Personal Lines Pricing, Leisure & Lifestyle

- Personal Lines Pricing, Auto & Property Insurance- Independently developed and streamlined a post-implementation reconciliation process for MISC Vehicles countrywide from SAS data extraction to creation of reconciliation reports by coverage and product lines- Assisted in annual Personal Property rate segmentation review by generating by-cohort exhibits on in-force policy distribution, loss experience, new business close ratio and retention - Prepared an FSA Analysis Report to… Show more - Personal Lines Pricing, Auto & Property Insurance- Independently developed and streamlined a post-implementation reconciliation process for MISC Vehicles countrywide from SAS data extraction to creation of reconciliation reports by coverage and product lines- Assisted in annual Personal Property rate segmentation review by generating by-cohort exhibits on in-force policy distribution, loss experience, new business close ratio and retention - Prepared an FSA Analysis Report to identify territories with potential growth opportunities based on historical profitability and competitiveness, and presented recommendations to pricing managers - Conducted retention analysis on Private Passengers Vehicles and Motorcycles by Region and Discount Type to explore measures to stimulate sales of Motorcycle policies- Performed validation of on-levelled premiums on a monthly basis and monitored month-over-month consistency - Completed 10+ ad-hoc requests from Market and Data Engineering Team by leveraging SAS and Excel Show less

- Performed data cleaning process and consolidated data using SAS for insurance reserve data, resulting in having aggregated data presented in a user-friendly manner - Established data-oriented dashboard for data errors and provided insights and actionable recommendations to successfully reduce 10% of data errors- Performed LDF procedures with team members as well as validating its final data- Assisted in updating parameter of existing financial risk models for the next quarter-… Show more - Performed data cleaning process and consolidated data using SAS for insurance reserve data, resulting in having aggregated data presented in a user-friendly manner - Established data-oriented dashboard for data errors and provided insights and actionable recommendations to successfully reduce 10% of data errors- Performed LDF procedures with team members as well as validating its final data- Assisted in updating parameter of existing financial risk models for the next quarter- Delivered strategic reports and presentations to achieve data visualization, resulting in excellent comments on business presentations and increased business partnerships with presentation attendees- Translated and presented highly complex quarter-end reports, including the quarterly progress report, between English and Mandarin to increase accessibility within a larger linguistic audience Show less

- Analyzed and interpreted data trends for 200 transactions using statistical tools- Strategized with the executive team to increase the customer targets by 10% for the local branch- Reduced the amount of time spent on project by designing the automation process using VBA programming while ensuring 100% accuracy in data entry to optimize operational efficiency and internal users’ behavior