Loh Shih Lie
Puchong
Summary
I want to be part of your esteemed company and would want to offer my experiences to further enhance my own capabilities while sharing knowledge and experiences with your esteemed company. Professional client relationship specialist with strong focus on team collaboration and achieving results. Adept at managing client expectations, fostering long-term partnerships, and delivering impactful solutions. Skilled in communication, conflict resolution, and adapting to changing needs, ensuring reliability and trust. Recognized for strategic thinking and results-driven approach that aligns with business objectives.
Overview
14
14
years of professional experience
2
2
Certifications
Work History
Client Relationship Manager
AIA Berhad
05.2024 - 01.2025
- Managed regional key accounts across Asia Pacific, ensuring delivery of excellent products and services.
- Acted as lead point of contact for multinational pooling and captive clients, coordinating with local entities and intermediaries as well as brokers.
- Developed strategic initiatives to grow business portfolios, including up-sell opportunities and renewals.
- Presented claims analytics, and pooling financial report result to regional stakeholders, supporting data-driven decision-making for the regional client.
- Coordinated marketing activities such as brochures, newsletters, and client events to strengthen engagement.
- Regional Group Corporate Solutions, MNC Broker Asia Pacific
Intermediary Relationship Manager
AIA Berhad
12.2019 - 08.2022
- Strategic Account Partnership and deepening the relationships with brokers to drive corporate portfolio growth and revenue generation.
- Led renewal negotiations and strategy planning to improve policy persistency and client retention.
- Cross-Functional Coordination with underwriting, finance team, setup team and compliance, all internal teams to deliver customized and competitive insurance solutions.
- Identified upsell and cross-sell opportunities across corporate accounts to maximize client lifetime value.
- Acted as key liaison between brokers and internal stakeholders to ensure seamless service delivery.
- Provide client insight focus on monitored portfolio performance including premium growth, claims ratio, and business retention metrics.
- Corporate Solutions Division, Broking Channel
- Key Achievement:
- Managed a portfolio of broker partners, persistency growth the portfolio and contributing to consistent premium growth and new business acquisition. One of the Client Johor Corporation managed win the tender and renewed at the subsequent year, Premium size RM 4millions.
- Improved client retention rates by executing strategic renewal planning and proactive engagement through the client insights.
- Supported successful placement of corporate Employee Benefits cases through competitive proposal structuring.
- Strengthened broker relationships, increasing business flow and engagement levels.
- Coordinated cross-functional teams to ensure timely delivery of proposals and client servicing excellence.
Client Management
AIA Berhad
08.2017 - 12.2019
- Operated as the primary point of contact for corporate clients, ensuring smooth renewal of employee benefit medical and term life plans.
- Achieved high client retention rates by proactively managing renewals, resolving escalations, and maintaining long-term partnerships.
- Negotiated renewals with corporate clients, ensuring client retention and satisfaction.
- Spearheaded timely renewals of employee benefit policies across multiple regions.
- Established and nurtured relationships with agency units, corporate agents, and financial advisors to strengthen trust and retention.
- Conducted joint field meetings with HR and Finance Managers to understand client needs and deliver tailored benefit solutions.
- Collaborated with internal teams (claims, underwriting, billing, compliance, healthcare, policy setup) to resolve service issues and ensure timely payment collection.
- Delivered cost and utilization reports, providing clients with data-driven insights to support benefit decisions.
- Partnered with intermediaries to prepare tender proposals and design customized policy setups for corporate clients.
- Conducted branch visits and product briefings to motivate agents and align sales targets.
- Corporate Solution Division, Agency and Corporate Agency Channel
Business Development Manager
Standard Chartered Bank
01.2012 - 07.2017
- Secured multimillion loan drawdowns by identifying and acquiring new SME clients.
- Negotiated contracts and ensured compliance through collaboration with legal teams.
- Cross-sold financial products, enhancing revenue growth and fostering client loyalty.
- Managed SME business operations in corporate unsecured lending division.
Mortgage Specialist
Standard Chartered Bank
01.2011 - 12.2012
- Served as primary liaison among developers, agents, and clients, facilitating efficient mortgage application processes.
- Conducted client briefings on home financing options, offering guidance that fostered trust throughout loan journey.
- Collaborated with credit approval teams and legal departments to ensure compliance and timely loan disbursement.
- Achieved high approval rates by closely monitoring applications and proactively resolving issues before escalation.
- Provided regular updates and maintained communication with clients, enhancing satisfaction and loyalty.
- Delivered courtesy updates and maintained ongoing communication with clients, reinforcing satisfaction and loyalty.
- Commercial and Residential Secured Lending Division
Education
Bachelor Degree - Accounting and Finance
Segi University
01-2010
Diploma - Accounting
Segi College
01-2006
SPM - undefined
SMK Ketari
01-2004
Skills
- Proficient in English, Malay, Mandarin and Cantonese
- Computer – UBS system, Oracle, Microsoft office 365, Word, Excel, Power Points, CRM system, Intelligent BI Tools, Microsoft Dynamics 365
- Client satisfaction-driven
- Relationship building and management
- Customer engagement
- Business analysis
- Client retention strategies
- Problem-solving aptitude
- Presentation development
Certification
PCE, CEILI and FIMM
Timeline
Client Relationship Manager
AIA Berhad
05.2024 - 01.2025
Intermediary Relationship Manager
AIA Berhad
12.2019 - 08.2022
Client Management
AIA Berhad
08.2017 - 12.2019
Business Development Manager
Standard Chartered Bank
01.2012 - 07.2017
Mortgage Specialist
Standard Chartered Bank
01.2011 - 12.2012
Diploma - Accounting
Segi College
SPM - undefined
SMK Ketari
Bachelor Degree - Accounting and Finance
Segi University