Empowering The Insurance Industry With Strategic Foresight: Business Development Experience, Operational Expertise, Actuarial Expertise, And Deep Industry Insight.
Melbourne
Summary
Experienced and enthusiastic insurance domain consultant with track record of success across the value chain of insurance. Possesses exceptional business development and interpersonal skills for market development. Possesses problem-solving and analytical skills to provide advice and expertise to insurers. Experienced in all aspects of operations, strategy and finance.
Overview
17
17
years of professional experience
Work History
Associate Director - Insurance Advisory Lead
Capgemini Invent
5 2022 - 3 2024
Used industry expertise, client management skills and presentation skills to respond to client RFPs and Point of View requests
Proactive key account management to manage pipeline
Collaboration with internal stakeholders to drive coordinated response for clients
Pricing of consultancy work and negotiation of fees with clients
Active Client Engagement List:
Zurich Life, Project Lead, Re-imagining the Claims Experience
Avant, Project Lead, Medical Indemnity Claims Transformation
Zurich Non-Life, Project Lead, Middle Market Go to Market Strategy
Key Contributor to Thought Leadership:
Future for integrated health insurance and patient journey
Implication of insurance business drivers on cloud migration demand (for Life and Health, and General Insurance)
Management of expense ratio for life and health insurers
Life and Health insurers business considerations for mainframe migration
The role of insurance as a way to engage superannuation members
Managing Consultant
P9 Insurance Digital Engagement & Strategy
05.2017 - 04.2022
Founded own insurance consultancy, completely bootstrap. Performed client research and identified opportunities for account growth, account penetration and market expansion.
Facilitated business by implementing practical networking techniques.
Key Client Projects Developed:
FWD Hong Kong - Designed and led digital underwriting and sales gamification tool, and agency retention digital strategy and tool
Chubb Indonesia - Designed and led digital underwriting and sales gamification tool
BNP Paribas Cardif - Led statistical research for interactive algorithm to model insurance buying propensity
BMW Financial Services - Led statistical research for interactive algorithm for insurance and loan customers' risk profiles
Partner Re Asia - Acting interim COO - Working closely with Regional CEO to build Asia team and business strategy. B2B business development including compilation of sales materials, conducting pitches and follow up discussions. Monitoring of two complex business involving reinsurance funding, and a medical reimbursement business
Insurtech Startup - Interim CEO role with mobility startup; responsible for market expansion and product development of usage and telematics based motor insurance product. Developed risk modelling and insurance product innovation for ride share ecosystem. Partnership development with insurance and reinsurance partners. B2B business development for boutique and large consultancy clients and global financial institutions involving digital lead generation, running outreach campaigns, developing marketing materials and follow up discussions
Awards Achieved:
Winner of the 2017 BNP Paribas Cardif Japan Startup Challenge
Winner of the Regional BNP Paribas Cardif Customer Engagement Award
2020 Hong Kong Living Influencer Award
Speaking Engagement:
Life Insurance Conference, Singapore, "Understanding Your Customers: Using Behavioral Factors for Insurance Buying Propensity"
Vice President, Health Solutions
Swiss Reinsurance
06.2013 - 05.2017
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Delivered strong financial performance despite challenging economic conditions by executing prudent risk management strategies throughout all aspects of business operations.
Established performance goals for department and provided methods for reaching milestones.
Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
Thought Leadership Speaking Engagements
2012 Major Global Life & Health Insurer's Internal Conference
2013 Japan Actuarial Conference "Step Ahead: From Health Products to Health Propositions"
2014 Major Domestic Japanese Insurer's Internal Conference
Regional Business Development Manager, Broker Channel
AXA Asia Limited
09.2010 - 05.2013
Formulate strategic direction and sales plan, performance monitoring and management
Closely monitor key performance indicators for each broker partnerships to ensure continued viability, profitability and protection / promotion of the AXA brand.
Achieved sales growth by creating and implementing effective marketing strategies.
Key Achievements:
2011 Full Year Result: 106% of 2010 FY results
Largest market, Hong Kong achieved 118% of 2010 results
Successful rebuild of broker channel and launch of new product in 2011 in Singapore. Achieved 118% of YTD target as of end of February 2012, and 186% of 2010 February YTD result.
Built first CRM database, for channel, using Access which is now fully implemented and used by Hong Kong
Full build of financial model to assess broker partnership opportunities
Business Development Manager, Greater China
Transamerica Reinsurance
01.2008 - 08.2010
Client management for Hong Kong and PR China
Business development and acquisition
Account financials management
Strategic planning, pricing analysis and market analysis
Led cross-functional teams to successfully execute complex projects, ensuring timely delivery and client satisfaction
Conducted primary and secondary research to better understand customer needs and behaviors
Created and distributed surveys for data collection and analysis
Projects:
Conjoint analysis of customer attitude towards Investment Linked Products and Health products, to support product proposition development for Taiwan life business
Empty Nesters life stage profiling for China market using SPSS
Customer Defection Study, piloted in the Taiwan and Indonesia life businesses
Customer Expansion and Customer Data & Sales Process best practice papers
Market Management Capability Reviews for both life insurance and asset management operations
Customer strategy modelling for India life and mutual fund business
Ongoing study of life and funds businesses and undertake analysis to determine the most appropriate customer and market strategy
Events coordinator and presenter in regional events – Half yearly COO Regional Network conference and the half yearly Customer Experience Program workshop. Participants are senior management from across the region
Coordinator of the COO (Chief Operations Officer) Regional Network and regional operational metrics. Deliver presentations on metrics at COO Regional Network conferences
Studied workflow process and drivers of operational best practices for COOs
Education
Bachelor of Commerce (Actuarial Studies) with Honours -
The University of Melbourne
Skills
Fluent in English, Cantonese and Conversational Mandarin and Japanese
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References
Available on request
Timeline
Managing Consultant
P9 Insurance Digital Engagement & Strategy
05.2017 - 04.2022
Vice President, Health Solutions
Swiss Reinsurance
06.2013 - 05.2017
Regional Business Development Manager, Broker Channel
AXA Asia Limited
09.2010 - 05.2013
Business Development Manager, Greater China
Transamerica Reinsurance
01.2008 - 08.2010
Regional Customer and Market Strategy & Operations
Prudential Life Insurance
12.2004 - 11.2007
Associate Director - Insurance Advisory Lead
Capgemini Invent
5 2022 - 3 2024
Bachelor of Commerce (Actuarial Studies) with Honours -
Sr. Manager/Senior Business Consultant at Capgemini India Pvt. Ltd. & Capgemini InventSr. Manager/Senior Business Consultant at Capgemini India Pvt. Ltd. & Capgemini Invent