Alan Cheng Email & Phone Number

加拿大 安大略省 米西索加

加拿大 安大略省 馬坎

Toronto, Ontario, Canada

Hong Kong Sar

- Performed underwriting assessment on medical insurance applications for members and policy changes according to the rules and guidelines within agreed turnaround times- Analyzed the client’s current and future requirements and made recommendations on medical insurance products that would best suit their needs.- Exceeded quarterly sales goals of $80,000 by an average of 25% in the last four quarters- Involved in different marketing campaigns to promote Bupa’s products and services- Upsold medical insurance products to new and existing clients in accordance with Bupa’s sales and renewal guidelines.- Handled client inquiries and provided quality service and advice to meet clients’ needs and expectations- Actively developed and maintained good relationships with prospects and clients- Collected market information and kept abreast of the insurance industry’s development

Hong Kong Sar

- Executed routine tasks including service requests, transactions, and queries in an efficient and customer-friendly manner- Established and cultivated relationships with customers- Identified opportunities for cross-selling bank products and services, and increased the KPIs by 20% each quarter through strong relationships management with customers. - Delivered banking services and solutions by understanding customer needs and making appropriate referrals- Supported branch operations, adhered to relevant guidelines and procedures such as KYC/AML, and managed ad-hoc tasks as required- Identified and reported suspicious patterns of activity that were suspected to be related to money laundering

Hong Kong Sar