Experience

ASSICURAZIONI GENERALI SPA

• 1 - 100 Employee

• Head of Client & Distribution Hong Kong

  • Mar 2018 - Present

  Hong Kong



Generali China Insurance

• Head of Business Channel Relationship, China

  • Mar 2017 - Mar 2018

  Shanghai * Manage and monitor the sales and distribution performance of all Generali China entities, report to CEO of Generali China and Head of Business Channel Relationship, Generali Asia. * Work with CEO to develop China business strategies for three years and ensure the execution of the strategies in nationwide by collaborating with the local management teams of Generali entities in China. * Identify key brokers, develop and implement business plan by leveraging and… Show more * Manage and monitor the sales and distribution performance of all Generali China entities, report to CEO of Generali China and Head of Business Channel Relationship, Generali Asia. * Work with CEO to develop China business strategies for three years and ensure the execution of the strategies in nationwide by collaborating with the local management teams of Generali entities in China. * Identify key brokers, develop and implement business plan by leveraging and deploying broker agreements; * Maintain regular contacts and effective business relationships with the management team in the clients, prospects, brokers and consultants organizations; * Manage, on behalf of Generali China, the relationships with key brokers at nationwide level to address and solve the main issues; * Help to maximize the visibility of Generali in the local market and participate to main broker and customer events; *Capture, structure and follow up customer and broker needs/feed-backs at nationwide level in order to improve Generali China service levels. ＊Developing sales skills and driving talent management across China entities Show less



Allianz

• Germany
• Financial Services
• 700 & Above Employee

• Head of Underwriting, Commercial Line China, & Deputy General Manager Shanghai Branch

  • Mar 2015 - Mar 2017

  Shanghai, China In charge of Commercial Line, Allianz China Region. In charge of Underwriting, Business Development, Claims of Allianz China Shanghai Branch.

• Head of Underwriting, Shanghai Branch & Head of Marine, China

  • Apr 2012 - Mar 2015

  Shanghai In charge of Marine, Allianz China Region, and whole underwriting division, Allianz Shanghai Branch.



Munich Re

• Deputy Marine Manager Greater China

  • Nov 2011 - Apr 2012



Chubb Insurance (China) Co., Ltd.

• Director-Marine Underwriting

  • Aug 2007 - Oct 2011

  1. In charge of administration of Marine Dept, reporting to Asia Pacific Marine Underwriting Manager of Chubb, Chief Operation Officer of Chubb China. 2. Be responsible for whole marine portfolio of Chubb China. 3. Be responsible for routine marine insurance underwriting for business from internal Direct Sales Team and from external broker/agency channels. 4. Set up marine business strategies and initiatives. 5. Be responsible for marine business… Show more 1. In charge of administration of Marine Dept, reporting to Asia Pacific Marine Underwriting Manager of Chubb, Chief Operation Officer of Chubb China. 2. Be responsible for whole marine portfolio of Chubb China. 3. Be responsible for routine marine insurance underwriting for business from internal Direct Sales Team and from external broker/agency channels. 4. Set up marine business strategies and initiatives. 5. Be responsible for marine business development of broker/agency channels, direct business from local and international brokers/agencies, R/I Fac. In business from local and international brokers. 6. Be responsible for new marine product launching and market promotion-Transportation Specialist Legal Liability (TSLL), a new freight forwarder’s Liability policy being introduced into China market. 7. Management of key relationships and business opportunities in the market. 8. Staff development, coaching and mentoring. 9. Expense control with respect to commission costs, promotional, entertainment, travels, specific training needs. 10. Establish and adhere to service standards. 11. Working on Chubb Jiangsu Branch marine strategy plan, Jiangsu Branch set up. 12. Work with DST manager to set up New DST sales model. 13. Be responsible for Marine Cargo Pre-Underwritten template in Chubb. 14. As the coordinator of Chubb New Marine System- OPERA/CCS in China. 15. Be responsible for Chubb Marine Hull strategy set up in China market. Product will be launched at the beginning of 2011. Show less



Winterthur Insurance (Asia) Ltd. Shanghai Branch

• Senior Assistant Manager, Underwriting Dept.

  • Jun 2002 - Aug 2007

  1. In charge of administration of Underwriting Dept, reporting to Underwriting Manager, General Manager of Winterthur Shanghai, CEO of Winterthur Asia. 2. Be responsible for routine marine insurance underwriting. 3. Assist the Underwriting Manager to be in charge of daily underwriting management/control of Property/Casualty/ Engineering. 4. Handling Marine Reinsurance business from Taiwan, Hong Kong, Thailand, Philippines, and other Southeast Asia… Show more 1. In charge of administration of Underwriting Dept, reporting to Underwriting Manager, General Manager of Winterthur Shanghai, CEO of Winterthur Asia. 2. Be responsible for routine marine insurance underwriting. 3. Assist the Underwriting Manager to be in charge of daily underwriting management/control of Property/Casualty/ Engineering. 4. Handling Marine Reinsurance business from Taiwan, Hong Kong, Thailand, Philippines, and other Southeast Asia Market. 5. Handling business from multi-national brokers(Houlder Fareast, AON Hong Kong, Willis Hong Kong, Marsh Inc. etc.) 6. Handling fronting business from other overseas insurance companies, such as Basler Germany, AXA Germany, etc. Providing marine insurance training to agents and internal staff. 7. Involving in market promotion of major accounts(like Ericsson, Tyco, IKEA, BASF, Exel Logistic Group, etc.) 8. Coordinating with Claim adjuster for marine claim handling, participating in major claim settling. 9. Coordinating with Headquarter to develop Forwarder’s/ Carrier’s Liability in Shanghai. 10. Have established an efficient network of Marine Insurance expertise in Southeast Asia & other areas. Show less