May Lee

Experience

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  E SUN COMMERCIAL BANK

  Feb 2008 - Mar 2013

  Financial Advisor/Insurance Product Manager

  ◆ Responsible for the launch, promotion, and marketing planning of insurance products to achieve annual performance targets.◆ Responsible for collecting and integrating market information on insurance products, providing strategic direction for product development, launch, and promotion.◆ Sold various types of insurance products and provided clients with insurance consulting services (Financial Advisor).

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  南山人壽

  Mar 2013 - Feb 2016

  Specialist

  ◆ Served as a project team member for “the SAP Envision Project”, responsible for tracking and managing the progress of various modules within the project.◆ Handled business aspects of the SAP project, including cross-functional communication, coordination, and human resource management.◆ Responsible for preparing presentation slides for various projects and handling tasks assigned by supervisors.

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  保德信金融集團

  Nov 2016 - Mar 2018

  Customer Experience Manager

  ◆ Led the planning, execution, and outcome analysis of customer satisfaction survey activities, achieving a response rate of 20%. Through customer feedback and data analysis to understand customer needs, pain points, and expectations, providing relevant departments with insights for optimization and adjustments.◆ Responsible for planning the customer journey experience at each stage of engaging with insurance sales, ensuring that customers receive consistent and high-quality service at every stage.◆ Gathered customer feedback and suggestions to enhance process and service through cross-function collaboration to improve customer satisfaction. Show less

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  永豐保險代理人股份有限公司

  Mar 2018 - Nov 2018

  Insurance Product Manager

  ◆ Responsible for the launch of investment insurance products and driving IPO projects, successfully achieving annual performance targets.◆ Conducted regular product maintenance and risk management to ensure product competitiveness and compliance.◆ Led the planning and execution of customer marketing activities, collaborating across functions to combine the attributes of different financial products and launch customer marketing projects (such as Foreign currency deposit promotions), with performance exceeding project targets by 30%.◆ Responsible for planning and executing incentive programs for financial advisors, enhancing front-line sales momentum and motivation to achieve performance goals.◆ Led the planning of sales-related topics and the creation of sales support materials with insurance companies, successfully assisting junior financial advisors in developing clients and improving the achieving rate.◆ Collaborated across functions to assist in the planning and executing projects (such as Insurance Trust), providing financial advisors with diverse sales tools to meet various client needs. Show less

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  永豐銀行

  Mar 2019 - Oct 2021

  Insurance Product Manager

  ◆ Responsible for the launch of investment insurance products and driving IPO projects, successfully achieving annual performance targets.◆ Conducted regular product maintenance and risk management to ensure product competitiveness and compliance.◆ Led the planning and execution of customer marketing activities, collaborating across functions to combine the attributes of different financial products and launch customer marketing projects (such as Foreign currency deposit promotions), with performance exceeding project targets by 30%.◆ Responsible for planning and executing incentive programs for financial advisors, enhancing front-line sales momentum and motivation to achieve performance goals.◆ Led the planning of sales-related topics and the creation of sales support materials with insurance companies, successfully assisting junior financial advisors in developing clients and improving the achieving rate.◆ Collaborated across functions to assist in the planning and executing projects (such as Insurance Trust), providing financial advisors with diverse sales tools to meet various client needs. Show less

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  台新國際商業銀行

  Oct 2021 - now

  Insurance Product Manager

  ◆ Led the launch of multiple investment insurance products and drove IPO projects, successfully achieving project goals and completing annual performance targets ahead of schedule by mid-year.◆ Responsible for optimizing existing products and managing post-investment activities to maintain product competitiveness and control investment performance.◆ Conducted cross-functional collaboration and resource integration to jointly plan and execute various marketing activities and incentive programs, enhancing front-line sales momentum and increasing overall insurance sales share to 70%.◆ Managed communication and coordination with external partners (such as insurance companies and SITEs) to ensure a cooperative relationship and jointly drive business growth.◆ Engaged in strategic planning, tuning, and execution to ensure business initiatives align with market trends, the company's overall strategy, and effectively achieve performance targets.◆ Served as the department's compliance officer, focusing on regulatory issues and monitoring insurance products and business initiatives to ensure their legality.◆ Acted as an internal lecturer and obtained certification, responsible for conducting training courses for new financial advisors or investment consultants (IC). Show less