Gerald Sin Leong Fatt
Overview
42
42
years of professional experience
1
1
Certification
Work History
Medical Services Specialist
Prudential Assurance Co. Singapore Pte Ltd
08.2023 - 08.2024
- Reporting to Senior Shield Consultant, you will conduct daily outbound calls to customers and promote the benefits of a recovery claim.
- Achieve performance targets set; which include daily call productivity, contact rate, and success rate.
- Process end to end policy transaction requests in accordance to guidelines, service standard and quality
- Perform policy assessment and judgment on policy changes
- Follow up with customers on transaction requests
- Provide support and services to Financial Consultants (FC) on Policy Servicing matters
- Handle appeals and cases escalated from FC and customer complaints
- PRUShield Recovery:
- Ensure SOP are followed when handling outbound and inbound calls to customers at all times.
- Daily reporting to PRUShield Recovery Team Lead on call activity and outcomes.
- Provide end to end support for each case handled.
- Ability to assist customers on their recovery claims process.
- Attend service and product trainings or any other trainings as and where required.
- Adhere to standard operating procedures for customer data privacy and protection (PDPA).
- Provide Team Lead with feedback from customers and financial consultants.
- Adhere to company’s code of conduct.
- Provide administrative support such as arranging courier, collecting courier, scanning and printing documents.
- PRUShield Policy Management:
- Process PRUShield Policy transaction requests such as Reinstatement, Upgrade, Downgrade, Conversion, Change of Payor, Termination, etc, ensuring that TAT and Productivity KPIs are met
- Adhere to all SOPs, guidelines, PDPA, are met
- Ability to use SAP to reply to email enquiries from Call Centre
- Perform policy assessment whether the transaction requests can be processed. Ensure all checks are in place such as signatures, policy number, policyholder name, etc.
- Under the PRUShield products and CPF policy guidelines
- 1 year Contract
Raffles Health Advisor
Raffles Health Insurance (Raffles Medical Group) Pte Ltd
08.2022 - 02.2023
- Provided healthcare advisory & educate/share with customers about new products, medical services, health related information & Insurance suite of products based on customers needs and requirements
- Drive the direct sales strategy and achieve the assigned sales targets
- Worked on a team effort to achieve the objective of business unit
- Provided quality pre and post sales service
- Handled financial counselling, billing, claims
- Customer relationship building and account servicing for policyholders
- Performed marketing activities and support business needs of assigned segment
- Constantly keeping abreast of healthcare products and self-development
- 6-month Contract
Vaccinator, Dilutor, Patient Registration Discharge Officer
National Healthcare Group Vaccination Centre
03.2021 - 12.2021
- Screening and counselling of patients before administering Covid-19 vaccine
- Monitoring of patients after vaccination and provide post-vaccination advice
- Be on standby for emergency situations
- Part-Time Contract
Financial Consultant
Prudential Assurance Singapore Private Limited
02.2016 - 08.2021
- Provided Financial Planning & Education on Savings, Retirement & Health Insurance Products
- Handled Documentation Administration, Client Communications, Relationship Management, Service & Support, Claims Administration, Client Needs Assessment, Complaint Resolution, Client Satisfaction, Client Retention
- Trained and mentored new consultants to ensure they are competent with MAS regulations
- Engaged over 200 clients to achieve their objectives in Financial Planning
- Agent-Self Employed
Travel Consultant
Asia-Euro Holidays Limited
02.2012 - 12.2015
- Solved Customer Travel itinerary problem & concern with Excellent Quality Service, to retain their loyalty & customer referral (Travel)
- Promoted travel packages and planned travel itineraries for customers
- Managed air tickets through the ABACUS system
- Applied travel visas for customers
- Planned customers’ holidays effectively within their budget and helped solve travel problems & issues
- Achieved many repeat customers and referral, generating more business for the company
- Lead Tours to Asean Countries
Procurement Specialist/Principal Buyer
Agilent Technologies Singapore Private Limited
11.1999 - 06.2011
- Transfer from Hewlett-Packard to Agilent Technologies to Set-up and launched the Procurement & Purchasing System, Corporate Travel Services, Logistics Supply Chain in Agilent Technologies (a new subsidiary of Hewlett-Packard)
Procurement Specialist/Senior Buyer
Hewlett-Packard Singapore Private Limited
12.1988 - 10.1999
Technical Officer
Public Utilities Board
06.1985 - 08.1986
Instructor
National Service – School of Military Medicine
06.1982 - 12.1984
Education
Specialist Diploma - Nutrition & Exercise Science
Singapore Polytechnic
09.2025
Bachelor of Engineering - Mechanical Engineering
University of Strathclyde-Scotland
01.1988
Diploma - Mechanical Engineering
Ngee Ann Polytechnic
01.1982
Skills
- Purchasing & Procurement
- Source, negotiate purchase materials from both local and overseas vendors
- Evaluate vendors’ quotations and proposals
- Oversee daily operational purchasing needs including planning, issuing and following up on Purchase Orders delivery and Schedules and Contract Management
- Mailroom, Corporate Travel, Procurement Training, HR, In-house Clinic & Logistics Support and Management
- Analytical and problem-solving - Resolve supply, quality, service and invoicing issues with vendors
- Stakeholder and vendors management
- Task oriented, resourceful and efficient with excellent organization Skills
- Customer Services
- Manage high volume of phone calls and provide response to all while maintaining high quality of services and performance standards
- Office Administration Management -Problem Solver, Strong Interpersonal Skills & Teamwork
- Handle customer complaints and ensure timely resolution within required guidelines
- Manage reservations/tickets of management team for corporate & retail travel
- Client relationship building and management
- Financial Planning
- Provide sound and prudent financial advice based on client’s needs and identify shortfalls
- Maintain superior relationships by responding timely and accurately to ensure a consistent wealth and health advisory experience
- Responsible & Analytical person
- Certification - M5, M9 & M9A, HI, CGI, PGI (Singapore Insurance College)
- Spoken and written English and Chinese (Including dialect)
Certification
- Certification in Google Digital Technology & Marketing (Google Academy Singapore) 2022.
- WSQ Advanced Certificate in Training and Assessment (ACTA) (Institute for Adult Learning Singapore) 2017.
- WSQ Certificate in Tour & Travel Services and Attractions ( DISTINCTION in Air Ticketing & Reservation) (Tourism Management Institute of Singapore) 2011.
Accomplishments
- Obtained Financial Competent Certification: M5 - Rules & Regulations for Financial Advisory Services – Singapore College of Insurance
- M9 & M9A – Life Insurance and Investment-linked Policies. HI – Health Insurance. CGI - Certificate in General Insurance – Concepts & Principles, Personal & Commercial Insurance
- Dealer Representatives (Monetary Authority of Singapore) – Institute of Banking & Finance and Technical Analysis Stock Charting Certification
Volunteer at Community Center
(Currently Volunteering at Community Center)
● Provided counselling and free tuition for children from low-income family
● Shared financial planning, health insurance and digital skills with residents including senior citizens
Timeline
Medical Services Specialist
Prudential Assurance Co. Singapore Pte Ltd
08.2023 - 08.2024
Raffles Health Advisor
Raffles Health Insurance (Raffles Medical Group) Pte Ltd
08.2022 - 02.2023
Vaccinator, Dilutor, Patient Registration Discharge Officer
National Healthcare Group Vaccination Centre
03.2021 - 12.2021
Financial Consultant
Prudential Assurance Singapore Private Limited
02.2016 - 08.2021
Travel Consultant
Asia-Euro Holidays Limited
02.2012 - 12.2015
Procurement Specialist/Principal Buyer
Agilent Technologies Singapore Private Limited
11.1999 - 06.2011
Procurement Specialist/Senior Buyer
Hewlett-Packard Singapore Private Limited
12.1988 - 10.1999
Technical Officer
Public Utilities Board
06.1985 - 08.1986
Instructor
National Service – School of Military Medicine
06.1982 - 12.1984
Bachelor of Engineering - Mechanical Engineering
University of Strathclyde-Scotland
Diploma - Mechanical Engineering
Ngee Ann Polytechnic
Specialist Diploma - Nutrition & Exercise Science
Singapore Polytechnic
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