Yan Yan, Janet Ho

Work History

Bupa Asia Limited

04.2019 - Current

To lead team to retain renewal corporate clients through agents, brokers and direct channel.
To provide coaching & training to team members.
To maintain and develop good relationship with external business partners and direct clients.
To work with different stakeholders including Customer Service, Policy Administration, Claims, Finance, Actuarial, Transformation, Risk & Compliance etc.
To achieve short and long term business targets.
To prepare proposal, presentation and training materials.
To conduct briefing sessions to corporate clients.
To be responsible in projects assigned by senior management.
To evaluate employees' strengths and assigned tasks based upon experience and training.
To accomplish multiple tasks within established timeframes.
To deliver feedback to decision-makers regarding employee performance and training needs.
To develop and maintain relationships with customers and suppliers through account development.
To adjust job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
Onboarded new employees with training and new hire documentation.

Bupa Asia Limited

07.2014 - 03.2019

To secure high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
To retain and penetrate renewal business by quality customer servicing.
To achieve sales target on new business development.
To deliver engaging and polished presentations to highlight products and draw favorable competitor comparisons.
To provide sales support and training to intermediaries including brokers & agents to achieve sales targets including individual and corporate business.
To assist intermediaries in managing, retaining and building up existing and new brokers accounts.
To maintain and develop good relationship with external business partners.
To work with different stakeholders including Customer Service, Policy Administration, Claims, Finance, Actuarial, Transformation, Risk & Compliance etc.
To achieve short and long term business targets.
To prepare proposal, presentation and training materials.
To conduct briefing sessions to corporate clients.
To be responsible in projects assigned by manager.

Liberty International Insurance Limited

11.2011 - 06.2014

To achieve sales target on new business by strengthening promotional strategies to drive customer engagement and boost sales.
To retain & penetrate renewal corporate portfolio by developing loyal and highly satisfied customer base through proactive management of team customer service strategies.
To provide sales support and training to intermediaries including brokers & agents and manage them to achieve sales targets.
To assist intermediaries in managing, retaining and building up existing and new brokers accounts.
To prepare proposal, presentation and training materials.
To work with teams in product development process.
To be responsible in projects assigned by supervisor & senior management.

Aon Hong Kong Limited, Aon Hewitt

04.2011 - 10.2011

To secure high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
To assist supervisor in handling huge size corporate client.
To serve and penetrate an existing portfolio of corporate clients.
To maintain good relationship with clients.
To answer enquiries from clients.
To develop new business opportunities.
To provide training sessions to colleagues.
To lead project in handling technical analysis on designated products in the market of Employee Benefits.

Aon Hong Kong Limited, Aon Hewitt

04.2006 - 03.2011

To serve and penetrate an existing portfolio of corporate clients.
To maintain good relationship with clients.
To answer enquiries from clients.
To develop new business opportunities.
To provide training sessions to colleagues.
To lead project in handling technical analysis on designated products in the market of Employee Benefits.
To work diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.

Aon Hong Kong Limited, Aon Hewitt

08.2004 - 03.2006

To assist Account Managers to serve and penetrate an existing portfolio of corporate clients.
To handle small size corporate clients.
To answer enquiries from clients.
To provide administrative support including renewal reports, claims reports, policy maintenance and issuance of invoices.
To build and strengthen relationships with new and existing accounts to drive revenue growth.