Chan Kah Yan
Summary
Professional with 8 years of expertise in life operations, specializing in preparing comprehensive management reports and overseeing project management initiatives with sharp analytical skills, driving impactful decision-making and optimizing processes for maximum efficiency.
Overview
7
7
years of professional experience
Work History
Assistant Manager
Etiqa Insurance Pte Ltd
07.2022 - Current
- Management Reporting - Prepare comprehensive reports on key performance metrics, new business production, and operational efficiency indicators. Ensure adherence to company policies, regulatory requirements, and SLAs
- Data Analysis - Interpret data trends, pinpoint areas for improvement, and provide data-driven recommendations for enhancing departmental processes and sales production.
- Workflow Optimization - Identify inefficiencies in the new business workflow, implementing process improvements, automation solutions, and workflow enhancements to streamline operations and minimize turnaround times
- Project Management - Managing departmental projects focused on enhancing operational efficiency and internal systems. Participate in all project phases, from planning and execution to monitoring and reporting, employing Agile methodology where applicable
Executive, Underwriting Support Assistant
Great Eastern Life Singapore
09.2019 - 05.2022
- Team Leadership - Oversaw and guided the Data Entry Team, ensuring adherence to established procedures and standards
- Operations Processing - Managed end-to-end processing of new business transactions, including data entry, application review, and underwriting support
New Business Executive, High Net Worth
JLT Private Client Services
11.2017 - 08.2019
- Quotation Preparation - Prepared quotation highlights, client proposals, and benefit illustrations for bankers, consultants, and clients, specifically targeting the HNW North Asia market
- System Enhancement and Testing - Contributed to the enhancement of the internal quotation software system and performed User Acceptance Testing (UAT) for deployment
Executive, Life Operations
Unicorn Financial Solutions Pte Ltd
02.2017 - 10.2017
- End-to-End Processing - Processed transactions from new business applications to post-sales servicing, by liaising with insurers, consultants, and clients
- Case Management - Coordinated clients' medical examinations and closely followed up on case submissions to ensure smooth processing
Education
Basic Insurance Concepts and Principles, Personal General Insurance, Commercial General Insurance, Health Insurance -
Singapore College of Insurance
Singapore08.2021
Bachelor of Degree Finance and Investment (Honours) -
Tunku Abdul Rahman University College
Malaysia11.2016
Skills
- Project Management
- Management Reporting
- Microsoft Excel
- Microsoft PowerPoint
- Problem-Solving
- Analytical
Languages
English
Chinese
Malay
Timeline
Assistant Manager
Etiqa Insurance Pte Ltd
07.2022 - Current
Executive, Underwriting Support Assistant
Great Eastern Life Singapore
09.2019 - 05.2022
New Business Executive, High Net Worth
JLT Private Client Services
11.2017 - 08.2019
Executive, Life Operations
Unicorn Financial Solutions Pte Ltd
02.2017 - 10.2017
Basic Insurance Concepts and Principles, Personal General Insurance, Commercial General Insurance, Health Insurance -
Singapore College of Insurance
Bachelor of Degree Finance and Investment (Honours) -
Tunku Abdul Rahman University College
Similar Profiles
Zhixian ChengZhixian Cheng
Sales Engineer at Oriens Pte LtdSales Engineer at Oriens Pte Ltd
Norazizah Mohd SharifNorazizah Mohd Sharif
Head of Agency Management at Etiqa Life Insurance BerhadHead of Agency Management at Etiqa Life Insurance Berhad
Syed Yahya Syed MohamedSyed Yahya Syed Mohamed
Head Core Applications at Etiqa Insurance & TakafulHead Core Applications at Etiqa Insurance & Takaful