
Lee Yee Tan
Executive (Policy Servicing)

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About me
Manager (Channel Marketing) at Prudential
Education

Universiti Putra Malaysia
2008 - 2011Bachelor of statistics MATHEMATICS AND STATISTICS
Experience

Prudential Assurance Malaysia Berhad
Jun 2011 - Jul 2013Executive (Policy Servicing)Responsibilities:• Process operations work within agreed service level and quality requirements in the team.• Support Reporting Team Leader in meeting agreed to staff and section's productivity and performance.• Keep up to date on new or enhanced products or services to maintain a high level of quality service to customers.

Moet Hennessy Diageo Malaysia
Jul 2013 - Nov 2014Sales AnalystResponsibilities:• The support sales team in achieving its performance target through the collection of sales intelligence, providing research and reports on sales trends, device forecasts, and managing trade marketing and sales budget.• Provide support to the marketing team, by conducting field research, tracking marketing spending across the country and having an end-to-end view of the health of the programs.• Enhance and improve existing programs through standardization of process and reporting matrices.Achievements/Projects:• SOP for certain processes and reporting matrices for the sales person. Show less

Manulife
Oct 2015 - May 2016Insurance AgentResponsibilities:• Approach potential clients by utilizing mailings and phone solicitations; making presentations to groups; speaking publicly to community groups on the subject of financial well-being.• Determine clients' particular needs and financial situations by scheduling fact-finding appointments; determining the extent of present coverage and investments; ascertaining long-term goals.• Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.• Complete coverage by delivering policies; planning future follow-up visits and evaluations of needs.• Provide continuing service by processing claims and changes in the policies.Achievements/Projects:• Achieved Agent Incentive Trip to Bangkok in 2015• Manulife Appreciation Newspaper Posting by achieving new products sales target Show less

Novugen Pharma
Jun 2016 - Jun 2018Senior Business AnalystResponsibilities:• Identify potential products and offer insights about product potentials by collecting data on consumers and competitors, compiling and analyzing relevant statistical data, and consolidating information into actionable items, reports and presentations.• Provide risk-analysis, SWOT, and competitor research to identify market trends, pricing/business models, sales and methods of operation.• Develop standard forecasting models, SOP, and templates for both different companies.• Produce detailed product timeline, ranging from the planning stage to marketing stage, together with costing sheet, to ensure smoothness of each product planning.• Produce operational reports to ensure business goals, keep projects on deadline and within budget.• Determine brand perceptions and reputations for companies and products.Achievements/Projects:• Certified Microsoft Office Specialist• Indonesia pharmaceutical business model• Products project management• Deputy team leader for Company Employees Engagement Activities in 2017 (i.e. Team Building, Annual Dinner) Show less

Tan Chong Management Services Corporation
Jul 2018 - Jun 2022Assistant Manager (Statistical & Data Analysis)Responsibilities:1. New product’s analysis and project management• Conduct quantitative and qualitative assessments of the automotive market, including but not limited to market size, product positioning, competitor analysis, customer segments and buying patterns, and economic environment analysis (e.g. SWOT, PESTEL).• Prepare dealer business model, as well as the product and sales training materials for dealer network expansion.• Compile and keep track of all the departmental progress on new product development. Conduct monthly cross-functional team meetings and meeting minutes to ensure the smoothness of the project.2. New product launching and marketing• A marketing’s key person to communicate with the principals.• Plan and manage new product launching and budgeting.• Prepare and manage marketing items such as digital ad buy, creative production, merchandises, event planning, press release and website creation.• Use social media and digital advertising platforms to market new products.3. Automotive market analysis and forecasting.• Prepare monthly automotive sales analysis reports for Malaysia, Indonesia, and Thailand.• Analyze own and competitors’ sales performance, combine and interpret, and provide useful recommendations on product selling activities.• Create a yearly provincial map using the collected automotive, demographic and economic data.Achievements/Projects:• Successfully launched 2 new automotive brands in the Malaysia market• New product’s business analysis & product positioning• Social media marketing for new brands• Project management and budgeting• Data collection through different sources• Map creation without the aid of professional software Show less

Prudential Assurance Malaysia Berhad
Jun 2022 - nowChannel Marketing Manager
Aug 2023 - nowManager (Strategic Marketing Management)
Jun 2022 - Jan 2025
Licenses & Certifications
- View certificate

Microsoft Office Specialist Excel 2016
MicrosoftNov 2017
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