HOLA AU ZHEN YUAN
Singapore
Summary
Possess nearly a decade of expertise in Group Employee Benefits spanning from brokerage to insurance roles. This journey has honed my capability to deeply comprehend diverse client needs. I’m highly adaptable, eager to tackle challenges demanding critical thinking, management, coordination and comprehensive risk assessment and mitigation strategies within the realm of risk management.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Business Development Manager
IGP
Singapore
05.2024 - Current
- Developed and executed initiatives to drive growth and enhance retention of a comprehensive portfolio of multinational client accounts in the Asia-Pacific region, managing international pooling and global underwriting programs.
- Collaborated with network partners and engaged brokers to secure new business opportunities.
- Analyzed market dynamics and emerging trends to inform strategic product development and enhance sales initiatives.
- Advised clients on international pooling strategies to optimize financial performance and risk management.
- Conducted reviews of APAC multinationals' eligibility for pooling through strategic engagement with network partners.
- Facilitated transfer of international dividends to headquarters by collecting and verifying bank information from clients.
- act as a commercial liaison for Assigned countries, japan, philippines and Indonesia.
Executive | Senior Executive | Assistant Vice President
Aviva Ltd | Singlife with Aviva | Singlife
09.2018 - Current
- Developed strategic partnerships with key brokers to review, conserve, and expand existing accounts within broker channels.
- Managed preparation of renewal accounts for thorough review within designated portfolio. Analyzed claims data and evaluated benefit enhancement requests to improve outcomes. Facilitated discovery of upsell and cross-sell opportunities to enhance portfolio value.
- Managed inquiries from brokers and internal stakeholders, ensuring timely and accurate responses.
- Ensured adherence to compliance standards for renewal documents while actively managing credit control follow-ups.
- Assisted with ad-hoc projects, coordinating training hours for team members. Organized events for user engagement and project collaboration. Facilitated user testing sessions to gather feedback for system enhancements.
Client Relations Manager
CXA Insurance Brokers Pte Ltd
10.2017 - 08.2018
- Facilitated comprehensive account management to enhance client understanding of employee benefit options, focusing on insurance, flexible spending, and wellness programs.
- Facilitated timely delivery of underwriting requirements to clients.
- Served as primary escalation point for client queries and feedback resolution.
- Managed renewal negotiations and conducted remarketing exercises to secure favorable terms for clients.
- Led comprehensive communication briefings on employee benefit insurance.
Executive | Senior Executive
Aon Singapore Pte Ltd
04.2014 - 10.2017
- Facilitated broking operations by negotiating policy renewals and securing favorable rates with insurers.
- Enhanced efficiency by generating comparison reports from RFP requests, leading to streamlined processes. Influenced account management team success by delivering actionable insights for client meeting preparations.
- Managed premium breakdowns and escalated claims to insurers to facilitate efficient processing and client satisfaction.
- Collaborated with business development team to facilitate seamless transition of new business policies to account management team.
Independent Financial Consultant
Professional Investment Advisory Services Pte Ltd (PIAS)
06.2013 - 04.2014
- Evaluate client’s current financial situation and providing customise solutions in areas of wealth protection, wealth accumulation, retirement planning.
- Building rapport and establishing relationships with new and existing client.
- Help client to monitor and settle insurance claims.
- Ensure that operation and sales processes are performed in compliance with company’s policies and regulatory requirement.
Education
Bachelor of Commerce - Banking & Finance
Murdoch University
Skills
- Business development and planning
- Relationship building and management
- Negotiations
- Client relationship building
- Relationship building and rapport
- Account management
- Medical insurance
- Employee benefits administration
- Account servicing
- Attention to detail
- Problem-solving abilities
Certification
CMFAS Accreditation – M5, M9, M9A, M8, M8A, HI, BCP, ComGI and PGI
Timeline
Business Development Manager
IGP
05.2024 - Current
Executive | Senior Executive | Assistant Vice President
Aviva Ltd | Singlife with Aviva | Singlife
09.2018 - Current
Client Relations Manager
CXA Insurance Brokers Pte Ltd
10.2017 - 08.2018
Executive | Senior Executive
Aon Singapore Pte Ltd
04.2014 - 10.2017
Independent Financial Consultant
Professional Investment Advisory Services Pte Ltd (PIAS)
06.2013 - 04.2014
Bachelor of Commerce - Banking & Finance
Murdoch University