Insurance Life
Resume:
Qingdi Zhao
Email: *********@********.***
Address: *** ****** ******
City: New York
State: NY
Zip: 10007
Country: USA
Phone: 646-***-****
Skill Level: Entry
Salary Range: 40
Willing to Relocate
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
Qingdi Zhao
101 Murray Street, New York, NY
******.****@*****.***
EDUCATION
St. John`s University, School of Risk Management
Master of Science in Management of Risk (GPA: 3.5)
New York, NY
05/2012
Capital University of Economics and Business
Bachelor of Economics in Insurance (GPA: 3.6)
Beijing, China
07/2010
WORK EXPERIENCE
AXA Equitable Life Insurance Company
Financial Intern at AXA Financial Advisors
New York, NY
02/2012-Present
*Assisted in the daily operation of financial planning practice and securities portfolio evaluation (based on MorningStar advisor workstation and Standard & Poors stock research reports)
*Calculated clients` risk preference score and analyzed clients` investment portfolios
Caterpillar Financial Services Corporation
Staff Underwriting Intern at Insurance Underwriting Department
Nashville, TN
05/2011-07/2011
*Participated Global Rental Strategy (6-Sigma Project) and conducted battlefield data analysis
*Participated EPP-China program and assisted 2012 CAT insurance pricing strategy research
*Analyzed equipment quotation information and involved into Staff Underwriting Auditor training
First Class Group Inc.
Property Insurance Intern at Underwriting Department
New York, NY
11/2010-03/2011
*Assisted in evaluating risk exposure amount and setting up the property insurance premium
*Inspected risk unit information and updated related information in the Oracle system
Volkswagen Finance (China) Co., Ltd
Financial Intern at Customer Care Department
Beijing, China
08/2009-09/2009
*Updated clients information in Temenos T24 system and resolved questions raised by clients and agents
*Participated in department meetings and proposed suggestions in working efficiency discussion
Allianz China Life Insurance Co., Ltd
Exclusive Allianz Life Insurance Agent
Beijing, China
06/2009-07/2009
*Participated in Allianz marketing agent training and passed the Allianz insurance agent examination
*Recommended Allianz life insurance and employee health plan to business client
Caterpillar (China) Financial Leasing Co., Ltd
Financial Intern at Customer Relations Department
Beijing, China
07/2008-08/2008
*Updated clients information in Oracle system and drafted installment payment schedule
*Participated in projects about work process simplification and document computerization
CERTIFICATES
Candidate of Chartered Property Casualty Underwriter (CPCU)
07/2012
Certificate for Insurance Agency
06/2009
Certificate of Professional Accountant (China)
03/2008
HONORS
University Representative of Risk and Insurance Management Society Annual Conference
05/2011, 04/2012
C.V. Starr Scholarship (St. John`s University, School of Risk Management)
09/2010
First Prize in College Insurance Knowledge Competition
04/2009
Second Prize of Semi-final in 2008 Global Management Challenge
01/2009
VOLUNTEER EXPERIENCE
Project CURE
Nashville, TN
*Prepared medical supplies to third world countries based on needed
Beijing Olympics Games
Beijing, China
*Offered emergency information and language translation services to tourists
SKILLS
Computer Skills: MS Office Suite, SAS, SPSS, @Risk, Oracle, VFP Database and MorningStar Workstation
Language Skills: Chinese (Mandarin)
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