Singapore
Client-focused insurance professional with experience in policy servicing, stakeholder coordination, and customer relationship management across financial consulting and customer success environments. Proven ability to support client communications, coordinate servicing processes, and manage cross-functional stakeholders in fast-paced settings. Holds multiple CMFAS certifications including M5, M9, M9A, HI, and General Insurance, with strong strengths in client servicing, operational coordination, and relationship management. Interested in opportunities within insurance broking, client management, account servicing, and insurance operations where I can continue to develop within the insurance industry.
Supported multiple client portfolios by coordinating meetings, documentation, and follow-ups to ensure smooth service delivery. Translated complex financial concepts into clear, actionable insights for clients, improving understanding and trust. Developed strong stakeholder management skills through relationship building, requirement analysis, and solution planning. Managed workflow tracking and process documentation to monitor progress and ensure timely deliverables. Collaborated with cross-functional teams to enhance workflow efficiency and improve client experience.
Assisted project engineers in coordinating with contractors, facility managers, and vendors to support integration timelines. Helped document testing results, maintenance reports, and system flowcharts to ensure clear communication between technical teams. Monitored data logging and troubleshooting progress to support smooth handover during project completion. Organized technical records and updated documentation for project reviews and upgrades.