Keith Chan Email & Phone Number

Product Pricing Team

Product Pricing Team

Capital Management and Investment Strategies TeamModeling Team

Worked in Valuation teamHandled HK RBC QIS II in compliance with Insurance Authority and analysis the impact between HK RBC and current HK STAT.Prepared month-end valuation BAU for both HK STAT and US GAAP valuation basis.Participated in the reporting of the dynamic solvency testing (DST) per AGN7Handled Prophet model enhancement and modeling of new products.

Hong Kong

Worked in Project teamHandled Prophet migration of valuation system on HK STAT and US GAAP basis and prepare product detail, calculation logic and perform user acceptance test on the modelHandled maintenance development of the Prophet model after migration, such as further enhancement and new product modellingPrepared quarterly Value of New Business report complied with requirement of the regional office and analysis the reason of change in Value of New businessParticipated in the development of annual Inforce benefit illustration of Participating and Universal Life products in the life system for fulfilling the requirement of GN16

Hong Kong

Worked in System Migration project team & Pricing teamPerform UAT on the Proposal Generating System to ensure all requirements are implemented correctlyAssisted in preparing different experience study, i.e. Hospitality & Surgery study and Expense studyPrepared programs of Excel and Foxpro to automate and enhance the workflow of routine jobs.Assisted in checking AS/GPV ratio of participating products for dividend review.

Hong Kong

Assisted in revamped various tools for business analysis with the addition of new functionalitiesAssisted in Tested the revamped business analysis tools and investigating any issues encounteredMaintained clear change log of the modifications done on toolsPrepared documentation for new functionalities, such as user manualAssisted in using tools for business planning