Shanghai, China
Young-Founder of Kids Fashion Business Work With Philanthropic Foundations Concentrated On Sustainability & ESG Pre-Actuarial Analyst Experience Graduated From Columbia University & LSE
1. Lead Multi-Channel Test via SQL and R for direct mail and digital marketing sources: - Apply the concept of Design of Experiment (DoE) to test process - Design the test plan, audience base data cleaning and construction, substantiate results, implement regression analysis and present to analytics committee and senior management - Enhance the cross-sources touchpoints in the top funnel and customer engagement strategies 2. Design and lead the AB Lift Test and Leakage Test on direct mail broad market campaign: - Implement direct mail control/treatment groups and cross-channel leakage test via SQL - Analyze and compare response rates, yield rates, the incremental cost per sale and policy life expectancy within direct and across multiple marketing channels 3. Evaluate Super Agents' profit-sharing strategies and policyholders' segmentation analysis: - Analyze persistency/retention, loss ratio - Initiate demographic segmentation analysis and trend comparison - Improve Super Agents' business portfolio and partnership 4. Build an automated monthly forecast model and budget plan for Super Agents: - Apply Time Series and Credibility Theory in the projection model - Provide recommendations to support profitable growth 5. Initiate screening on prospect audiences via Python for the expansion of specific book of business: - Build a Tableau dashboard to monitor monthly production, retention and other KPIs - Identify trends and emerging issues - Communicate with actuarial, product and finance teams to explore potential opportunities
1. Build an automated product dashboard via VBA for sales performance analysis based on conversion rate, retention, persistency, and KPIs prior to rate change for current personal auto insurance product; 2. Perform data extraction, cleaning and visualization on previous and current policyholders using SQL and Tableau for direct channel production monitorization and business optimization; 3. Analyze 3+ years policyholders' data and conduct profitability evaluation on loss ratio, combined ratio and growth rates for different market segmentation, underwriting tiers and lead presentation to Product Management and Marketing Department; 4. Assist in premium trend calculation and rate filling exhibits to DOBI (State of New Jersey Department of Banking and Insurance) for personal auto base rate approval; 5. Coordinate with Marketing Department and Reserving team to gain a strong understanding of insurance concepts and terms, such as indications, the dynamic billing process, and IBNR studies;