Julian Chan Email & Phone Number

Australia

Key Responsibilities:- Ensure our online portals functionalities are maintained and audited via Salesforce CRM and Power BI payload;- Security monitoring via OKTA and SPLUNK AWS;- Incident management via JIRA/ Confluence/ Cherwell/ Archer;- Project work to assist potential Merger or initiatives opportunities for ongoing support to all business units;- Support managers, seniors, colleagues and other crucial stakeholders in day-to-day assurance operations tasks and scheduled audit activities;- Change management to better improve our digital platform and provide solutions to improvise through our third party administrator system - Aaspire;- Testing of all new product or initiatives and requirement gathering for new report requirements;- Streamline internal processes, constantly review and improve work efficiencies and effectiveness

Melbourne, Australia

Key responsibility: Responsible for data integrity and quality check for pension funds, not limited to Australian Super, HESTA, CBUS and HostPlus few of the largest superannuation funds nationwide.Ensure all scheduled reports are adhered to business rules, compliances and legislative requirementsMy responsibilities were not limited to,- Designed and built new reports (mainly Excel), whilst working with key internal stakeholders to understand and interpret business requirements;- Updated and maintained existing reports in accordance with defined schedules (daily, weekly, monthly etc.) or request from trustee ;- Extracted data from current systems and prepare and interpret this data for presentations to various stakeholders – generally in graphical/tabular format (dashboards, scorecards etc.)- Worked with the team and team leader to improve processes and reporting outputs e.g. using technology to increase automation (SmartAuto) or employing innovative approaches to present information in new ways which add value for stakeholders- Worked on SQL servers and VBA codes to develop new improvement on both existing and new management reports for internal and external stakeholders

Melbourne, Australia

- Support and assistance to Centre managers ,- Subject matter expert in HESTA super products- Facilitate fund specific training for new inductees and upskill existing consultants to pension products- Case manage investigations/ escalations from Trustee and Management team- Resolve social media complaints / query regarding members' benefit claim- Support team leaders to run team reports and statistics, ensure consultants’ key performance targets are met- Call monitoring to ensure high quality standards are met and provide refresher training for contact staff ensuring knowledge stays current- Handle escalations from both internal and external Link Group stakeholders- Aim for immediate resolution across all types of member and employer enquiries (inbound calls and written communication)- Ensure high level of service experience is delivered to all members and employers- Monthly review with the Trustees to refine business rules and procedures from consultants feedback and member/employer suggestions- Perform User Acceptance Testing for member online platform (Member and Employer Online through HESTA website)- Technical support for new starters with their phone and system issues- Train and support new step up seniors and coaches- Step-up as Team leader and Contact Centre Manager when required for all frontline staff- Side-by-side coaching to all staff- Assist other link group business arms to ensure our mutual morale is achieved - 'Together we achieve'

Melbourne, Australia

SME of HESTA Super- account management- investment and Insurance advice- contribution enquiry- retirement fund management - escalation and complaint resolutionStep up Team leader- Conduct 1on1s- KPI review- Development of staff and training on daily duties and super products- Team meetings to provide updates in super - Fun activities and R&R (On the spot awards)

Melbourne Area, Australia

- Sanity testing for daily deployment of codes and configurations;- Automate test suite with UFT/QTP;- Defect escalation and project admin tasks via Version1, an online project tracking tool for logging all projects updates, defect logs and business documents etc;- Assisted and supported Business Analyst and Consultants in gathering business requirements;- SME provide maintenance support for insurance suites for Woolworths and Real Insurance, in Motor and Property claims

Melbourne, Australia

- Consultant providing accident management and insurance service to major client accounts; Australia Post, Holden, Landmark, Leaseplan, Reece and Wesfarmers. - Responsible for managing the end-to-end repair claims process including assisting the financial services department to oversee invoicing processes.- Liaised daily with repair authorities and third-party stakeholders to ensure claims were resolved in a timely matter.

Head Quarter, Mount Waverley Vic

- Sole Sales, Brand and Marketing Executive, responsible for coordinating marketing activities and driving initiatives for Le Desire Brand and products.- Conducted strategic marketing planning workshops to identify key stockists and potential business partners. Implemented ongoing advertising and promotions raising awareness of the Le Desire brand including presence at Trade Fairs. - Engaged and maintain strong relationships with business partners to evaluate feedback and promotional ideas to enhance quality and profit margins.

Laverton North Vic

- Appointed as Project Engineer; involved in mechanical project management, resource planning, time allocations, methodologies and cost analysis within the shut down project. - Maintained safety assurance and conducted quality control by issuing safety documents, identifying and resolving potentials hazards prior to the commencing of shut down.- Inspected work environment and performed mechanical checks to ensure safety compliance.- Acted as onsite supervisor to ensure daily maintenance and performance of work tasks, assisted in resource allocations and material support during the course of the shut down maintenance.

Bachelor Of Engineering (Be) /Bachelor Of Commerce (Bcom), Chemical/ Biomolecular/ Marketing/ Management

Vce, 97.85