Siok Fong Tan
Senior Policy Administration Manager at International Planning Group- Claim this Profile
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Topline Score
Bio
Credentials
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M5
Singapore College of Insurance Ltd -
M9
Singapore College of Insurance Ltd -
M9A
Singapore College of Insurance Ltd
Experience
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International Planning Group
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United States
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Insurance
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1 - 100 Employee
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Senior Policy Administration Manager
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Jan 2020 - Present
- Handling of all policy servicing administration requests including change of policy ownership, update of policy information from private banking partners, policy owners and insurers- Attending to email requests from internal and external parties relating to post service matters.- Act as a liaison between trustees, bank and insurers on offshore structure holding HNW insurance policies- Collaboration with internal and external parties to ensure submission adhere to company and regulatory guidelines.- Preparation of client’s annual review packs for sales consultants.- Prepare, create and populate various excel spreadsheets on client or policy information.- Handle confidential client information and regular data entry. Show less
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New Business Manager
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Apr 2007 - Dec 2019
- Support and coordinate new business insurance applications to obtain appropriate documentation for submission to service providers with accuracy and efficiency- Prepare insurance benefit illustrations, pricing comparisons and carrier/product analysis and proposals - Liaising with external parties on obtaining information and documentation for submission of application to insurance carriers- Following up with insurance carriers on underwriting status and provision of the insurance offer updates- Organize and maintain client files and case status updates in company’s electronic sales database Show less
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Insights by Kantar
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United Kingdom
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Market Research
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700 & Above Employee
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Project Management Executive
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Aug 2006 - Feb 2007
• Preparation of study set-up materials • Scheduling projects - planning what happens when, negotiating where necessary. • Conduct briefings to fieldwork suppliers on study specifications • Ensure questionnaire logic and feasibility • Liaising with Client Service, Data Collection and Data Processing on ‘Feasibility’ of questionnaire • Monitoring job progress and providing feedback • Ensuring deadlines are met and taking corrective action where necessary. • Ensuring work meets quality standards Show less
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Synovate
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Market Research
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700 & Above Employee
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Senior Field Executive
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Apr 2002 - Apr 2006
• Plan and coordinate market research fieldwork activities for quantitative and qualitative surveys and projects • Manage the timeline and quality of projects • Supervision and managing of field interviewers • Control and monitor the data collection of projects assigned • Responsible for ensuring quality data collection • Work closely with research teams, utilize relationships with field interviewers to ensure project deadlines are met • Plan and coordinate market research fieldwork activities for quantitative and qualitative surveys and projects • Manage the timeline and quality of projects • Supervision and managing of field interviewers • Control and monitor the data collection of projects assigned • Responsible for ensuring quality data collection • Work closely with research teams, utilize relationships with field interviewers to ensure project deadlines are met
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Education
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2000 - 2001
QUT (Queensland University of Technology)
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General -
1996 - 1999
Temasek Polytechnic
Dipl, Tourism and Travel Services Management
Community
