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RESUME
Name Tang Caixin Major Finance Status At work
Gender Male University Sichuan University Qualification CET6
Address 111Lane Longju Rd Pudong District Shanghai Mobile 15821658886
Education B.A.(SUFE MBA Post Graduate) Born 1985/10/4 E-mail
304940179@qq.com
SELF DESCRIPTION
6 yr+ experience in data analyst, strong EXCEL technical skills and deep knowledge of insurance. Strong ability to analyze data
from primary and secondary sources, and proven ability to create simple, meaningful reports. Well organized and team orientated,
able to maintain effective performance under pressure
3 yr+ experience in agencies and brokers operation management
WORKING EXPERIENCE
1/2009 TO NOW Ping An Property & Casualty Insurance Company
Data Analyze: Facilitate quantitative analyses for the Key Customer, AR, Actuarial, Underwriting, Reinsurance and Finance
Provide analytical support with respect to aspects of insurance product mortality, longevity, and morbidity experience,
underwriting analytics, and claims analytics with the Property & Casualty and International lines.
Collect, review, and analyze data for quarterly experience studies or special projects, for example in the areas of pricing, reserving,
claims analyses, expense analyses, capital management.
Support work on identifying trends in data and/or producing financial projections as required - summarizing the results using
tables, charts and graphs, ensuring accuracy and relevance.
Support work on data analyses, handling big data and performing subsequent calculations using excel
Operation Management:Brokers and Agency Management
Participation brokers and agencies channel network building and management, conformity Pingan request for network building,
investigate, evaluate and analyses the ability of brokers and agencies, and evaluate channel partners' key customers, and
ARinsurance coverage etc key information.
Visiting brokers and agencies with sales team regularly. Following Pingan policy and implement tasks to help brokers and agencies
to solve actual difficulties and problems.
Be responsible for broker firm contract and AR collection
Checking the qualification of agency firm, supporting data for the Insurance Regulatory Bureau
Forecast
Responsible for department annual forecast Verification for BU annual budget
Assist the BU to collect the AR and reducing delinquency payment for accounts
Support the BU for bad debt collection
KPI Coordinator
Annual KPI goal setting for BU
Identify and analyze KPI from annual target setting by monthly and quarterly
Marketing
20112012 Key Accounts Annual Conference
Assists the Sales Manager to prepare promotional materials and information pamphlets.
Training for BU Sales Manager and VA
LANGUAGE SKILLS
Mandarin and English fluent in written and oral
QUALIFICATION
CET6  Driving license 
COMPUTER SKILL
Excellent in Microsoft Office software application skill esp. in Excel (ad hoc report via excel)
AWARDS
Tech Idol in Pingan (Talented in Excel)
简历
姓名:
汤偲鑫
专业:
金融学(双语)
状态:
在职
性别:
男
院校毕业 :
四川大学
言能力语 : 英语 6 级
家庭住址: 上海市浦东新区龙居路 111 弄 系联 电话: 15821658886
学位:
学士学位(上海
财大在读 MBA)
出生年月: 1985/10/4 子 箱电 邮 : 304940179@qq.com
自我 价评
6 年数据分析经验,有较强数据分析能力,能够从复杂数据中提取对应数据分析并形成报表;
3 年代理点(保险中介)管理经验,长期从事渠道管理工作,能够协助销售人员处理各种突发事件;
良好的抗压性,合理安排并按时完成工作。
工作经历
1/2009 至今
平安财产保险股份有限公司上海分公司
数据分析工作: 直 渠道、重客渠道及 保渠道 收、 保、客 数等数据 行分析对 销 银 应 续 户 进
应收数据分析:月度、季度、年度应收报表制作并进行分析,包括应收数额对比,应收账龄类别占比,应收率变化趋势,从分析中筛选需重点关
注机构及各机构中哪部分账龄应收需加强催收力度,有效降低渠道应收影响利润数额。
续保数据分析:月度、季度、年度续保报表制作并进行分析,包括续保率变化趋势,分险种续保情况,脱保客户原因分类,从分析中了解各机构
续保达成情况,有效提高渠道各机构续保成功率。
客户数分析:月度、季度、年度客户数报表制作并进行分析,包括承保客户保费及数量对比,有价值客户占比,渠道各机构客户数增减情况,从
分析中得出机构展业客户方向及类型,推动机构业务发展。
管理: 公司及代理公司 行管理运营 对经纪 进
负责对经纪公司及代理公司档案管理,系统内信息设置、每月保费经纪费对账,代理公司资质查勘、审核、保监局稽核数据采集,月度季度代理
点考核,剔除考核落后代理点。
算:预
每年初制作本部门预算案,包含本年重点工作总结,渠道应收、续保、客户数、保费等指标达成情况,明年重点工作内容及指标,部门所需费用
及权限支持;
审核各渠道三级机构预算案,对以下内容进行审核:本年重点工作,应收、续保、客户数、保费等指标达成情况,明年重点工作及指标。
KPI 制定与考核:
每年初根据公司发展方向及要求,制定三级机构销售人员 KPI 考核项目及制度,将公司本年目标分解至业务员层面,并在每月、每季度对三级
机构销售人员进行 KPI 考核得分计算。
会 主持:务
组织三级机构销售人员各类培训会议,宣导公司最新政策,筹备 2011 年、2012 年上海产险重要客户答谢会。
言能力语
流畅的英语书写能力和口语表达能力
格资 证书:
大学英语 6 级 驾照
基本技能:
微软 office 办公软件, 熟练使用 Word, Excel 以及 PPT 等软件;
得获 奖项:
平安财险上海分公司达人秀冠军(Excel 技能展示)

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Tangcaixin Resume

  • 1. RESUME Name Tang Caixin Major Finance Status At work Gender Male University Sichuan University Qualification CET6 Address 111Lane Longju Rd Pudong District Shanghai Mobile 15821658886 Education B.A.(SUFE MBA Post Graduate) Born 1985/10/4 E-mail 304940179@qq.com SELF DESCRIPTION 6 yr+ experience in data analyst, strong EXCEL technical skills and deep knowledge of insurance. Strong ability to analyze data from primary and secondary sources, and proven ability to create simple, meaningful reports. Well organized and team orientated, able to maintain effective performance under pressure 3 yr+ experience in agencies and brokers operation management WORKING EXPERIENCE 1/2009 TO NOW Ping An Property & Casualty Insurance Company Data Analyze: Facilitate quantitative analyses for the Key Customer, AR, Actuarial, Underwriting, Reinsurance and Finance Provide analytical support with respect to aspects of insurance product mortality, longevity, and morbidity experience, underwriting analytics, and claims analytics with the Property & Casualty and International lines. Collect, review, and analyze data for quarterly experience studies or special projects, for example in the areas of pricing, reserving, claims analyses, expense analyses, capital management. Support work on identifying trends in data and/or producing financial projections as required - summarizing the results using tables, charts and graphs, ensuring accuracy and relevance. Support work on data analyses, handling big data and performing subsequent calculations using excel Operation Management:Brokers and Agency Management Participation brokers and agencies channel network building and management, conformity Pingan request for network building, investigate, evaluate and analyses the ability of brokers and agencies, and evaluate channel partners' key customers, and ARinsurance coverage etc key information. Visiting brokers and agencies with sales team regularly. Following Pingan policy and implement tasks to help brokers and agencies
  • 2. to solve actual difficulties and problems. Be responsible for broker firm contract and AR collection Checking the qualification of agency firm, supporting data for the Insurance Regulatory Bureau Forecast Responsible for department annual forecast Verification for BU annual budget Assist the BU to collect the AR and reducing delinquency payment for accounts Support the BU for bad debt collection KPI Coordinator Annual KPI goal setting for BU Identify and analyze KPI from annual target setting by monthly and quarterly Marketing 20112012 Key Accounts Annual Conference Assists the Sales Manager to prepare promotional materials and information pamphlets. Training for BU Sales Manager and VA LANGUAGE SKILLS Mandarin and English fluent in written and oral QUALIFICATION CET6  Driving license  COMPUTER SKILL Excellent in Microsoft Office software application skill esp. in Excel (ad hoc report via excel) AWARDS Tech Idol in Pingan (Talented in Excel) 简历 姓名: 汤偲鑫 专业: 金融学(双语) 状态: 在职 性别: 男 院校毕业 : 四川大学 言能力语 : 英语 6 级
  • 3. 家庭住址: 上海市浦东新区龙居路 111 弄 系联 电话: 15821658886 学位: 学士学位(上海 财大在读 MBA) 出生年月: 1985/10/4 子 箱电 邮 : 304940179@qq.com 自我 价评 6 年数据分析经验,有较强数据分析能力,能够从复杂数据中提取对应数据分析并形成报表; 3 年代理点(保险中介)管理经验,长期从事渠道管理工作,能够协助销售人员处理各种突发事件; 良好的抗压性,合理安排并按时完成工作。 工作经历 1/2009 至今 平安财产保险股份有限公司上海分公司 数据分析工作: 直 渠道、重客渠道及 保渠道 收、 保、客 数等数据 行分析对 销 银 应 续 户 进 应收数据分析:月度、季度、年度应收报表制作并进行分析,包括应收数额对比,应收账龄类别占比,应收率变化趋势,从分析中筛选需重点关 注机构及各机构中哪部分账龄应收需加强催收力度,有效降低渠道应收影响利润数额。 续保数据分析:月度、季度、年度续保报表制作并进行分析,包括续保率变化趋势,分险种续保情况,脱保客户原因分类,从分析中了解各机构 续保达成情况,有效提高渠道各机构续保成功率。 客户数分析:月度、季度、年度客户数报表制作并进行分析,包括承保客户保费及数量对比,有价值客户占比,渠道各机构客户数增减情况,从 分析中得出机构展业客户方向及类型,推动机构业务发展。 管理: 公司及代理公司 行管理运营 对经纪 进 负责对经纪公司及代理公司档案管理,系统内信息设置、每月保费经纪费对账,代理公司资质查勘、审核、保监局稽核数据采集,月度季度代理 点考核,剔除考核落后代理点。 算:预 每年初制作本部门预算案,包含本年重点工作总结,渠道应收、续保、客户数、保费等指标达成情况,明年重点工作内容及指标,部门所需费用 及权限支持; 审核各渠道三级机构预算案,对以下内容进行审核:本年重点工作,应收、续保、客户数、保费等指标达成情况,明年重点工作及指标。 KPI 制定与考核: 每年初根据公司发展方向及要求,制定三级机构销售人员 KPI 考核项目及制度,将公司本年目标分解至业务员层面,并在每月、每季度对三级 机构销售人员进行 KPI 考核得分计算。 会 主持:务 组织三级机构销售人员各类培训会议,宣导公司最新政策,筹备 2011 年、2012 年上海产险重要客户答谢会。 言能力语 流畅的英语书写能力和口语表达能力 格资 证书: 大学英语 6 级 驾照
  • 4. 基本技能: 微软 office 办公软件, 熟练使用 Word, Excel 以及 PPT 等软件; 得获 奖项: 平安财险上海分公司达人秀冠军(Excel 技能展示)