Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Kim Yan Lim

Summary

Experienced and accomplished insurance and reinsurance professional with proven expertise in market strategy planning and implementation, regional oversight and business development, strategic partnership collaboration, and ethical business practices. Build meaningful and trusting relationships with clients and stakeholders. Resulted-oriented and progressive thought leadership with in-depth Southeast Asia insurance value chain experience and cross market influence.

Overview

17
17
years of professional experience

Work History

Sales Director, Southeast Asia

Verisk
11.2021 - Current

• Lead digital and automated underwriting solutions business for Southeast Asia life & health insurers, reinsurers & MGAs doubled the number of new businesses closed

• Lead the quote process and facilitate technical team to deliver implementation

• Structured and executed 8 profitable deals, negotiated fee terms, and reviewed ~3 ecosystem partnership agreements to scale up expansion

• Won an exclusive partnership with the largest reinsurer in the Philippines to open the untap market of 81M USD

• Increased Verisk’s Asia brand through regular presentation at conferences and webinars as a thought leader

• Developed go to market strategy, designed sales & operating model for Indonesia

• Lead and increased the Employee Network membership by 8% through driving the culture of belonging and inclusion globally

Insurance Project Head (Volunteer)

Leap Philanthropy, Leap 201
06.2021 - Current

• Lead and execute a SGD1.9M philanthropic insurance project to enhance the accessibility of critical illness insurance schemes for migrant workers

Develop and structure distribution strategy via NGOs, Government Agencies, SMEs to increase the take up of 40,000 workers (from 0)

Country Manager, Head of Sales & Distribution

Safe Meridian(TPA For QBE)
05.2018 - 07.2020

• +200% in 2019 across all channels and gained market share +10%

• Innovated new features in the IPMI product and enhanced the quotation engine features to meet market evolution and client needs

• Led the BDM and Client service team from mediocre to high performing

• Recruited and mentored a sales team in Jakarta to develop the Indonesia market

Manager- Insurance Practice Leader, Southeast Asia

Aon Hewitt Mclagan
05.2016 - 10.2016

• Achieved 19 insurers partnership agreements out of 20 targeted insurers in Singapore to use Aon Hewitt as a Human Capital consulting provider

• Launched and broke into Indonesia market with the first executive compensation project deal with one of the leading Indonesian insurers

• Mentored 3 associates into a trusting and performing team in Jakarta

• Delivered thought leadership presentations in Hong Kong and Indonesia to enhance the Aon’s brand

Sales Manager

Zurich Life Insurance
06.2015 - 01.2016

• Met 100% ANZ Priority and ICICI Bancassurance sales target with a notable 18% increase in sales from offshore teams (Malaysia, Indonesia, Thailand, Philippines) through targeted training initiatives that reduced case management time by 15%

• Identified critical service gaps and implemented a revamped service and support structure, resulting in a 20% increase in customer satisfaction.

• Collaborated with the marketing leader to develop a brand consistency strategy to resonate effectively, this resulted in a 10% increase in sales activities of the Insurance Specialists

• Identified opportunities and threats, provided data-driven recommendations to the enhancement of existing product features and pricing strategies, which secured a 5% market share gain

Financial Services Manager

Professional Investment Advisory Services
08.2011 - 06.2015

· Increased gross revenue by over 150%.

· Structured complex insurance trusts for estate planning, facilitating tax-efficient wealth transfer for 10+ high net worth clients (>$5 million investable assets) through Universal Life solutions.

· Generated 100+ qualified leads through regular speaking engagements at multinational corporations and targeted networking events.

· Developed and mentored 3 junior advisors, resulting in a 20% increase in their client acquisition rate within 1 year.

Senior Financial Consultant/Wealth Manager

Prudential Assurance/Citibank
07.2007 - 07.2011
  • Exceeded 75% above APE target at Prudential
  • Fastrack, Quality Club Elite and StarClub award qualifier for achieving personal sales target at Prudential
  • Achieved top quarterly award for generating in new Assets Under Management (AUM) on unit trusts at Citibank

Education

Bachelor of Arts - Business Economics (Honours)

University of Liverpool
United Kingdom

Skills

CORE EXPERTISE

Strategic planning and execution

Business development

Partnership and distribution management

Client and stakeholder relationships engagement

Strategic Leadership

Project management

Life & Health Insurance product development

Personal Line Insurance

Automated underwriting

SOFT SKILLS

Critical thinking

Solution-focused problem solving

Rational decision-making /data-based insights

Cognitive empathy

Collaborative communication

Navigating complexity

Teamwork and support

Professional integrity and ethics

People management

Negotiation

Keynote speaker

KEY ACCOMPLISHMENTS

Exceeded APAC target by 28% at Verisk

Launched in Egypt, Vietnam & Philippines with Verisk solution

Won exclusive partnership, National Re, Philippines

Thought leader conference presenter in Singapore and Philippines

Languages

English
Bilingual or Proficient (C2)

Timeline

Sales Director, Southeast Asia

Verisk
11.2021 - Current

Insurance Project Head (Volunteer)

Leap Philanthropy, Leap 201
06.2021 - Current

Country Manager, Head of Sales & Distribution

Safe Meridian(TPA For QBE)
05.2018 - 07.2020

Manager- Insurance Practice Leader, Southeast Asia

Aon Hewitt Mclagan
05.2016 - 10.2016

Sales Manager

Zurich Life Insurance
06.2015 - 01.2016

Financial Services Manager

Professional Investment Advisory Services
08.2011 - 06.2015

Senior Financial Consultant/Wealth Manager

Prudential Assurance/Citibank
07.2007 - 07.2011

Bachelor of Arts - Business Economics (Honours)

University of Liverpool
Kim Yan Lim