Shiau Yin Kee
Petaling Jaya, Selangor
Summary
Proven Insurance Agent and Senior Mortgage Specialist with a track record of fostering client loyalty and expanding client bases, notably at Manulife Insurance (M) Berhad. Skilled in customer service and licensed insurance, I excel in developing personalized solutions that drive satisfaction and retention. Achieved high customer retention through exceptional relationship management, underscoring a commitment to professionalism and ethics.
Overview
22
22
years of professional experience
Work History
Insurance Agent
Manulife Insurance (M) Berhad
Kuala Lumpur
08.2019 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
Insurance Agent
Hong Leong Assurance Berhad
Petaling Jaya, Selangor
04.2006 - 08.2019
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Approached potential clients by using direct marketing mailings and phone contacts.
Senior Mortgage Specialist
Hong Leong Bank Berhad
Petaling Jaya, Selangor
07.2006 - 06.2007
- Achieved high customer retention rate through exceptional relationship management and personalized service.
- Enhanced team productivity by mentoring junior mortgage specialists and sharing best practices.
- Provided comprehensive financial guidance to clients, recommending suitable mortgage products based on their needs and goals.
- Collaborated with real estate agents to establish referral networks, fostering mutually beneficial partnerships.
- Assisted clients in navigating complex mortgage documentation, ensuring a smooth application experience from start to finish.
Product Manager
Jardine OneSolution
Petaling Jaya, Selangor
09.2002 - 07.2006
- Developed product documentation to communicate upcoming features and products to internal teams.
- Collaborated with sales teams to develop effective training materials that drove increased product knowledge among staff members, resulting in higher close rates.
- Launched successful products by conducting thorough market research and identifying customer needs.
- Analyzed competitive landscapes to identify market opportunities, informing strategic business decisions.
Education
Bachelor of Business - Information Technology
La Trobe University
04.2021
No Degree - Estate Planning
Estate Planning Practitioners Limited
02.2015
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
Timeline
Insurance Agent
Manulife Insurance (M) Berhad
08.2019 - Current
Senior Mortgage Specialist
Hong Leong Bank Berhad
07.2006 - 06.2007
Insurance Agent
Hong Leong Assurance Berhad
04.2006 - 08.2019
Product Manager
Jardine OneSolution
09.2002 - 07.2006
Bachelor of Business - Information Technology
La Trobe University
No Degree - Estate Planning
Estate Planning Practitioners Limited