Andre Lee Jin Fei 李俊飞 Email & Phone Number

Singapore

3 Tampines Grande

3 Tampines Grande

Provision of a one-stop service for advice in personal insurance for wealth protection and wealth accumulation needs. My services also include assisting as a point of contact for policy claims with insurers and taking over of servicing for policies serviced by inactive/retired agents. Handling of day-to-day client relations and enabling clients to gain financial independence through individualised financial advice and portfolio planning.Qualified with certification under CMFAS M5, M9, M9A, and HI to advise on insurance products spanning from Whole Life Insurance, Term Insurance, Investment-linked Products and Endowment Plans. Qualified with certification under General Insurance for Basic Insurance Concepts and Principles (BCP), Personal General Insurance (PGI), and Commercial General Insurance (ComGI) to provide advice on General Insurance products which includes but is not limited to Travel Insurance, Home Insurance - Fire & Theft, Group Hospitalisation & Surgery, and Group Term Life planning for corporate entities.I have completed my Singapore Chartered Financial Consultant (ChFC/s) designation and Certified Financial Planner (CFP) certification, certifying me to create detailed financial reports and analysis of my clients' finances to provide proper planning structure to tackle key items like: Insurance Planning, Investment Planning, Retirement Planning, and Estate Planning. I also provide key ideas and insights for business owners and HR executives with advice on Buy-Sell agreements, Keyman Insurance, Golden Handcuff/Handshake/Parachute schemes and other various strategies to safeguard business interests or retain staff headcount.

Singapore

I assist companies with protecting their interests, whether it be with regards to their assets and people. My team specialises in the following: Fire Insurance, Industrial All Risks Insurance, Contractor's All Risk Insurance, Public Liability Insurance, Work Injury Compensation Insurance, Professional Indemnity Insurance, Director's and Officer's Liability Insurance, Plate Glass Insurance, Business Interruption Insurance, Golden Handcuff, Golden Handshake, Buy-Sell Agreements, Employee Benefits etc.These are meant to protect and cover all assets from damage, absorbing liabilities from accidents caused to third parties/employees, and to attract & retain talented staff within your company.We ensure that businesses are protected against unforeseen challenges and disruptions, helping companies tide over any scenario imaginable.

South West, Singapore

Assisted in a project to assess and analyse priorities of processes that was required in time-sensitive day-to-day operations within the company. The project allowed for specific processes to be prioritised in the reengineering framework and allowed for more effective project time management as a whole for the department.Collaborated in a 2-man team to manage shipping manifests and monitor error differentiation in actual and manifest cargo weight to prevent problems in shipping weight limits. We rectified multiple problems causing this issue and successfully prevented any form of penalty subjected to the company due to any under-declared cargo weight.Organised a full day course for personnel in the department to learn about the benefits of big data analytics and how it can assist them in day-to-day decisions, which saw full department turnout and a increased interest to pursue analytics for the benefit of the company.

Singapore

Handled multiple clients' insurance portfolios and managed their financial planning needs through consistent check-ins with them every 6 months to ensure their new financial requirements are updated and met.

Singapore