Experience

Noah Holdings

• China
• Financial Services
• 1 - 100 Employee

• Operations Officer

  • Apr 2019 - Present

  Insurance Department Insurance Department



Grandnorm International Wealth Management Limited

• Senior Policy Administration Officer

  • Jun 2016 - Apr 2019

  ♦ Lead and manage the daily operation of the policy administration function♦ Supervise subordinates on their daily processing work♦ Conduct quality checking on daily outputs to ensures all application are assessed and evaluated against the terms of policy♦ Ensure compliance with all guidelines, operational standards and procedures♦ Review operation guidelines and manual for various policy administration tasks♦ Review and take initiative to improve the policy administration procedures♦ Maintain high quality service standard throughout the sales and after sales cycle to foster long lasting client relationships Show less

• Policy Administration Office

  • Jun 2014 - Jun 2016

  ♦ Liaise with life insurance team as a gate keeper on verification of application♦ Collect information and documents from clients to ensure completeness and accuracy on application♦ Processing of policy issuance and facilitating clients in the application♦ Verification and follow up on clients’ payment status♦ Follow up and processing of underwriting requirement of new policy♦ Involving in the after sales services including the arranging of policy delivery to policyholders, handling and following up on claim applications and alternation to policy services and answering of any other queries from policyholders♦ Provide clerical supports to the team including the preparation of sales reports, policy operation reports, underwriting status reports, policy expiry reports and other support duties Show less



Lavilla Restaurant

• United States
• Financial Services
• 1 - 100 Employee

• Restaurant Captain

  • Jan 2011 - Jun 2014

  ♦ Recording weekly meeting minutes. ♦ Responsible for the table decoration. ♦ Describing menu items/ daily specials in detail and provide recommendations; accurately relay the various ingredients and cooking methods employed. ♦ Providing training for trainees ♦ Leading waiter/waitress, ensuring optimised and timely services. ♦ Recording weekly meeting minutes. ♦ Responsible for the table decoration. ♦ Describing menu items/ daily specials in detail and provide recommendations; accurately relay the various ingredients and cooking methods employed. ♦ Providing training for trainees ♦ Leading waiter/waitress, ensuring optimised and timely services.



Lavilla Restaurant 38

• Causeway Bay

• Restaurant Waitress

  • Jul 2009 - Dec 2010

  ♦ Providing superior guest service and friendliness to customer. ♦ Promptly greeted guests and took orders. ♦ Preparing tables for meals ♦ Careful, clean, and safe when handling food. ♦ Providing superior guest service and friendliness to customer. ♦ Promptly greeted guests and took orders. ♦ Preparing tables for meals ♦ Careful, clean, and safe when handling food.