Jessie Luo Email & Phone Number

Amsterdam-Centrum, North Holland, Netherlands

Shanghai City, China

▪ Managed local Policy Admin team to ensure smooth backend operation of contract management and customer accounting, including process improvement.▪ Closely worked with local and regional stakeholders as BU administrator of systems: Salesforce, Pluriform (policy system), Eolis (online information service) and Smartview.▪ Mastered Salesforce reports’ logic and dashboard design.▪ Daily system user support, including system user training and system manual updates.▪ Periodical Non Regression Test of system new releases and system software correction.▪ System defect investigation, ticket creation and follow up.▪ System Request for Change discussion and submission.

Shanghai, China

Beijing, China

▪ Partnered with fronter, brokers and banks for prospects meetings, provided solutions with appropriate policy conditions for prospects.▪ Successfully underwrote and signed bank policies of Bank of China branches. ▪ Underwrote commercial terms & conditions for new business according to company underwriting and pricing guidelines.▪ Leveraged internal resources and drove results in negotiating with risk underwriters to increase acceptable risk exposure, in order to improve business closing rate. ▪ Trained fronter and team members on products, processes and underwriting philosophies, coached less experienced underwriters in handling more complex accounts.▪ New product roll out.

Beijing City, China

▪ Acted as account manager to manage policyholders’ satisfaction and retention.▪ Analyzed and priced for renewal business, processed endorsements or changes in policy.▪ Built and maintained enduring relationships with internal resources (Operations, Risk, Claim) to ensure delivery of services to policyholders.▪ Worked with fronter to visit policyholders and give policy training.

Xiamen, Fujian, China

▪ Responsible for full sales and after sales process of international customers.

Master, Management With International Finance, Merit

Bachelor, International Economics And Trade