilities:• Calls prospective customers to inform them of the various product offerings from AXA.• Identifies customer needs and presents AXA Insurance products by following a prepared call script to provide unique selling points and price quotations.• Ensures strict compliance with company and partners’ policies and procedures – including but not limited to PDPA and DNC registry.• Achieve monthly KPI targets set across all measures – Sales, Productivity and Quality.• Update customer’s personal information and contact centre activity.• Meticulously manage and update leads provided• Perform after-sales services whenever needed.• Liaise with underwriters to secure approval for quotations if necessary.• Follow – up with operations team to facilitate policy updates.• Feedback to management team on customer feedback and areas of concern.• Work on ad-hoc duties as needed. Show less

Helpdesk Officer - ADSL Internet Division

• Jun 2016 - Feb 2017

Subject Matter Expert / STA Team Leader

• Mar 2016 - Jul 2016

Technical Support Professional - Programming Save Specialist

• Aug 2015 - Jul 2016

Sales Engineer - Laundry Equipment Division

• Feb 2014 - Aug 2014

Generate sales for the company by increasing customer base and introducing new products to the market. *Drafts personal annual sales budget with quarterly goals and targets for approval by the Product Manager. *Sell various products through direct selling activities, promotional visits, cold calls customer liaisons, which involve the servicing of prospective and existing clients. *Presents products/services in a variety of ways to create awareness and interest in the company products and services. *Conducts territorial/area visits to various customers. *Prepares sales report and weekly itinerary. *Prepares necessary recommendations and documents to facilitate delivery of goods to customers. *Attends to customers complaints and submits reports to the Assistant Vice President. *Prepares sales contracts, agreements and other supporting documents. Show less