# Prepared and hosted department meeting weekly; making PowerPoint presentation and guiding flows
# Kept strong relationships with regular customers; increasing customer loyalty and repeat business
# Maintained strong sense of goals by meeting monthly sales KPI; selling over 1,500 RMB in premium per month on average

PICC Life Insurance Co., Ltd.

Insurance Broker

Customer service

Communication Skils

public presentation

MS Office tools

Contract - Insurance Broker

Harbin, China

Bachelor of Econimics (Financial Engineering)

Harbin University of Commerce

# Kept ongoing administrative support; arranging papers, preparing meetings and fast delivery of needs
# Recorded daily client service information with Excel and wrote weekly KPI report of investment team
# Provided passionate telemarketing; promoting wealth management APP to over 60 clients per day
# Provided timely phone enquiry service; answering customers’ calling and giving feasible solutions

Huaxi Securities Co., Ltd.

Team Assistant & Cold Caller

I am Claire Zeng, a current postgraduate from UNSW Business School. I am studying Master of Financial Analysis which includes both accounting and finance courses.

There are three key words to conclude me: thoughtfulness, persistence and braveness. I like to consider details before making careful decisions, after which I stick to my whole plan to achieve my target, although sometimes adjustments are necessary in practice. And I am courageous enough to embrace new things and face problems directly in my life and study.

Kensington

Master of Financial Analysis  

University of New South Wales (UNSW)

# Developed organizing skills; scheduling reasonable class timetable for 5 full-time teachers
# Guaranteed fast and flexible administrative support to teachers and students; copying, filing, recording teaching process and replenishment of teaching tools
# Managed enquiry service; calls, emails and face-to-face enquiries
# Provided after-class assignments tutoring to 10 students aging from 16 to 25

 Louis School English Training Institution

Administration & Teaching Assistant

# Offered effective client services; responding to loan enquiries and guiding loan processing
# Completed credit rating of borrowers; evaluating 2 firms’ eligibility for loan and writing rating reports
# Supervised clients’ financial conditions; controlling credit risk through clients’ financial statements

Claire Zeng / Contract - Insurance Broker

Insurance Broker

PICC Life Insurance Co., Ltd.

Progress

Skills