Sherry Tang
Senior Account Manager at Aon-COFCO Insurance Brokers Co., Ltd.- Claim this Profile
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English Full professional proficiency
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Chinese Native or bilingual proficiency
Topline Score
Bio
Credentials
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Cambridge Business English Certificate Hogher
University of Cambridge
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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Senior Account Manager
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Nov 2020 - Present
New Business Development: - Maintain strategic relationship with key channels - Handle new inquiries from clients Key Accounts Management by Cross-Department collaboration: - Propose total solutions for key accounts/industry leaders - Clients meeting & risk evaluation - Market placement, insurance execution and consultation for insurance operation process improvement Existing Portfolio Management: - Handle renewal accounts - Ensure quality of deliverables and enforce critical deadlines - New business development with other department - Billing and aging management Provide guidance and on-job training to junior staff Perform other duties assigned by Branch Manager: - Market research, business analysis, presentation/proposal preparation - Marketing budget & event coordination Show less
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Allianz Global Corporate & Specialty (AGCS)
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Germany
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Insurance
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700 & Above Employee
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Account Technician II
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Jan 2019 - Feb 2020
My current role focuses on handling International Insurance Programs of medium to high complexity on which has familiarized me with International Insurance Programs Implementation, from submissions through to billings and collections. • Assisted underwriters with pre-binding work • Steer Multinational Programs globally • Policy document coordination: e.g. issuance of local policies, invoices, certificates, endorsements to the broker /client/ co-insurers in a timely and accurate manner. • Worked closely with Accounting, Underwriting, Claims, Credit Control to follow up on outstanding receivables. Show less
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Munich Re
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Germany
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Insurance
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700 & Above Employee
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Underwriting Assistant
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Jul 2018 - Dec 2018
My current role focuses on assisting Facultative Underwriters with new business and renewals on an ongoing basis, which has familiarized me with general underwriting process, traditional engineering & liability business and collaborating with a team to manage a book to achieve top & bottom line targets: - Daily facultative closings review and verification: Communication with cedants, pre-renewal business management & reminder. - Portfolio analysis: Draw reports based on analyzing facility business status such as premium, loss ratio and Natcat information for business review & indication. - Documentation: Submission data registration and reports generation, updates and maintenance. - Serve as a resource to other functional areas: Working closely with accounting team to handle all VAT related issue. Business materials translation and documentation. Show less
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Allianz
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Germany
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Financial Services
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700 & Above Employee
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Account Technician
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Aug 2015 - May 2018
Supported implementation & daily supervision of the Offshoring Project by coordinating with IT and Singapore office via process improvement, system enhancement. Regular project updates to regional & global project team. Assisted team leader in collecting, analyzing data for weekly performance reports to management team. Handled local policies of over 200 International Insurance Programs by collaborating with external clients/brokers, other departments and head office to follow up with daily insurance requests and outstanding receivables, including overseas business meetings, presentations with clients & brokers. Received two-months training in Allianz Global Corporate & Specialty SE Singapore Branch. Show less
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Shenzhen Rural Commercial Bank
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Shenzhen, Guangdong, China
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Retail Business Intern
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May 2015 - Aug 2015
Promoted small corporate loans to customers based on financial information provided; Assisted Account Manager in credit assessment, field survey, loan administration. Promoted small corporate loans to customers based on financial information provided; Assisted Account Manager in credit assessment, field survey, loan administration.
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China Construction Bank
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Banking
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700 & Above Employee
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Intern
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Jan 2014 - Feb 2014
Assisted the lobby manager in collecting customer information, requirements and reporting Handled lobby paperwork, interacted with counter to solve disputes Assisted the lobby manager in collecting customer information, requirements and reporting Handled lobby paperwork, interacted with counter to solve disputes
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Education
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2011 - 2015
Hunan University
Bachelor's degree, International Economics and Trade
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