Tracy Koo Yong Fook Konfortion

Company Activities: Insurance company (2021-2023)

• Risk assessment and management of specialty and financial risks within the specialty risks portfolio.
• Preparation, submission, recording and follow-up of quotations
• Liaising with reinsurance brokers and reinsurers to secure reinsurance support
• Recording and submission of instructions to Documentation and Policy Processing
• Monitoring of existing clients' accounts
• Provision of technical guidance and assistance to internal and external customers
• Prompting growth, upselling and business acquisition

Company Activities: Insurance company (2019-2020)

• Review of underwriting information and instructions
• Data processing in the system
• Prepare, re-draft, verify and submit policy documents
• Provide technical guidance and assistance to internal customers
• Assist in the monitoring of processing workload
• Assist in process improvement
• Monitoring of conversion rate, renewal retention rate and renewal protocol, lost accounts, deliverables and assist in process improvement
• Risk assessment and management
• Prepare, submit, record and follow-up of quotations
• Record and submit instructions to Documentation and Policy Processing

Company Activities: Insurance company (2018-2019)

• Completed day-to-day duties accurately and efficiently.
• Provided support and guidance to colleagues to maintain a collaborative work environment.
• Updated and maintained databases with current information.
• Prioritized and organized tasks to efficiently accomplish service goals.
• Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
• Assisted with customer requests and answered questions to improve satisfaction.

Company Activities: Insurance company (2018)

• Assisted with customer requests and answered questions to improve satisfaction.
• Updated and maintained databases with current information.
• Provided support and guidance to colleagues to maintain a collaborative work environment.
• Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.

Company Activities: Banking (2017-2018)

• Ensured accurate data entry into the banks' computer system.
• Collaborated with other departments in order to resolve customer disputes.
• Developed and maintained a comprehensive database of client information for personalized service delivery.
• Assisted customers with online banking setup and troubleshooting issues.
• Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
• Maintained records of customer transactions.

Company Activities: Wholesale & Retail business (2015-2016)

• Developed administrative team to support corporate growth and objectives.
• Organized and maintained filing systems for confidential documents, correspondence, and reports.
• Monitored email accounts regularly and responded appropriately within established timeframes.
• Negotiated contracts with vendors, securing favorable terms and cost savings.
• Processed invoices and payments using accounting software programs such as QuickBooks

Company Activities: Advertising (2014-2015)

• Negotiated contracts with vendors, securing favorable terms and cost savings.
• Developed administrative team to support corporate growth and objectives.
• Performed data entry tasks including entering financial transactions into the company's accounting system.
• Developed and implemented administrative procedures to improve operational efficiency.
• Processed invoices and payments using accounting software programs such as QuickBooks or Pastel Evolution.

Company Activities: Private Club company (2012)

• Handled accounts payable and receivable, including invoicing and payment processing.
• Processed customer payments accurately and promptly.
• Reconciled bank accounts on a daily basis.
• Maintained accurate records of financial transactions.
• Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.