• Sourced and secured high-quality quotations from suppliers for year-end gifts for employees and sales agents’ clients, ensuring value and quality. • Coordinated with the Power BI team to automate weekly and monthly sales reports, enhancing efficiency and supporting sales representatives in achieving KPIs. • Prepared comprehensive data analysis reports, including KPIs, marketing research, and visuals, to assist the sales and marketing teams in decision-making. • Executed… Show more • Sourced and secured high-quality quotations from suppliers for year-end gifts for employees and sales agents’ clients, ensuring value and quality. • Coordinated with the Power BI team to automate weekly and monthly sales reports, enhancing efficiency and supporting sales representatives in achieving KPIs. • Prepared comprehensive data analysis reports, including KPIs, marketing research, and visuals, to assist the sales and marketing teams in decision-making. • Executed accurate and timely financial reporting on a monthly and quarterly basis using Microsoft Excel and PowerPoint, providing clear insights into outcomes. • Provided actionable feedback and recommendations to optimize process flow and drive improved results. • Organized corporate events, seminars, and team meetings, utilizing Webex for virtual coordination and managing meeting documentation. • Collaborated with cross-functional teams, including IT, accounting, and finance, to achieve business goals and enhance operational efficiency. • Ensured adherence to legal and compliance standards, monitored progress, and conducted necessary follow-ups to maintain compliance and efficiency. Show less

• Prepared and delivered detailed progress reports and presentations on accidents, sales, and marketing performance to top management and internal clients.• Maintained and updated databases while ensuring accurate record-keeping and documentation to support business operations.• Simplified reporting processes to provide timely and actionable insights for decision-making.

• Processed client payments in line with insurance plans, accurately recorded transactions on balance sheets, and promptly reported discrepancies.• Entered policy data into the MetLife system to facilitate issuance by the head office.• Served as a liaison between branch agents and headquarters, addressing complaints and requests to ensure efficient communication and resolution.• Organized and maintained insurance policy files and documentation for quick and easy retrieval.