Silvia Chan So Wa
Hong Kong
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
8
8
years of professional experience
Work History
Senior Account Executive
Abacare Hong Kong Limited
06.2021 - Current
- Reviewed insurance inquiries, working effectively to accommodate various requests to build firm's reputation as an insurance broker.
- Promoted client retention through high-quality service and reached out to accounts to measure client satisfaction and increase revenue.
- Managed and mentored team of account executives and supervised team of account executives across varying types of accounts.
- Coordinated with sales managers to optimize relationships and protect client's interests, such as preparing proposals, product knowledge support
- Serviced existing insurance clients by soliciting additional policy renewals.
Account Executive
Abacare Hong Kong Limited
11.2020 - 05.2021
- Cultivated and developed customer relationships to enable sustained revenue growth.
- Used consultative sales strategies to effectively overcome client objections and maximize sales activity.
- Prepared sales presentations or proposals to explain product specifications or applications.
- Cross-sold additional products and services to increase profitability within accounts.
- Communicated with clients via email, phone, online presentations, screen-share and in-person meetings.
- Maintained updated knowledge of changing industry, standards and trends related to accounts.
Business Development Executive
Abacare Hong Kong Limited
11.2019 - 11.2020
- Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
- Increased sales through consultative sales approach and focused relationship building with both individual and corporate clients.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Pursued continued professional development through insurance workshops, course and webinars.
Administration Officer
Abacare Hong Kong Limited
07.2019 - 11.2019
- Answered and directed incoming calls using multi-line telephone system.
- Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
- Oversaw office inventory by restocking supplies and submitting purchase orders.
- Sorted incoming mail and directed to correct personnel each day.
Administration Officer
Fuda Capital Limited
06.2017 - 05.2019
- Coordinated financial transactions and operational processes with zero issues for petty cash, reimbursement, purchase order, attendance and car roster tracking protocol.
- Monitored financial bookkeeping for accuracy, compliance and signs of fraud.
- Aided HR leadership by assisting with new staff orientation and equipment allocation.
- Sustained operational efficiencies by coordinating board meetings, travel itineraries and agenda plans.
- Set appointments and managed meeting schedule.
Education
Form 6 Graduate -
St. Francis' Canossian College
2014
Skills
- Expert in customer relations
- Service-oriented mindset
- Cross-selling and upselling
- Policy adjustment knowledge
- Conflict resolution
Licenses & Certifications
Qualified in IIQE Paper I, II, III & MPFE
Lanuguage
Cantonese --- native
English --- fluent
Mandarin --- fluent
Availability
One Month Notice
Expected salary
HK$25,000
Timeline
Senior Account Executive
Abacare Hong Kong Limited
06.2021 - Current
Account Executive
Abacare Hong Kong Limited
11.2020 - 05.2021
Business Development Executive
Abacare Hong Kong Limited
11.2019 - 11.2020
Administration Officer
Abacare Hong Kong Limited
07.2019 - 11.2019
Administration Officer
Fuda Capital Limited
06.2017 - 05.2019
Form 6 Graduate -
St. Francis' Canossian College
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