Haosong Xin
Richmond,BC
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
11
11
years of professional experience
Work History
Insurance Manager
Alpha Financial Service
12.2020 - 11.2021
- Collaborated with cross-functional teams to develop new insurance products tailored to specific target markets.
- Maintained strong relationships with key industry partners, leading to valuable networking opportunities and advantageous collaborations.
- Oversaw day-to-day operations of the insurance department, making strategic decisions regarding staffing levels, resource allocation, budgeting, and growth opportunities.
- Facilitated clear communication between clients, underwriters, adjusters, legal counsel, and other relevant parties during complex claims resolution processes.
- Increased customer retention rates through proactive policy reviews and personalized coverage recommendations.
- Conducted regular performance evaluations for staff members, offering constructive feedback and identifying areas for professional development opportunities.
- Improved client satisfaction by streamlining insurance claim processes and enhancing communication channels.
Assistant Manager of Retail Financial Product
BMW Financial Services
04.2016 - 10.2020
- Design retail finance and leasing campaign products to boost the OEM's target model sales performance
- Supervised day-to-day product performance to meet quality and service expectations.
- Assisted in budget preparation, ensuring alignment with financial goals.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
- Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
Insurance Specialist
BMW Financial Services
10.2010 - 03.2016
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Evaluated competitors' products and services to gain competitive advantage.
- Designed presentations and marketing materials to promote insurance products.
- Monitored customer feedback and identified areas of improvement.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Analyzed customer needs to provide customized insurance solutions.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Ensured regulatory compliance through diligent monitoring of company practices and adherence to guidelines.
Education
Diploma - Insurance
University of International Business And Economics
BeijingDiploma - Electrical & Mechanical
Beijing Polytechnic College
BeijingSkills
- Risk analysis
- Willing to learn
- Teamwork
- Teamwork and collaboration
- Customer service
- Reliability
- Critical thinking
Languages
English
Professional Working
Timeline
Insurance Manager
Alpha Financial Service
12.2020 - 11.2021
Assistant Manager of Retail Financial Product
BMW Financial Services
04.2016 - 10.2020
Insurance Specialist
BMW Financial Services
10.2010 - 03.2016
Diploma - Insurance
University of International Business And Economics
Diploma - Electrical & Mechanical
Beijing Polytechnic College
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