LI WILLIAM KA FAI
Calgary,Alberta
Summary
I had over 15 years working experience of customer service and system testing in life insurance industry. I study a Hospitality diploma with Co-op in Canada with study permit and Co-op work permit. I am seeking a part time or full time job with ProServe Liquor Staff Training of AGLC and completed 9/11 of AHLEI, I can now legally work in Canada
Overview
15
15
years of professional experience
1
1
Certification
Work History
UAT Tester
BOC Group Life Assurance Co. Limited
07.2023 - 01.2024
- Support Finance UAT testing
- Draft and prepare test scripts
- Test execution
- Maintain testing documentation
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
Testing Manager
FWD Life Insurance Company (Bermuda)Limited
01.2023 - 07.2023
- Lead and prepare SIT / UAT test plan and manage test execution and documentation to ensure completeness and traceability
- Coordinate and manage the availability of the SIT / UAT environments
- Coordinate with IT and user team on deployment arrangement
- Coordinate with IT PMO to communicate with external parties
- Ensure project documents are in accordance with the Company’s requirements and corporate objectives and adhere to scope, schedule and budgets, all within the PMO framework
Ambition Technology Services Team
07.2022 - 01.2023
- Support AEON Finance company UAT testing
- Draft and prepare test scripts
- Test execution
- Maintain testing documentation
Assistant Manager
China Life Insurance (Overseas) Company Limited
02.2019 - 07.2022
- Support on Customer Service projects
- Drive and support new initiatives and assigned projects to enhance customer experience and uplift operation efficiency
- Prepare user requirements and test plans based on project requirements
- Execute test case and monitor UAT progress to ensure the project deadline can be met
- Work closely with parties including user, operations, IT to ensure effective project implementation
Senior Project Officer, New Business
FWD Life Insurance Company (Bermuda)Limited
08.2016 - 02.2019
- Participate, lead and coordinate in the product development cycle and system enhancement/ upgrade by preparing User Requirements & Test Plan, performing UAT from the underwriting perspective.
- Assist to review and update the underwriting guidelines and procedures from time to time so as to ensure they are competitive and of quality standard
- Support system and process GIO and non-med cases in Month end
- Contact with Medical Centre for re-view contract, Vendors for forms printing
- Operations/procedures manual update
- Arrange monthly meeting and prepare new product guideline to underwriter
- Arrange training for submit application by I-channel to agent
Senior Operations Service Advisor
American International Assurance Hong Kong, Operations Service Centre
04.2014 - 08.2016
- Major handle enquiry from agent, work in counter services
- Build up relationship with agencies and collect their feedback for continuous improvement in Operation Service Centre
- Enhance POS, underwriting and claims to handle agents enquiries to support daily operations at service centre
Business Retention Consultant
Zurich Life Insurance (Hong Kong), Business Retention Team
04.2013 - 04.2014
- Involve 100%Post Sales Call Project, effective on 1 July 2013
- Outbound service for post sales call, full surrender, pipeline chasing serving call
- Issue outgoing letter to customer if necessary
- Reply e-mail to client or broker for follow up
Customer Service Officer
Zurich Life Insurance Company Limited, Customer Service
09.2012 - 03.2013
- Handle inbound from customer and agent enquire policy coverage, payment and pending
- Outbound service for post sales call, complete monthly report
- Issue outgoing letter to customer if necessary
Service Executive
American International Assurance Company (Bermuda) Limited, Operations Service Centre
12.2011 - 09.2012
- Major handle enquiry from agent, work in counter services
- Build up relationship with agencies and collect their feedback for continuous improvement in Operation Service Centre
- Enhance POS, underwriting and claims to handle agents?enquiries to support daily operations at service centre
Customer Service Representative
AXA China Region Insurance Company Limited, Customer Retention, Lapse Team
06.2010 - 12.2011
- Handle customer for policy reinstatement
- Outbound service for overdue payment and achieve target
- Cross team support underwrite department for capture new business
- Knowledge of AS400
Customer Service Representative
AXA China Region Insurance Company Limited, Customer Retention, Customer Care Centre
09.2008 - 05.2010
- Handle inbound customer enquire policy detail, payment and claim process
- Outbound service for post sales call, policy changes and achieve target
- Cross team support underwrite department for capture new business
- Knowledge of AS400
Education
Hospitality Management Diploma With Co-op - Hospitality
Create Career College
Vancouver, BC06.2025
Bachelor of Business Studies - Management
National University of Ireland, Dublin
01.2007
Diploma of Business -
Royal Brisbane International College of Australian
01.2004
Skills
- Manual Testing
- Functional Testing
- Product Testing
- Test Planning
Languages
English
Limited Working
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Limited Working
Certification
AGLC - ProServe Liquor Staff Training
AHLEI - completed 9/11
Timeline
UAT Tester
BOC Group Life Assurance Co. Limited
07.2023 - 01.2024
Testing Manager
FWD Life Insurance Company (Bermuda)Limited
01.2023 - 07.2023
Ambition Technology Services Team
07.2022 - 01.2023
Assistant Manager
China Life Insurance (Overseas) Company Limited
02.2019 - 07.2022
Senior Project Officer, New Business
FWD Life Insurance Company (Bermuda)Limited
08.2016 - 02.2019
Senior Operations Service Advisor
American International Assurance Hong Kong, Operations Service Centre
04.2014 - 08.2016
Business Retention Consultant
Zurich Life Insurance (Hong Kong), Business Retention Team
04.2013 - 04.2014
Customer Service Officer
Zurich Life Insurance Company Limited, Customer Service
09.2012 - 03.2013
Service Executive
American International Assurance Company (Bermuda) Limited, Operations Service Centre
12.2011 - 09.2012
Customer Service Representative
AXA China Region Insurance Company Limited, Customer Retention, Lapse Team
06.2010 - 12.2011
Customer Service Representative
AXA China Region Insurance Company Limited, Customer Retention, Customer Care Centre
09.2008 - 05.2010
Hospitality Management Diploma With Co-op - Hospitality
Create Career College
Bachelor of Business Studies - Management
National University of Ireland, Dublin
Diploma of Business -
Royal Brisbane International College of Australian
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