Lexz Xie
Senior Business Development Manager at Allianz Insurance Singapore- Claim this Profile
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English Native or bilingual proficiency
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Chinese (Simplified) Native or bilingual proficiency
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Cantonese Professional working proficiency
Topline Score
Bio
Kenny Lee
Lexz is a person who is capable of turning the process of cooperation into an engaging healthy competition. We worked together on several projects and initiatives in the course of the last two years. Lexz’s professionalism and healthy perfectionism always motivated me to do my own part of the job better. On multiple occasions, he has raised the morale and motivated the whole team with his energetic and adventurous approach to solving roadblocks. I highly recommend Lexz as a manager whose work in the team makes other team members strive for better results.
Esta Teng
I have had the privilege of working with Lexz for the last 2 years. He is proactive, result oriented, responsible and always ready to put all his energy and time to get the job done. He is a great teammate and certainly can get my full recommendation.
Kenny Lee
Lexz is a person who is capable of turning the process of cooperation into an engaging healthy competition. We worked together on several projects and initiatives in the course of the last two years. Lexz’s professionalism and healthy perfectionism always motivated me to do my own part of the job better. On multiple occasions, he has raised the morale and motivated the whole team with his energetic and adventurous approach to solving roadblocks. I highly recommend Lexz as a manager whose work in the team makes other team members strive for better results.
Esta Teng
I have had the privilege of working with Lexz for the last 2 years. He is proactive, result oriented, responsible and always ready to put all his energy and time to get the job done. He is a great teammate and certainly can get my full recommendation.
Kenny Lee
Lexz is a person who is capable of turning the process of cooperation into an engaging healthy competition. We worked together on several projects and initiatives in the course of the last two years. Lexz’s professionalism and healthy perfectionism always motivated me to do my own part of the job better. On multiple occasions, he has raised the morale and motivated the whole team with his energetic and adventurous approach to solving roadblocks. I highly recommend Lexz as a manager whose work in the team makes other team members strive for better results.
Esta Teng
I have had the privilege of working with Lexz for the last 2 years. He is proactive, result oriented, responsible and always ready to put all his energy and time to get the job done. He is a great teammate and certainly can get my full recommendation.
Kenny Lee
Lexz is a person who is capable of turning the process of cooperation into an engaging healthy competition. We worked together on several projects and initiatives in the course of the last two years. Lexz’s professionalism and healthy perfectionism always motivated me to do my own part of the job better. On multiple occasions, he has raised the morale and motivated the whole team with his energetic and adventurous approach to solving roadblocks. I highly recommend Lexz as a manager whose work in the team makes other team members strive for better results.
Esta Teng
I have had the privilege of working with Lexz for the last 2 years. He is proactive, result oriented, responsible and always ready to put all his energy and time to get the job done. He is a great teammate and certainly can get my full recommendation.
Credentials
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The Six Morning Habits of High Performers
LinkedInDec, 2021- Sep, 2024
Experience
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Allianz Insurance Singapore
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Singapore
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Insurance
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1 - 100 Employee
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Senior Business Development Manager
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Apr 2019 - Present
• Align objectives and build communications with exclusive bank partnership within the Standard Charted Bank regionally with the goal of providing them with insurance solutions to their clients’ problems. Product line included, among others: Medical, Hospital Income, Personal Accident, Cancer, Motor, Travel, Home Content. • Spearhead the personal coaching and training of 250 Relationship Managers and Personal Bankers in a timely and efficient manner regarding various topics involving… Show more • Align objectives and build communications with exclusive bank partnership within the Standard Charted Bank regionally with the goal of providing them with insurance solutions to their clients’ problems. Product line included, among others: Medical, Hospital Income, Personal Accident, Cancer, Motor, Travel, Home Content. • Spearhead the personal coaching and training of 250 Relationship Managers and Personal Bankers in a timely and efficient manner regarding various topics involving insurance concepts/products, identifying business opportunities, cross selling, and more. • Pioneer and oversee multiple campaigns that penetrated retail, employee, priority and private banking channel with a focus on increasing operations success and efficiency; examples include digital, EDM, staff banking, corporate e-seminars etc. • Investigate, evaluate and verify key corporate account opportunities that could increase operational returns for the company and its clients, including Corporate Bonds/BG, Employee Benefits, Construction and Group Motor Fleet. • Drive massive increases to productivity by optimizing tedious process flow to decrease the amount of time spent on various tasks. • Pilot development and implementation of new strategies with the goal of maintaining revenue growth despite the effects of the Covid-19 virus. Show less • Align objectives and build communications with exclusive bank partnership within the Standard Charted Bank regionally with the goal of providing them with insurance solutions to their clients’ problems. Product line included, among others: Medical, Hospital Income, Personal Accident, Cancer, Motor, Travel, Home Content. • Spearhead the personal coaching and training of 250 Relationship Managers and Personal Bankers in a timely and efficient manner regarding various topics involving… Show more • Align objectives and build communications with exclusive bank partnership within the Standard Charted Bank regionally with the goal of providing them with insurance solutions to their clients’ problems. Product line included, among others: Medical, Hospital Income, Personal Accident, Cancer, Motor, Travel, Home Content. • Spearhead the personal coaching and training of 250 Relationship Managers and Personal Bankers in a timely and efficient manner regarding various topics involving insurance concepts/products, identifying business opportunities, cross selling, and more. • Pioneer and oversee multiple campaigns that penetrated retail, employee, priority and private banking channel with a focus on increasing operations success and efficiency; examples include digital, EDM, staff banking, corporate e-seminars etc. • Investigate, evaluate and verify key corporate account opportunities that could increase operational returns for the company and its clients, including Corporate Bonds/BG, Employee Benefits, Construction and Group Motor Fleet. • Drive massive increases to productivity by optimizing tedious process flow to decrease the amount of time spent on various tasks. • Pilot development and implementation of new strategies with the goal of maintaining revenue growth despite the effects of the Covid-19 virus. Show less
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Abacare Group Limited
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Hong Kong
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Insurance
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1 - 100 Employee
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Business Development Manager
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May 2017 - Apr 2019
• Assumed extensive responsibilities by acting as an international broker with presence in Asia; created and implemented both GI and Life channels through 28 different international insurers in a timely and efficient fashion while also growing a deep familiarity with both local and IPMI employee benefits plans. • Researched and marked key client sector, before establishing a pipeline of employee benefits, medical and life insurance for expatriates in Asia. • Utilized extensive… Show more • Assumed extensive responsibilities by acting as an international broker with presence in Asia; created and implemented both GI and Life channels through 28 different international insurers in a timely and efficient fashion while also growing a deep familiarity with both local and IPMI employee benefits plans. • Researched and marked key client sector, before establishing a pipeline of employee benefits, medical and life insurance for expatriates in Asia. • Utilized extensive communications skills to draw in, hire and manage top talent; mentored, motivated and headed a high-performance sales team that accumulated impressive results that increased overall profit generation for the company. • Adopted new responsibilities by taking control of the head marketing position for the group that helped create and maintain a corporate presence in Asia. • Revitalized and restructured company commission structure to ensure that it remains consistent with industry standards. • Contributed efforts towards the revival of the company’s largest account worth $2.4 million USD through a flex benefits program. • Enhanced the effectiveness of all key sales processes by fine-tuning its individual elements which resulted in a higher productivity overall. Show less • Assumed extensive responsibilities by acting as an international broker with presence in Asia; created and implemented both GI and Life channels through 28 different international insurers in a timely and efficient fashion while also growing a deep familiarity with both local and IPMI employee benefits plans. • Researched and marked key client sector, before establishing a pipeline of employee benefits, medical and life insurance for expatriates in Asia. • Utilized extensive… Show more • Assumed extensive responsibilities by acting as an international broker with presence in Asia; created and implemented both GI and Life channels through 28 different international insurers in a timely and efficient fashion while also growing a deep familiarity with both local and IPMI employee benefits plans. • Researched and marked key client sector, before establishing a pipeline of employee benefits, medical and life insurance for expatriates in Asia. • Utilized extensive communications skills to draw in, hire and manage top talent; mentored, motivated and headed a high-performance sales team that accumulated impressive results that increased overall profit generation for the company. • Adopted new responsibilities by taking control of the head marketing position for the group that helped create and maintain a corporate presence in Asia. • Revitalized and restructured company commission structure to ensure that it remains consistent with industry standards. • Contributed efforts towards the revival of the company’s largest account worth $2.4 million USD through a flex benefits program. • Enhanced the effectiveness of all key sales processes by fine-tuning its individual elements which resulted in a higher productivity overall. Show less
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Singapore Post Ltd
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Singapore
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Transportation, Logistics and Storage
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1 - 100 Employee
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Senior Manager, Head of Sales Management, Financial Services
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Dec 2014 - Nov 2015
• Took on responsibility for all channel sales for four financial product areas, including Life/General Insurance, Credit Cards and Personal Loans; increased focus on maximizing sales through the paired deployment of Singpost sales staff and business partner financial consultants at island-wide locations. • Controlled, trained and developed 60 staff who were organized into five sales teams to achieve both sales volume and revenue targets of key financial services products. • Monitored… Show more • Took on responsibility for all channel sales for four financial product areas, including Life/General Insurance, Credit Cards and Personal Loans; increased focus on maximizing sales through the paired deployment of Singpost sales staff and business partner financial consultants at island-wide locations. • Controlled, trained and developed 60 staff who were organized into five sales teams to achieve both sales volume and revenue targets of key financial services products. • Monitored and managed staff deployment across 44 Singpost branches to ensure optimal manpower allocation in relation to sales performance on a daily basis. • Ensured the continuation of maximum operations efficiency by providing the necessary onsite support and leadership. • Guaranteed exceptional results by ensuring that the sale team met monthly in-branch and roadshow campaign sales targets. • Conducted the efficient recruitment of new staff and planned new Singpost branches as part of business expansion plans. • Acquired the daily weighted average of 1 million SGD collected premium through key strategic sales planning and campaigns month on month. • Invented and implemented a one-stop solution on-boarding training program and personally trained all new staff in identifying cross-selling opportunities of all financial products. Show less • Took on responsibility for all channel sales for four financial product areas, including Life/General Insurance, Credit Cards and Personal Loans; increased focus on maximizing sales through the paired deployment of Singpost sales staff and business partner financial consultants at island-wide locations. • Controlled, trained and developed 60 staff who were organized into five sales teams to achieve both sales volume and revenue targets of key financial services products. • Monitored… Show more • Took on responsibility for all channel sales for four financial product areas, including Life/General Insurance, Credit Cards and Personal Loans; increased focus on maximizing sales through the paired deployment of Singpost sales staff and business partner financial consultants at island-wide locations. • Controlled, trained and developed 60 staff who were organized into five sales teams to achieve both sales volume and revenue targets of key financial services products. • Monitored and managed staff deployment across 44 Singpost branches to ensure optimal manpower allocation in relation to sales performance on a daily basis. • Ensured the continuation of maximum operations efficiency by providing the necessary onsite support and leadership. • Guaranteed exceptional results by ensuring that the sale team met monthly in-branch and roadshow campaign sales targets. • Conducted the efficient recruitment of new staff and planned new Singpost branches as part of business expansion plans. • Acquired the daily weighted average of 1 million SGD collected premium through key strategic sales planning and campaigns month on month. • Invented and implemented a one-stop solution on-boarding training program and personally trained all new staff in identifying cross-selling opportunities of all financial products. Show less
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AXA
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Italy
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Glass, Ceramics and Concrete Manufacturing
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1 - 100 Employee
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Senior Manager Financial Services
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Sep 2010 - Sep 2013
• Liaised with the Head of Financial Planning and AXA Life under the Enhanced Hiring Program with a provision of a quarter million SGD funding to conduct agency distribution; utilized extensive management expertise in the development of a high-performance teams geared towards structured sales production outcomes. • Administered the prompt creation and incorporation of marketing and distribution strategies for insurance products. • Functioned as an advisor for a unit that was ranked first… Show more • Liaised with the Head of Financial Planning and AXA Life under the Enhanced Hiring Program with a provision of a quarter million SGD funding to conduct agency distribution; utilized extensive management expertise in the development of a high-performance teams geared towards structured sales production outcomes. • Administered the prompt creation and incorporation of marketing and distribution strategies for insurance products. • Functioned as an advisor for a unit that was ranked first in the entire company for a campaign that lasted 2 months, earning more than $55,000 in commission, excluding a bonus of $33,000. • Participated in the Top-ranked unit for two months for “Best of Bangkok Challenge.” • Provided a promotion to one Associate Development Manager that led to them becoming a Financial Services Manager. • Orchestrated the promotion of two Advisors into Associate Development Managers. • Extended the group size from the initial seven personnel to 20 staff in eight months. • Presented a 100% persistency ratio in entire unit for RP and SP sales. • Achieved an income of more than $210,000 within 12 months from start up. Show less • Liaised with the Head of Financial Planning and AXA Life under the Enhanced Hiring Program with a provision of a quarter million SGD funding to conduct agency distribution; utilized extensive management expertise in the development of a high-performance teams geared towards structured sales production outcomes. • Administered the prompt creation and incorporation of marketing and distribution strategies for insurance products. • Functioned as an advisor for a unit that was ranked first… Show more • Liaised with the Head of Financial Planning and AXA Life under the Enhanced Hiring Program with a provision of a quarter million SGD funding to conduct agency distribution; utilized extensive management expertise in the development of a high-performance teams geared towards structured sales production outcomes. • Administered the prompt creation and incorporation of marketing and distribution strategies for insurance products. • Functioned as an advisor for a unit that was ranked first in the entire company for a campaign that lasted 2 months, earning more than $55,000 in commission, excluding a bonus of $33,000. • Participated in the Top-ranked unit for two months for “Best of Bangkok Challenge.” • Provided a promotion to one Associate Development Manager that led to them becoming a Financial Services Manager. • Orchestrated the promotion of two Advisors into Associate Development Managers. • Extended the group size from the initial seven personnel to 20 staff in eight months. • Presented a 100% persistency ratio in entire unit for RP and SP sales. • Achieved an income of more than $210,000 within 12 months from start up. Show less
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Unit Manager
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Aug 2008 - Aug 2010
• Engineered and controlled the regular/single premium sales and staff recruitment to drive sales volume and revenue; monitored and developed a high-performing team of 10 for sales outcomes. • Accomplished all sales targets despite poor recruitment and consumer confidence during the financial crisis by relying on the company’s strong branding during road shows to garner sales and leads. • Garnered impressive amounts of sales leads through innovative campaigns for credit cards and… Show more • Engineered and controlled the regular/single premium sales and staff recruitment to drive sales volume and revenue; monitored and developed a high-performing team of 10 for sales outcomes. • Accomplished all sales targets despite poor recruitment and consumer confidence during the financial crisis by relying on the company’s strong branding during road shows to garner sales and leads. • Garnered impressive amounts of sales leads through innovative campaigns for credit cards and referrals. • Employed the new company recruitment initiative to recruit six new advisors in two months. • Endorsed a Financial Planner by promoting them to the position of Associate Manager. • Launched the development and endorsement of a Financial Planner to assure that they receive the High Achiever Award in Company Awards Night 2010. • Coached and developed two Financial Planners to help them acquire the High Achiever Awards in Company Awards Night 2010. Show less • Engineered and controlled the regular/single premium sales and staff recruitment to drive sales volume and revenue; monitored and developed a high-performing team of 10 for sales outcomes. • Accomplished all sales targets despite poor recruitment and consumer confidence during the financial crisis by relying on the company’s strong branding during road shows to garner sales and leads. • Garnered impressive amounts of sales leads through innovative campaigns for credit cards and… Show more • Engineered and controlled the regular/single premium sales and staff recruitment to drive sales volume and revenue; monitored and developed a high-performing team of 10 for sales outcomes. • Accomplished all sales targets despite poor recruitment and consumer confidence during the financial crisis by relying on the company’s strong branding during road shows to garner sales and leads. • Garnered impressive amounts of sales leads through innovative campaigns for credit cards and referrals. • Employed the new company recruitment initiative to recruit six new advisors in two months. • Endorsed a Financial Planner by promoting them to the position of Associate Manager. • Launched the development and endorsement of a Financial Planner to assure that they receive the High Achiever Award in Company Awards Night 2010. • Coached and developed two Financial Planners to help them acquire the High Achiever Awards in Company Awards Night 2010. Show less
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Manulife
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Canada
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Insurance
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700 & Above Employee
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Unit Manager
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Nov 2006 - Aug 2008
• Delivered exceptional results by utilizing an extensive experience with fast-paced sales environments to transfer essential mindsets and knowledge to Financial Planners that allowed them to quickly adapt to common mistakes and adopt essential selling skills, producing outstanding results in the agency. • Attained Gold Award for Unit Manager Division as a result of exceptional sales results. • Received a promotion from Financial Planner to Associate Manager within three… Show more • Delivered exceptional results by utilizing an extensive experience with fast-paced sales environments to transfer essential mindsets and knowledge to Financial Planners that allowed them to quickly adapt to common mistakes and adopt essential selling skills, producing outstanding results in the agency. • Attained Gold Award for Unit Manager Division as a result of exceptional sales results. • Received a promotion from Financial Planner to Associate Manager within three months. • Brought on excellent results due to extensive efforts that led to a promotion from Associate Manager to Unit Manager within five months (mid-2008). • Mentored and developed a Financial Planner to help them achieve the prestigious Million Dollar Round Table (MDRT) award which earned more than 100,000 commission excluding bonus. • Fostered development of and promoted one Financial Planner to Associate Manager within a year of joining (Nov 2007). Show less • Delivered exceptional results by utilizing an extensive experience with fast-paced sales environments to transfer essential mindsets and knowledge to Financial Planners that allowed them to quickly adapt to common mistakes and adopt essential selling skills, producing outstanding results in the agency. • Attained Gold Award for Unit Manager Division as a result of exceptional sales results. • Received a promotion from Financial Planner to Associate Manager within three… Show more • Delivered exceptional results by utilizing an extensive experience with fast-paced sales environments to transfer essential mindsets and knowledge to Financial Planners that allowed them to quickly adapt to common mistakes and adopt essential selling skills, producing outstanding results in the agency. • Attained Gold Award for Unit Manager Division as a result of exceptional sales results. • Received a promotion from Financial Planner to Associate Manager within three months. • Brought on excellent results due to extensive efforts that led to a promotion from Associate Manager to Unit Manager within five months (mid-2008). • Mentored and developed a Financial Planner to help them achieve the prestigious Million Dollar Round Table (MDRT) award which earned more than 100,000 commission excluding bonus. • Fostered development of and promoted one Financial Planner to Associate Manager within a year of joining (Nov 2007). Show less
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Personal Banker
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Jul 2005 - Oct 2006
• Engaged in proactive tagging of all walk-in customers in the day and teleconsulted in the night; achieved high quotas of 4 types of products namely Housing Loans, Unit Trusts, Structured Deposits and Insurance in the earlier part, which was later on revised to Investments and Insurance (revenue based). • Completed and maintained an achievement of 100% of the target goal for both investment and insurance targets (Aug 2005 – Sep 2006). • Surpassed insurance targets by 194%, totaling… Show more • Engaged in proactive tagging of all walk-in customers in the day and teleconsulted in the night; achieved high quotas of 4 types of products namely Housing Loans, Unit Trusts, Structured Deposits and Insurance in the earlier part, which was later on revised to Investments and Insurance (revenue based). • Completed and maintained an achievement of 100% of the target goal for both investment and insurance targets (Aug 2005 – Sep 2006). • Surpassed insurance targets by 194%, totaling return of 294% of year-to-date performance. • Awarded the rank of Top Personal Banker in “Manulife Top Premium” challenge during incentive month. • Earned the position as the Top Personal Banker in “Manulife Top Case Count” challenge during incentive month. • Demonstrated sales excellence by earning the “Shining Star award” twice, as nominated by mystery shoppers visiting the bank to test bankers on attitude, dressing, behavior, ethical behavior in selling financial products. Show less • Engaged in proactive tagging of all walk-in customers in the day and teleconsulted in the night; achieved high quotas of 4 types of products namely Housing Loans, Unit Trusts, Structured Deposits and Insurance in the earlier part, which was later on revised to Investments and Insurance (revenue based). • Completed and maintained an achievement of 100% of the target goal for both investment and insurance targets (Aug 2005 – Sep 2006). • Surpassed insurance targets by 194%, totaling… Show more • Engaged in proactive tagging of all walk-in customers in the day and teleconsulted in the night; achieved high quotas of 4 types of products namely Housing Loans, Unit Trusts, Structured Deposits and Insurance in the earlier part, which was later on revised to Investments and Insurance (revenue based). • Completed and maintained an achievement of 100% of the target goal for both investment and insurance targets (Aug 2005 – Sep 2006). • Surpassed insurance targets by 194%, totaling return of 294% of year-to-date performance. • Awarded the rank of Top Personal Banker in “Manulife Top Premium” challenge during incentive month. • Earned the position as the Top Personal Banker in “Manulife Top Case Count” challenge during incentive month. • Demonstrated sales excellence by earning the “Shining Star award” twice, as nominated by mystery shoppers visiting the bank to test bankers on attitude, dressing, behavior, ethical behavior in selling financial products. Show less
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