Diagnosis & Analysis Project (One Medium-size Life Insurance Company)• Undertook the module of Strategic transformation practice analysis of 4 leading life insurance companiesCustomer Relationship and Loyalty Management Project (One HK-based Insurance Group Company)• Built the blueprint of customer relationship management, and designed implementable group customer loyalty program solutionIntra-company Innovation and Development Department Positioning Project (One leading Life Insurance Company)• Clarified the “Technology Empowering” vision and development path of this departmentCapital Efficiency Improvement Management Project (One leading China Reinsurance Group Company)• Clarified responsibilities of key related management functions to improve synergy of "Asset/Capital/Equity" • Wrote logical, legible and persuasive report of mid-term strategy review and won high praise from team leaders and client's strategy directorCustomer Oriented Core Strategy Project (One Top 10 Property Insurance Company)• Designed the transformation strategy, and focused on customer experience improvement solutions (i.e., customer value-added service system and net promoter system)• Participated in ‘Project Look-Back', and mainly focused on "channel-oriented, management simplified, tech-empowered" organizational structure adjustment• The project successfully helped the company get capital of more than ten billion CNY and a better-than-average growth among industryCustomer Resources Management Project (One leading China Insurance Group Company)• Helped the client clarify cross-selling position of account manager team and designed management system and pilot plan• Made a thorough research report of loyalty program and designed group customer loyalty program solution

• Recorded 20+ meeting memos with industry experts from China, USA, UK and Australia• Interviewed one American pizza franchise via conference call• Drafted one individual section in one tracking report about foreign pizza market• Analyzed competitions of China’s customized furniture market and summarized 3 topics• Collected data for market sizing model via databases, equity reports, online sources and cold calls

• Interviewed 50+ patients and 10+ doctors via cold calls and field survey• Designed and scaled questionnaires of doctors and patients in Community Healthcare Service Centers, and took the charge in the responsible for pilot survey• Led a five-member team to conduct research about mobile healthcare doctor participation conditions in mobile healthcare industry• Served as project manager assistant to provide trainings about qualitative surveys

• Developed public materials about Lloyds’ business model and unique Chinese operation model• Assisted reinsurance underwriting works