Evy Lim
Allianz Life & General Insurance Agent
Tanjong Tokong
Summary
With years of experience in the insurance industry, dedicated to helping individuals secure their health and financial future through comprehensive coverage. Actively engages with the community to raise awareness and support for important causes. Ultimate goal is to inspire others to take control of their time and create a brighter future for themselves and their families.
Overview
17
17
years of professional experience
2007
2007
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Life & General Insurance Agent
Allianz Life & General Insurance Malaysia Berhad
12.2022 - Current
- Provided clients with expert advice on life insurance, health insurance, and general insurance products to meet their needs.
- Assessed clients' financial situations, goals, and risks to recommend appropriate insurance coverage.
- Generated new business opportunities by reaching out to potential clients, building relationships, and maintaining a solid client base.
- Prepared and presented insurance proposals and quotations to clients.
- Handled the application process, including assisting clients with form completion and gathering required documents.
- Managed renewals, policy adjustments, and claims, ensuring timely processing and follow-up.
- Educated clients on the benefits of various insurance products and the importance of adequate coverage.
- Stayed updated on industry trends, product offerings, and regulatory changes to ensure the best service and compliance.
- Worked with insurance providers to negotiate terms, premiums, and benefits on behalf of clients.
- Participated in training sessions and professional development to enhance knowledge and skills in the insurance field.
Administrator
Stilts Design Sdn Bhd
02.2022 - 01.2023
- Managed daily office tasks, including answering calls, responding to emails, and organizing documents.
- Coordinated office supplies, monitored stock levels, and reported shortages.
- Handled general bookkeeping, invoicing, and document filing.
- Assisted with scheduling services like air tickets, cleaning, and office equipment maintenance.
- Processed sales quotations and invoices using accounting software.
- Managed supplier payments and followed up on project claims.
- Assisted with HR tasks, including staff claims, and prepared contracts and agreements.
- Joined in bidding projects and prepared quotations for clients.
Sales Manager
Bayview Hotel Georgetown Penang
12.2017 - 01.2022
- Company Overview: Industry Hotel / Hospitality, Specialization Hotel Management/Tourism Services, Role Management, Position Level Manager, Market coverage: - corporate, association, education & social segments
- Implement sales strategies to achieve sales target as determined by Director of Sales
- Consistently manage existing clients and secure new and potential clients to generate sales revenue
- Negotiate and close sales deals with prospective clients in a timely and effective manner
- Negotiate appropriate room rates and charges for function rooms for volume and regular clienteles
- Activities include participating on sales calls, entertainment, Wedding Expo, Trade Show etc
- Achieves personal sales goals and overall Sales Revenue
- Individual Sales 2019 (Event Only) - Total Sales RM962, 649
- Individual Sales 2018 (Room & Event) - Total Sales RM 1,985,541.10
- Industry Hotel / Hospitality, Specialization Hotel Management/Tourism Services, Role Management, Position Level Manager, Market coverage: - corporate, association, education & social segments
Assistant Sales Manager
Bayview Hotel Georgetown Penang
04.2015 - 12.2017
- Company Overview: Industry Hotel / Hospitality, Specialization Hotel Management/Tourism Services, Role Management, Position Level Manager, Market coverage: - corporate & social segments
- Assists with the soliciting and handling of sales opportunities
- Ensures business is turned over properly and in a timely fashion for proper service delivery
- Assists in leading all day-to-day activities related to sales with a focus on building long-term, value-based customer relationships that enable achievement of sales objectives
- Achieves personal sales goals
- Builds and strengthens relationships with existing and new customers to enable future bookings
- Develops relationships within community to strengthen and expand customer base for sales opportunities
- Industry Hotel / Hospitality, Specialization Hotel Management/Tourism Services, Role Management, Position Level Manager, Market coverage: - corporate & social segments
Senior Marketing Officer
Wisdom Life Advisors Sdn. Bhd.
07.2013 - 03.2015
- Company Overview: Industry Training Company, Specialization Training, Role Management, Position Level Officer
- Responsible for the production of events from conception through to completion
- Events include: exhibitions and fairs; conferences; fundraising and social events
- Researching markets to identify opportunities for events
- Liaising with clients to ascertain their precise event requirements
- Producing detailed proposals for events (e.g
- Timelines, venues, suppliers, legal obligations, staffing and budgets)
- Agreeing to and managing a budget
- Securing and booking a suitable venue or location
- Liaising with clients and designers to create a brand for the event and organising the production of tickets, posters, catalogues and sales brochures
- Coordinating suppliers, handling client queries and troubleshooting on the day of the event to ensure that all runs smoothly
- Calculate budgets and ensure they are adhered to
- Visit venue to plan layout of seating and decorations
- Schedule speakers, vendors, and participants
- Coordinate and monitor event timelines and ensure deadlines are met
- Negotiate and secure event space
- Work with printer and designer to develop event invitations
- Create invitee list
- Send out invitations and manage RSVP list
- Manage correspondence
- Coordinate event logistics, including registration and attendee tracking, presentation and materials support and pre- and post-event evaluations
- Keep inventory of backdrops, projectors, computers, and other display materials
- Industry Training Company, Specialization Training, Role Management, Position Level Officer
Event Sales Coordinator
Bayview Hotel Georgetown Penang
03.2011 - 07.2013
- Company Overview: Industry Hotel / Hospitality, Specialization Hotel Management/Tourism Services, Role Management, Position Level Coordinator
- To respond quickly and efficiently to all in-coming sales enquiries, by telephone, fax and email
- To follow up all enquiries, preparing proposals where necessary and facilitating showrounds with potential clients to show them our facilities
- Contracting bookings and raising invoices
- Co-ordinating all details for the client, including food and beverage, AV equipment, entertainment, themes etc
- Promotion of our facilities to new and existing clients through a pro-active approach
- Responding to and co-ordinating all internal meeting requests
- Assisting in implementing the sales strategy as set by the Sales manager, and in association with the contracted banqueting caterers; including strategies for encouraging repeat business and up-selling
- Assist with negotiations for space contracts and book event space, arrange food and beverage, order supplies and audiovisual equipment, make travel arrangements, order event signs, and ensure appropriate décor (florals, linens, color schemes, etc.) to meet the quality expectations of the alumni association
- Aggressively gather information on each project to achieve quality event productions
- Conduct research, make site visits, and find resources to help staff make decisions about event possibilities
- Create and revised room layouts for each event
- Propose new ideas to improve the event planning and implementation process
- Serve as liaison with vendors on event-related matters
- Assist with managing on-site production and clean up for events as necessary
- Prepare nametags, materials, notebooks, packages, gift bags, registration lists, seating cards, etc
- Close out all events as required
- Industry Hotel / Hospitality, Specialization Hotel Management/Tourism Services, Role Management, Position Level Coordinator
Assistant Restaurant Manager
Riverview Hotel Singapore
01.2008 - 03.2009
- Company Overview: Industry Hotel / Hospitality, Specialization Hotel Management/Tourism Services, Role Management, Position Level Assistant Manager
- Food and Beverage operation monitoring, inc
- Supervision of Lobby Bar, Coffee House, kitchen (in conjunction with Executive Chef)
- Co-ordinate all staffs to ensure smooth running of Events on shift
- Responsible for the effective organisation and smooth running of all Functions and daily operation at Coffee house and Lobby lounge
- Staff level control for Coffee house and Lobby lounge, issuing part-time staff requesting forms and responsible for accurate marking of staff punch cards
- Organising continuous on job staff training programme
- Customer liaison and complain handling
- Responsible for stock control and rotation
- Outlets Profit and Loss control, budgeting
- Menu and Beverage List design
- Floor and Operation planning for new renovated coffee house
- Responsible for pre-opening restaurant trial run
- Industry Hotel / Hospitality, Specialization Hotel Management/Tourism Services, Role Management, Position Level Assistant Manager
Sales Coordinator
Hotel Cititel, Penang
11.2007 - 12.2007
- Company Overview: Industry Hotel / Hospitality, Specialization Hotel Management/Tourism Services, Role Management, Position Level Coordinator
- Responsible for office coordination of all food and beverage event requirements and meetings
- Meeting with walk-in clients
- Based on clients need and requirements, raised the quotation for clients follow with Confirmation Letter to confirm their event, after confirmed then raised the Event Order for internal used
- Besides that, did the event follow-up with clients
- Assist guests to reserve function room, hotel room and etc…
- Ensure smooth running of events and functions
- Industry Hotel / Hospitality, Specialization Hotel Management/Tourism Services, Role Management, Position Level Coordinator
Education
Bachelor's Degree - Hospitality/Tourism/Hotel Management, Tourism Management
University Utara Malaysia (UUM)
Skills
- MS Powerpoint
- MS Word
- MS Excel
- Wishnet
- Visual One
- IVVY (Window based Information Systems)
- Social Tables Diagramming
Telephonenumber
(+60) 174615232
Preferredworklocation
Penang
Personal Information
- Age: 37
- Expected Salary: MYR 3,000.00
- Gender: Female
- Nationality: Malaysia
Certification
Certificate Examiniation in Investment-linked life insurance (Ceilli)
Timeline
PCEIA GEneral Insurance
06-2023
Life & General Insurance Agent
Allianz Life & General Insurance Malaysia Berhad
12.2022 - Current
Administrator
Stilts Design Sdn Bhd
02.2022 - 01.2023
Certificate Examiniation in Investment-linked life insurance (Ceilli)
06-2018
Sales Manager
Bayview Hotel Georgetown Penang
12.2017 - 01.2022
Assistant Sales Manager
Bayview Hotel Georgetown Penang
04.2015 - 12.2017
Senior Marketing Officer
Wisdom Life Advisors Sdn. Bhd.
07.2013 - 03.2015
Event Sales Coordinator
Bayview Hotel Georgetown Penang
03.2011 - 07.2013
Assistant Restaurant Manager
Riverview Hotel Singapore
01.2008 - 03.2009
Sales Coordinator
Hotel Cititel, Penang
11.2007 - 12.2007
Bachelor's Degree - Hospitality/Tourism/Hotel Management, Tourism Management
University Utara Malaysia (UUM)
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