About

  • Are you open to working remotely? Yes
  • Please Enter All Locations You Are Open to Work (each line will be each city, country location)
    Australia
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About me

Education

Experience

  • 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 updates

    Governance:
    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 classification

    System 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/bundling

    BAU/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

Skills