Experience

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  Jsk auto consulting

  Aug 2017 - Jul 2019

  Purchasing coordinator

  • Monitored and Analyzed sales trend and inventory level of automobiles to forecast using internal ERP systems.• Planned of weekly transfer of inventory to warehouses to maintain DOH.• Supervised pricing and P&L management through CI and market trend analysis.• Prepared export documentation to maintain customs regulation ensuring compliance of government policies and duties.• Built strong relationships with customers, overseas agents and service providers.

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  Snl techlink

  Aug 2019 - Feb 2020

  Construction project coordinator

  • Assisted in a complete cycle of the project; including responding to RFQ, the launch of the project, and closeout of the project.• Maintained and updated schedules for the duration of the project, coordinated subcontractor/vendor site activities for schedule and task compliance.• Consolidated vendor quote to establish project budget and secured resources including labor, materials, equipment, and scope of work.• Facilitated weekly project status report to the management team and project team members to ensure project quality control and enforce safety programs.• Liaison between the customer, project team, and vendors, effectively creating/preserving relationships, improving adaptability, especially the ability to productively work with diverse contractors. Show less

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  Td insurance

  May 2020 - Sept 2021

  Insurance advisor

  • Licensed to sale, endorse, and reissue policies for Ontario market for Auto & Home.• Provide excellent customer service to policyholders by processing their change request and reviewing policy coverage to ensure their asset are adequately protected and provide well-suited advice for each customer’s needs.• Reviewed policy profile to ensure the customer was receiving the best rates while maintaining disciplined underwriting guidelines.• Consistent Exceeding in all KPIs; including goals and performances, achieving top 8% performance within TDI advisor.• Provided feedback daily, weekly, and monthly to my team to ensure success is achieved by all team members as a subject matter expert in financial.• Worked closely with underwriting, central resource team, and web support to deliver legendary customer experience. Show less

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  Sun life

  Sept 2021 - now

  • Analyzed and evaluated claim experiences to identify trends impacting renewals, subsequently providing strategic recommendations to enhance renewal negotiation positioning.• Collaborated with various internal business units including underwriting, service, claim, and billing to support account executives with ad-hoc request from client and sponsor.• Negotiated and rationalized of new & renewal rate that are driven from risks including but are not limited to financial and reputational risks.• Liaised with underwriting team to assess the required rate set by underwriting is at an adequate level and corresponded in reviewing and adjusting of the required rates.• Recommended opportunities to increase utilization of existing products and expansion of other available services including LVHC, Employee Assistance Program, Stress Management & Well Being, and Mental Health Coach.• Analyzed renewal rates of clients consisted with diverse funding arrangements (non-refund, ASO, and refundable) with unique plan design. Show less • Determining insurability and assessing internal & external risks using underwriting standards while complying with regulatory and legal requirements.• Executing assessment of errors committed by the Central underwriting team and developing & implementing strategy an automating tool to automating mitigate future errors.• Acting as a Subject Matter Expert in technological transformation and participating corporate-wide monthly workshops.• Assessing, triaging, and assigning requests coming in from various stakeholders to the underwriting department ensuring deliverables meets the standards and requirements.• Determining an acquisition and renewal premium rates and providing rationalization in attempts to derive agreements through negotiation.• Negotiating and rationalizing, a new & renewal rate that are driven from risks which include but are not limited to financial, and reputational risks.• Analyzing medical, personal, and financial information to evaluate eligibility of applications submitted for Group Benefits and affiliate Insurance products.• Analyzing the experiences of the clients and ensure the rates provided by Jaguar are relative, profitable, yet competitive.• Maintaining all records relevant to underwriting decisions, including required amendments.• Providing excellent customer service and building positive relationships with all internal stakeholders. Show less

  • Renewal Analyst (Group Benefits), Business Development Mid-Large Market

    Oct 2022 - now

  • Group Underwriter

    Sept 2021 - Oct 2022