Yuhan Wang
Waitara,NSW
Summary
A detail-oriented administrative professional with over 8 years’ experience in insurance and financial services. Highly skilled in data entry, records management, and stakeholder coordination with proven expertise in using Microsoft Office applications. Adept at managing large databases, preparing reports, and ensuring compliance with regulatory requirements. Seeking to leverage my transferable skills and experience in a challenging Rates Property Officer role at Ku‐ring‐gai Council. Fluent in English and Mandarin.
Overview
8
8
years of professional experience
Work History
Account Executive Assistant
Finsura Insurance Brokers
Hornsby, NSW
03.2023 - Current
- Coordinated and compiled new business quotes and policy renewals, ensuring 100% accuracy and adherence to compliance standards.
- Managed senior management diary schedules, arranged meetings, and coordinated logistics for internal and external stakeholders.
- Prepared detailed reports, presentations, and official documents to support decision-making processes.
- Liaised with clients, brokers, and underwriters, acting as a key point of contact to resolve inquiries efficiently.
- Maintained confidential client records and managed data securely, demonstrating discretion and professionalism.
- Implemented process improvement initiatives that streamlined administrative operations and enhanced workflow efficiency.
- Monitored industry trends by attending training sessions, seminars, and workshops to stay current with best practices.
- Applied ethical standards and professional integrity in all administrative activities, ensuring consistent, high-quality service delivery.
Account Manager
Peter Vickers Business Group
Lindfield, NSW
03.2022 - 03.2023
- Managed internal and external communications, ensuring effective coordination and timely responses between teams.
- Compiled and maintained detailed reports and records, ensuring compliance with regulatory requirements and internal standards.
- Oversaw claims and policy renewals, tracking timelines and ensuring all deadlines were consistently met.
- Collaborated with underwriters and clients to negotiate policy adjustments and resolve discrepancies efficiently.
- Implemented and maintained standardized workflows, contributing to improved operational efficiency.
- Processed weekly underwriter payments and monitored financial transactions to ensure accuracy and timely reconciliation
Financial Advisor Assistant
APC Advice (Aon Hewitt)
Epping, NSW
03.2017 - 12.2019
- Supported daily workflow management by preparing client financial reports, statements, and internal correspondence.
- Maintained accurate financial records and ensured compliance with regulatory requirements.
- Coordinated meetings and managed schedules for financial advisors, ensuring efficient communication with clients and external providers.
Education
MASTER OF FINANCE IN INVESTMENT BANKING - Finance
UNIVERSITY OF NEW SOUTH WALES
Kensington, NSW07-2012
BACHELOR OF APPLIED FINANCE IN APPLIED FINANCE - Applied Finance
MACQUARIE UNIVERSITY
Macquarie Park, NSW07-2011
Skills
- Database & Records Management: Proven experience in maintaining accurate records and updating databases, ensuring data integrity and timely processing
- Administrative Support: Expertise in coordinating correspondence, scheduling meetings, and managing critical documentation
- Analytical & Problem-Solving Skills: Strong analytical abilities to review data, generate reports, and recommend process improvements
- Communication & Customer Service: Effective verbal and written communication skills, facilitating interactions with internal teams and external stakeholders
- Proficiency in MS Office: Skilled in Word, Excel, Outlook, and other standard applications
References
- Katherine Yan 0416 233 700 Hong.Yan@health.nsw.gov.au
- Cassie Hang 0418 999 139 Cassie@pva.com.au
Timeline
Account Executive Assistant
Finsura Insurance Brokers
03.2023 - Current
Account Manager
Peter Vickers Business Group
03.2022 - 03.2023
Financial Advisor Assistant
APC Advice (Aon Hewitt)
03.2017 - 12.2019
MASTER OF FINANCE IN INVESTMENT BANKING - Finance
UNIVERSITY OF NEW SOUTH WALES
BACHELOR OF APPLIED FINANCE IN APPLIED FINANCE - Applied Finance
MACQUARIE UNIVERSITY
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