Education
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National University of Singapore
Bachelor of Science (Honours)
Experience
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2022 - Present
HSBC
Life Product Development Specialist
Product Development:
Comparison of premiums/payouts with defined parameters for product enhancement
Coordination of pdt collaterals
Interface with insurance & global functions for pdt implementation
Maintain pdt mkt comparison
LIA certification (w/ enhancement CR)
Product Closures & document preparation for web aggregator updatesGovernance:
Minutes taking for monthly PC meeting
Annual product performance review & alignment with roadmap
Preparation of product inventories for internal & external auditing
Consolidation of product specs for IFRS17 assessment & Group classificationSystem migration:
Product configuration for downstream functional UAT & Data Migration discrepancy verification
Updates for TSA PAS & auxilliary system migration progress of building functionalities w/ BAs, PMO, IT, POs & system architects
Product walkthrough for PAS migration & answering questions frm ops stakeholders/BAs for out-of-box
Product/Data requirements gathering for PAS migration & functional setup (AGILE mode of project mgmt) & rectifying discrepancies
Ensuring correct type & format of internal, customer-facing & contractual docs used for gap analysis & documentation of BRS & Day 2 items for data migration
Keeps track of TSA exit activities\’ product roadmap, bank channels & cross-dependency systems (eg Point of Sales) impact
UAT for static/dynamic document storage/bundlingBAU/Adhoc:
Update internal distributor circulars to channels for go-live launch communication purposes (incl. pipeline/inflight handling) from pdt/OSS/CM/DSE & TPP providers
Handling product queries & clarifications frm fin compliance/dist & maintenance of existing & discontinued product matrices (incl. protection & par pdts)
Vetting & UAT and Salesforce uploads of pdt brochures & placemats for rebranding -
2022 - 2022
FWD Insurance
Digital Sales (Channel Delivery) & Marketing Assistant
Interim assistant in Compliance for 2 months: customer/vendor onboarding, MAS circular filing, STR report filing
Digital sales operations for marketing campaigns (BAU):
Qualitative and quantitative life insurance product comparisons with numerical support and graphical visualisation, for purposes like portfolio mixes and blog articles
Customer Relationship Management (CRM) for e-voucher validity, friend referrals & promo code escalation cases, product prospects (outbound calls) and marketing EDM consent verification using collaborative tools
Responses to queries from customer sales and service teams to ensure smooth fulfilment of vouchers or reactivation of discount codes for online and special promotions (inbound calls & emails), marketing campaigns, website contents etc.
Daily & Weekly sales updates, Campaign, SQ DO conversion & UTM traffic tracking, and concise reporting of new business monthly sales & marketing spends
Creation, extension and renewal of regular and ad-hoc promotion codes, banners and T&Cs for flash sales, OTO and affinity partnerships
Editing of mastheads and images using WordPress CMS and of promo codes according to quotas and rules
Generation of policy leads, digital product-level & channel-wise sales and tactical campaign performance reports
UAT on website changes (UI, content, CTA buttons, documents, information), CRM, customer purchase journeys and payment modes for products, and checking for defects if any
Live functionality testing on website for product icons, promo codes, customer purchase journeys and pop-ups, and raise incident tickets when needed using agile ticketing tools
Collection, Handling, Sorting and Dispersal of promotion prizes -
2021 - 2021
FWD Insurance
Group Digital Partnerships Trainee
Market insights of traditional and digital life insurance customer sales journeys
Monthly and Quarterly consolidation of sales metrics and charts for affinity partnerships
Did one monthly reporting of the e-commerce new business figures across DTC, partnerships and OTO
Administrative notes-taking of regular and ad-hoc partnership meetings with various Asian markets
Brief product template of internal and external pitching decks to potential and existing digitally able partners
Compiled a product proposal pitching masterfile to showcase different types of partnerships -
2020 - 2020
FWD Insurance
GI Product Proposition Intern
Market research and competitors comparison of unique selling points for general insurance products (including mobile phone plans)
Analysed policy wordings for claims case studies and travel ecosystem journey
Consolidated some training slides for contact centre and proposed bundled products for underwriting (including electronic appliances) -
2017 - 2017
Consulting Group - Asia Insight Pte. Ltd.
Part-time Surveyor
Did door-to-door surveys regarding music preferences
Approached passers-by to complete street surveys about books and archives -
2015 - 2017
SAF
Security Administrative Assistant
Ensured camp security via safe and careful personnel and vehicular access control
Managed incident reporting cases and routine line checks in the duty room
In charge of the daily administrative and operational matters of national servicemen, using Excel tools and HR software, as well as ensuring soldier engagement in yearly army completion fulfillments
Facilitated in the areas of registry, personnel, leaves, claims, offboarding, recourse, medical, fitness and combat requirements (by providing advice to servicemen and conveying rules from army directives)
Took the lead in setting up the hub for smooth running of monthly IPPT sessions
Emcee for milestone parades and plaque presentations every quarter, as well as ensuring the logistics are set up properly