Lee Yee Tan

Lee Yee Tan

Executive (Policy Servicing)

Followers of Lee Yee Tan105 followers
location of Lee Yee TanShah Alam, Selangor, Malaysia

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  • Timeline

  • About me

    Manager (Channel Marketing) at Prudential

  • Education

    • Universiti Putra Malaysia

      2008 - 2011
      Bachelor of statistics MATHEMATICS AND STATISTICS
  • Experience

    • Prudential Assurance Malaysia Berhad

      Jun 2011 - Jul 2013
      Executive (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 2014
      Sales Analyst

      Responsibilities:• 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 2016
      Insurance Agent

      Responsibilities:• 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 2018
      Senior Business Analyst

      Responsibilities:• 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 2022
      Assistant 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 - now
      • Channel Marketing Manager

        Aug 2023 - now
      • Manager (Strategic Marketing Management)

        Jun 2022 - Jan 2025
  • Licenses & Certifications