Tim Choi Wing Lun
Insurance And Training Specialist
Hong Kong
Summary
With over 13 years' experience in insurance industry in sales field with 3 years as unit manager, 6 years on training field for agency and bancassurance. Outgoing and result-oriented, I am proficient at building and maintaining good relationships with clients, and ensure to delivery of excellent customer experience. Experience in organize and co-ordinate training program, much experience in video editing, Articulate. Have HKSI (1,7,8), IIQE (1,2,3,4,5) licenses, LOMA FLMI, AIRC and ACS. With outgoing mind, result-oriented and attention to detail.
Overview
16
16
years of professional experience
10
10
years of post-secondary education
7
7
Certifications
Work History
Assistant Training Manager (Alternative Channel)
China Life Insurance (Overseas) Company Limited
2023.03 - Current
- Responsible for design, delivery, implementation and maintenance of training programs/activities for the alternative channels (Bancassurance, Brokerage and Producing agent)
- Plan to meet with the identified training and business needs supporting the bancassurance channel
- Liaise with external parties to arrange existing and/or develop new training programs and/or activities to meet business strategy and market situation
- Develop training tools/ e-learning with different format such as video editing, interactive e-learning production
- Maintain training records and prepare various kinds of training report
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Liaise with other internal departments and external parties on training arrangement – development, logistic and coordination with alignment to the marketing and sales initiatives of bancassurance team
- Supervise subordinates on the training development and provide suitable advice
Assistant Training Manager
BOC Group life Assurance Company Limited
2018.11 - 2020.10
- Support achievement of partnership distribution business strategies through developing and implementing effective training program
- Provide and deliver training materials to meet specific needs,including product, customer and any specific requests from partners
- Ensure compliance with all regulatory requirements and adherence to best practices in sales activities through provision of quality assurance
- Manage training team to ensure quality delivery
- Support and drive distribution & service initiatives in order to deliver insurance results
- Liaise with key stakeholders like retail sales, commercial banking sales and private banking sales
- Assist distribution channel to achieve 2019 Q3 sales volume become market no.1
Senior Officer
MassMutual Asia Limited
2018.05 - 2018.11
- Identify customer's needs in order to offer different solutions (cross-selling products)
- Collaborate with all product stakeholders for follow up
- Participate in project researches and assist in business planning
- Prepare and assist in organizing events, support and coordinate with team members
- Manage sales staff to enhance productivity and capabilities, such as devising strategies for driving sales growth across the business and guiding colleagues to cross-sell products and deal with product-related matter
- Identify potential colleagues through coaching and arrange appropriate training
Senior Training Associate
AIA International Limited
2016.02 - 2017.04
- Execute and deliver quality and effective training to different target participants, usually facing 100+ audiences at the same time
- Develop and maintain programs by specifying training objectives, content, activities and methods in program design/plan to meet with identified training needs, such as e-learning, product training
- Identify the extent of program's impact on participants and maintain follow-up on their applications after program
- Participate in development of long-term plans, training structure, organization, policies, programs, services and practices to accomplish training mission
- Conduct data mining on information/data/resources relating to section's training activities, and report findings in regular reports
- Prepare regular reports on training activities to guideline given
- Participate in new business initiatives / project arising from department's strategic
Customer Care Specialist
Direct Asia Insurance Hong Kong Limited
2015.10 - 2016.02
- To serve walk-in& phone in customers and develop new/ existing customers to generate General Insurance business
- Manage sales service performance on day-to-day quotation enquires
- Recommend products and services to customers
- Solve client complaints and provide resolution
- Assist client to complete claims procedure
- Awards: most productive customer care specialist of Jan 2016
Unit Manager
Manulife International Limited
2011.05 - 2015.03
- Serve clients and offer financial planning
- Understand the financial market
- Maintain good relationship with clients
- Expand client base through prospecting and increase existing clients' portfolio
- Regularly follow up and review with clients
- Team Management, giving training, advice and instruction to subordinate
Financial Planner
AIA International Limited
2009.03 - 2010.12
- Serve clients and offer financial planning
- Understand the financial market
- Maintain good relationship with clients
- Expand client base through prospecting and increase existing clients' portfolio
Concierge Assistant
Holiday Inn Express Causeway
2008.08 - 2009.02
- Make dining and other reservations for patrons, and obtain tickets for events
- Provide information about local features such as shopping, dining, nightlife, and recreational destination
- Make travel arrangements for sightseeing and other tours - Receive, store, and deliver luggage and mail
- Perform office duties on a temporary basis when needed
- Pick up and deliver items, or run errands for guests
Education
Bachelor of Arts - Business Administration (Honours) in Finance
City University of Hong Kong
Hong Kong 2006.09 - 2009.07
F.1-F.7
Confucian Ho Kwok Pui Chun College
Hong Kong 1999.09 - 2006.07
Skills
Problem Solving
Time Management
Interpersonal Communication
Training and Development
Teamwork
Project Management
MS Office
Languages
English
Chinese (Cantonese & Mandarin)
Certification
HKMA - Outstanding New Trainer Award
Software
Adobe Premiere Pro
Adobe Photoshop
Microsoft Office Suite
Articulate 360
Ispring suite
Timeline
Assistant Training Manager (Alternative Channel)
China Life Insurance (Overseas) Company Limited
2023.03 - Current
HKMA - Outstanding New Trainer Award
2020-05
LOMA FLMI
2019-08
LOMA Certificate in Regulatory Compliance Essentials
2019-05
LOMA AIRC
2019-05
LOMA ACS
2019-04
Assistant Training Manager
BOC Group life Assurance Company Limited
2018.11 - 2020.10
Senior Officer
MassMutual Asia Limited
2018.05 - 2018.11
Hong Kong Securities and Investment Institute - HKSI Institute Practising Certificate (Securities) (Pass in Paper 1,7,8)
2017-12
Insurance Intermediaries Qualifying Examination - Pass in Paper I, II, III, IV, V
2017-04
Senior Training Associate
AIA International Limited
2016.02 - 2017.04
Customer Care Specialist
Direct Asia Insurance Hong Kong Limited
2015.10 - 2016.02
Unit Manager
Manulife International Limited
2011.05 - 2015.03
Financial Planner
AIA International Limited
2009.03 - 2010.12
Concierge Assistant
Holiday Inn Express Causeway
2008.08 - 2009.02
Bachelor of Arts - Business Administration (Honours) in Finance
City University of Hong Kong
2006.09 - 2009.07
F.1-F.7
Confucian Ho Kwok Pui Chun College
1999.09 - 2006.07
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