Simeon Chan
Senior Manager at Financial Industry Disputes Resolution Centre Ltd- Claim this Profile
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Credentials
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CMFAS M1A, M5, M9, M9A, HI, CGI
Singapore College of Insurance Ltd
Experience
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Financial Industry Disputes Resolution Centre Ltd
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Singapore
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1 - 100 Employee
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Senior Manager
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Jan 2021 - Present
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Self-employed
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Real Estate
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1 - 100 Employee
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Business Consultant
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Jul 2020 - Dec 2020
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Director of Risk & Compliance
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May 2018 - Jun 2020
• Apply for capital markets services (CMS-LFMC) licence with regulator • Develop SOPs and oversight on corporate governance, risk and compliance • Define fair dealing guidelines to safeguard international client interest • Strategic management and business liaison with Chinese shareholders • Apply for capital markets services (CMS-LFMC) licence with regulator • Develop SOPs and oversight on corporate governance, risk and compliance • Define fair dealing guidelines to safeguard international client interest • Strategic management and business liaison with Chinese shareholders
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Insurance MNC
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Indonesia
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Insurance
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1 - 100 Employee
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Life Insurance
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Feb 2008 - May 2018
• Senior Agency Risk & Compliance Officer, Prudential Singapore • Director of Sales, Shenton Wealth Holdings • Assistant Vice President, HSBC Insurance • Senior Manager, Aviva Limited • Business Development Manager, Prudential Singapore Key Achievements Spearhead sales compliance framework and SOP to mitigate sales risk, safeguard company’s resources by recovering $400k from commission. Instrument risk assessment database, saving 10-man hours per week and providing 25% more accuracy for recruitment monitoring and regulatory reporting. Agency channel management and business development strategy to generate 4% to 6% annual premium equivalent (APE) increment. Improved sales quality by 15% via outliers trending and daily dashboard / sales incentive reports. Competency in driving sales and recruitment activities to meet top line growth.
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Healthcare companies
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United States
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Wellness and Fitness Services
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1 - 100 Employee
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Healthcare companies
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Oct 2003 - Aug 2006
• Senior Account Manager, Parkway Shenton and Shenton Insurance • Corporate Services Executive, Raffles Medical Group Key Achievements B2B sales acquisition and account management to promote hospital and healthcare services. Increase customer lifetime value with flexible benefits, group insurance, workplace health programs and HR initiatives through consultative selling. Increase personal sales by 300% over 2 years ($200k in 2005; $600k in 2006). • Senior Account Manager, Parkway Shenton and Shenton Insurance • Corporate Services Executive, Raffles Medical Group Key Achievements B2B sales acquisition and account management to promote hospital and healthcare services. Increase customer lifetime value with flexible benefits, group insurance, workplace health programs and HR initiatives through consultative selling. Increase personal sales by 300% over 2 years ($200k in 2005; $600k in 2006).
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Education
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Murdoch University
Bachelor of Commerce - BCom, Double Major in Management & Marketing