• Queried and Extracted Agency’s business data from Allstate database and other resources, utilized SQL Server and SSMS for data processing (sales-leads, renew, loss), including data import, extraction, transformation, and aggregation.• Used Power BI and Excel to analyze and virtualize monthly accidents and costs data. Created dashboard and provided monthly reports to monitor the overview of company’s performance and risk (revenue, loss ratio, etc.), cooperate with CEO and generating insights for the next month's strategies. By leveraging this dashboard and analysis, reduced ~500k loss.• Led a team of 4 to deal with 30% of whole claims and increasing claim efficiency, generated corresponding analysis reports to identify the distributions and sources of accidents, support decision making of risk preference.• Gather and assess requirements from business customers, coordinated with other teams in accordance with business initiatives to meet risk appetites, help company produced ~2.5m revenues

• Performed data cleaning and manipulation by Excel. Analyzed Allstate’s latest quotation fluctuations, classified price change reasons into systematical factors and unsystematic factors, identified the optimal quotation for existing customers by performing deep-dive into unsystematic factors and notified the customers, achieving 70%+ customer retention ratio.• Segmented 1000+ individual & family customers based on their demographics, Collected informations and requirements data to address and identify their needs; Quantified risks and customized quotations for various insurance portfolios (Auto, Life and Health, and Commercial), achieving 70%+ closing ratio and ~300 new customers every year (~40% of the new comers of the Agency)

Directly worked with the CEO, documented 20+ meeting notes, created and shared daily summaryreport to all stakeholders, enhancing the internal communication efficiency• Performed desk research regarding lightning cost for one potential investment property, analyzedtotal lighting cost and visualized the cost sensitivity analysis using excel model, providing data support for total construction cost forecasting and final construction scheme

Researched competitors of one Prudential’s newly launched insurance product in the Hong Kong market, conducted SWOT analysis and created competitor analysis slides, presented slides to 4+ product managers, providing insights for this product’s go-to-market strategy