Chih Hao Kuo

Chih Hao Kuo

Securities Investment Trust Agent

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location of Chih Hao Kuo台灣 臺北市 臺北市

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  • Timeline

  • About me

    MSIG MINGTAI INSURANCE CO., LTD. Data Team Lead

  • Education

    • SOAS University of London

      -
      Master of Science (MSc) Development Economics
    • 國立政治大學

      -
      Bachelor's degree Economics
    • SOAS University of London

      -
      Master of Arts (MA) Globalization and Corporate Development
  • Experience

    • KGI Securities Investment Advisory Co. Ltd.

      May 2007 - Apr 2008
      Securities Investment Trust Agent

      Provide investment advice at the same time sell mutual funds' shares directly to the target customers or corporates.

    • Cathay Life Insurance Co., Ltd.

      Feb 2012 - Nov 2017

      。Data mining and modeling by using SAS, predicting targets'​ scores and generating data-based business strategies. 。Created statistical and analytical research reports for VP to implement data mining related projects. 。Study new analytical techniques and assess new data mining methods.。Customer repurchase predicting model. - This predicting model was designed to extract the most likely repurchasing customers. - Those predicting results were displayed on agents' CRM homepage. - It increased 5 times repurchasing rate.。New customer next optimum time to approach model.。Segmentation for Maturity customer. - Make segmentation on the term life insurance customer to focus on the optimal flow back beneficiaries and policyholders.。Segmentation for all customer in company - Made customer segmentations for at least 3 times in 5 years. - Each time it has to use different clustering model to satisfy different users' need. 收回

      • Sales Manager

        Dec 2016 - Nov 2017
      • Data Analyst (Assistant Manager)

        Apr 2016 - Dec 2016
      • Data Analyst

        Feb 2012 - Mar 2016
    • Cathay Century Insurance

      Dec 2017 - May 2019
      Data Analyst (Assistant Manager)

      。Use SAS and R to do the data-mining and modeling for property and casualty insurance.。Build an early warning system to score the risk level of customer who make claim on car insurance. - From top to toe: Scoring system building, modeling, data mining, data cleaning, system testing...etc. - It may save 50% of labour force in the end of the 2019.(This depends on company's strategy.)。Build a recommender system for online car insurance through association model.。Develop a score card system for marine insurance customers while underwriting. 收回

    • MSIG MINGTAI INSURANCE CO., LTD.

      May 2019 - now

      。Transferred to the Accounting Department in 2024/04, responsible for all data processing and testing before the IFRS17 launch, and constructing the data flow of the IFRS17 project from the core to the ledger..於2024/04轉調到會計部,負責IFRS17上線前所有資料處理及測試,並建構IFRS17專案從核心到總帳的資料流。。Responsible for IFRS17 data cleaning project, inventory of various data generation scenarios within the company, and coordinate business units, financial units and project consultants to find long-term solutions according to IFRS17 data requirements..負責IFRS17資料清理專案,盤點公司內部各種資料產生的場景,並針對IFRS17資料需求,協調業務單位、財務單位及專案顧問,找出長期解方。 收回 。Leading Data team to ensure daily ETL is executed properly. (Tool: ETL Manager、EBS).帶領明台數位戰略部的財務數據組(共七人),處理資料ETL及財務系統每日結帳的日常維運。。Design and develop Data Warehouse/ Data Mart Schema from different Core systems with enterprise standards & best practices.(Database: Oracle).優化公司的資料庫架構及ETL排程,大幅縮減每日日結時間至少3小時。.因應各種需求,管理倉儲及財務系統與各類不同架構的核心系統進行串接,確保資料及帳務每日每月正確無誤轉入系統。任何異常則帶領團隊於最短時間內完成修復。。Involved in understanding of business processes or sales logic to create business reports and meet specific user requirements. (Tool: Smart Query).與公司各單位進行需求訪談,協助釐、優化真實需求,並開發各類管理與業務報表。團隊平均一年需開發約30份報表。。Work closely with Claim Department and Digital Strategy Department to develop a Fraud Detection System and assist team member in building a scoring system by using Oracle APEX and Tableau.。Lead the data team to support IFRS17 project to create Data Mart for whole system and establish the data governance standard. 收回

      • Assistant Manager

        Apr 2024 - now
      • Data Team Lead

        May 2019 - Mar 2024
  • Licenses & Certifications

    • SAS Certified Base Programmer for SAS 9 Credential

      Mar 2014