Cheuk Ki Lee
Hong Kong
Summary
Dynamic insurance agent with a proven track record at AIA International Limited, excelling in client relations and customer service. Leveraged strong negotiation skills to exceed sales targets and fostered trust through personalized insurance solutions. Adept at analyzing client needs, resulting in increased satisfaction and a growing client base.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
AIA International Limited
02.2016 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Medical Sales Representative
GlaxoSmithKline Pharmaceuticals
09.2015 - 02.2016
- Increased sales revenue by consistently meeting and exceeding sales targets through strong relationship building and product knowledge.
- Developed key relationships with medical professionals, leading to consistent referrals and increased customer base.
- Boosted sales performance through effective negotiation skills, customizing pricing plans according to client budgets while maintaining profitability.
- Consistently surpassed quarterly quotas by identifying key decision-makers within target organizations and tailoring sales pitches accordingly.
- Expanded market share by proactively prospecting new clients through targeted cold calls, emails, and in-person meetings.
Education
Bachelor of Science - Biology
The Hong Kong University of Science And Technology
Hong Kong06-2015
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client needs analysis
- Client relations
Certification
Million Dollar Round Table(MDRT) 2017-2025
Languages
English
Professional Working
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Full Professional
Timeline
Insurance Agent
AIA International Limited
02.2016 - Current
Medical Sales Representative
GlaxoSmithKline Pharmaceuticals
09.2015 - 02.2016
Bachelor of Science - Biology
The Hong Kong University of Science And Technology
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