Natalie Kerh En Li
Singapore
Summary
To contribute to the success of the team and profit of the company through my effort, expertise and experience.
Profile
Overview
20
20
years of professional experience
Work History
Analyst, Product Development
AIA Singapore
05.2015 - Current
- Initiate and complete the following during the product development process - competitive analysis, product conceptualization, product approval papers, drafting of Product Specifications, Policy Contract, Product Summary, Policy Illustration.
- Liaise with Actuarial on the pricing and finalisation of product design and specifications;
- Liaise with Product Implementation and Tech Team on the set-up of product rules and specifications to ensure successful setup of backend systems and sales portal;
- Liaise and discussed with Underwriting and Claims on the underwriting questions, exclusions and concerns on Product Design;
- Liaise with various stakeholders such as Legal, Actuarial, Compliance, Underwriting and Claims to for their comments and concerns on the draft Policy Contract and Product Summary
- Review UAT results to ensure product is set up correctly according to product rules
- Initiate communication document such as FAQ, Agency Memo, Infosheet and Factsheet to communicate on Product Launch or revisions to the Agency Force;
- Review marketing materials such as brochure, sales kit, training deck to ensure consistency with product intent.
- Successful launched the following types of products – Integrated Shield Plan, Term, CI (retail and digital), Medical and Shield, Personal Accident and Maid Insurance
- Worked with TransPerfect for the translation (English to Chinese) of Product Summary and Policy Illustration of selected AIA High Net Worth and Participating products.
- Acquired the Fellow, Life Management Institute designation
Executive, Product Development
Great Eastern Life Assurance
05.2012 - 05.2015
- Initiate and complete the following areas during the product development process - product conceptualization, competitive analysis and Product Approval Papers
- Liaise with Actuarial to finalise product design and pricing;
- Liaise with Product Implementation on the set-up of product rules and specifications in systems;
- Initiate product specification document such as Product Features Write-up, Product Information Pack for the Agency Force;
- Work with the marketing team to convey product intent and positioning of GE's suite of Accident and Health plans in brochures, saleskit and corporate website; and
- Review collaterals including policy contract, product summary, marketing brochure, sales kit, etc to ensure consistency with product intent.
- Portfolio also includes participating life product for a brief period of about 6 months.
- Successfully launched SupremeShield and Pay Assure - an Income Protection product where I had also engaged and worked with Nielsen on the market research of this product.
- Acquired the LOMA Associate, Life Management Institute (ALMI) designation.
Financial Consultant
Prudential Assurance
06.2010 - 04.2012
- Acquire new clients and business through active prospecting such as cold calling, street prospecting, referrals and road shows;
- Recommend and cross-sell suitable and relevant financial products; and
- Review and advise clients on their existing financial portfolio.
- Acquired knowledge on financial planning, insurance products and soft skills such as prospecting, communication and presentation skills.
Personal Financial Consultant
Standard Chartered Bank
06.2008 - 05.2010
- Cross-sell banking products, including account opening, credit cards, mortgage and personal loan, insurance and investment;
- Provide financial advice to bank’s customers; and
- Acquire new clients for the bank through active prospecting including cold call, road shows.
- Acquired knowledge on various banking products and consumer banking sales experience.
Relationship Management Consultant
Eurekahedge Pte Ltd
07.2007 - 06.2008
- Source for new business contacts such as fund companies, institutional investors worldwide through from the web;
- Establishe initial contacts and reached relevant parties to uncover their needs for our products and services;
- Conduct demonstration and training to clients on our products;
- Maintain good relationship with existing institutional clients and provided solution for their businesses needs; and
- Work as a team to achieve sales target.
Accounts Management Executive
Eurekahedge Pte Ltd
05.2006 - 07.2007
- Update the database to keep our clients - hedge fund managers updated on institutional clients' interest in their funds in our database
- Provide institutional investors timely updates on the performance of the alternative funds they had invested in;
- Uncover new business contacts using the Bloomberg terminal; and
- Provide administrative support to the team.
Education
Diploma - Business Translation and Interpretation Skills
Confuscius Institute
12.2019
Bachelor of Arts - Sociology
National University of Singapore
12.2006
‘A’ Levels -
Jurong Junior College
12.2002
‘O’ Levels -
Nan Hua Secondary School
12.2000
Skills
- A&H and Protection products
- Data analysis
- Product development cycle
- Claims
- Underwriting
- System
- Operations
- Pricing
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Product Development
- Interpersonal
- Communication
- Presentation
- Problem Solving
- Analytical
- Time Management
- Marketing
- Market research
- Project management
- Product development
- Policy writing
- Stakeholder engagement
- Competitive analysis
- Product specification
- User acceptance testing
- Regulatory compliance
- Cross-functional collaboration
- Written and verbal communication
- Requirement gathering
- Information gathering
- Sales data analysis
- Critical analysis
- Analytical mindset
- Communication strategies
Personal Information
Citizenship: Singapore
Availability
1 month notice
Languages
English
Proficient
C2
Chinese (Mandarin)
Proficient
C2
Hobbies and interests
- Health and wellness
Accomplishments
- Planned and coordinated [Type] projects resulting in increased [Result].
- Worked directly with senior leadership to develop and administer £[number]-per year department budget.
Timeline
Analyst, Product Development
AIA Singapore
05.2015 - Current
Executive, Product Development
Great Eastern Life Assurance
05.2012 - 05.2015
Financial Consultant
Prudential Assurance
06.2010 - 04.2012
Personal Financial Consultant
Standard Chartered Bank
06.2008 - 05.2010
Relationship Management Consultant
Eurekahedge Pte Ltd
07.2007 - 06.2008
Accounts Management Executive
Eurekahedge Pte Ltd
05.2006 - 07.2007
Diploma - Business Translation and Interpretation Skills
Confuscius Institute
Bachelor of Arts - Sociology
National University of Singapore
‘A’ Levels -
Jurong Junior College
‘O’ Levels -
Nan Hua Secondary School