Manager Insurance

Kavan Zhenyong Ho

Address: * ******** ****, #**-** (S) 309061

Contact: +65 90075098 (Mobile)

Email: *******@*******.***

Profile

I am a friendly, outgoing and passionate person who has exceptional communication and interpersonal skills. I am a confident, independent individual, who also thoroughly enjoys working and growing in a dynamic team environment. I specialise in dealing with clients and maintaining relationships with both internal and external stakeholders, and am driven to provide excellent client-focused service. I am consistently learning to expand my skills, and I believe I have the aptitude, personality and enthusiasm to contribute to the success of any business. Employment

December 2016 – Present National Australia Bank (NAB) / Mutual Life & Citizens (MLC) NAB - One of the four largest financial institutions in Australia in terms of market capitalisation and customers, MLC is National Australia Bank's wealth management partner providing investment, superannuation, insurance, and financial advice to corporate, institutional, and retail customers.

Account Manager – Corporate Superannuation

(Masterkey Business Super)

Managing, servicing and retention of a panel of top 200 premium high net worth client accounts in NAB / MLC Superannuation (over $200m funds under management)

Ensuring plan details and data are up to date, and performing various ad-hoc / monthly reporting to priority advisers and employers (Contributions reconciliations, transactions history, investor details)

Production of Policy Committee documents for platinum clients and registered Corporate Superannuation Network advisers

Coordinating escalations, event remediation and expectations on platinum plans with internal / external stakeholders

Coordinating changes at a corporate plan level, including plan mergers / splits and insurance designs

Ensuring that all stakeholder requests are acknowledged and adhered to within specified timeframes

Proactively managing risk and meeting all policy and compliance requirements, perform controls, adhering to procedures, escalating events, issues and breaches as identified February 2015 – December 2016 National Australia Bank / MLC Associate – Servicing and Transactions

(Masterkey Business SuperEzy)

Managing and assisting in the setup of new SuperEzy online clearing house platform accounts, and training (on and off site) for small to large employers nationally (over $50m funds under management)

Responsible for enabling clients to submit and manage superannuation obligations electronically via SuperEzy for Superstream compliance (Australian Taxation Office regulations), in particular with configuration of payroll files from extensive payroll systems including, but not limited to, MYOB, Chris 21, Micropay, Meridian for upload using Payroll Wizard

Reconciliation of incoming monies and contribution remittances, including processing refunds and conducting investigations

Ensuring proper compliance and completion of procedures and legal obligations in managing employer requests, and that all requests are handled in a timely manner / within specified deadlines

Attending to and resolving general / specific queries and issues for internal and external stakeholders, including specialising in building and maintaining lasting relationships to achieve targets

Selected member of the team providing dedicated customer focus for premium clients with high net worth

Coordinate and perform testing of updates and releases from SuperChoice (third party Clearing House) to ensure compatibility with NAB internal processes and systems

Nominated liaison between Superchoice and SuperEzy JIRA system providing external stakeholder relationship management

Active Operational Excellence implementation in daily work, including documenting problem solving and standard operating procedures / processes and continuous improvement

November 2014 – February 2015 National Australia Bank Wealth / MLC Team Member – Servicing and Transactions

(Masterkey Business Allocations)

Specialising in set up of new member / employee accounts for Masterkey Business Superannuation clients

Processing rollover of new member accounts into MLC

Proficiency in COMPASS Information and Client Relationship Management System March 2012 – November 2014 Cor Cordis Chartered Accountants Intermediate Insolvency Accountant

Providing professional insolvency and corporate restructuring services to business clients of various sizes and operational complexity

Specialising in investigative accounting, corporate insolvency (liquidations and voluntary administrations), litigation support, cash flow analysis and financial accounting

Conducting investigations and drafting work papers to support potential voidable transaction claims and potential insolvent trading claims against Company Directors

Presenting recommendations to senior managers and partners on the commerciality of pursuing potential insolvent trading claims

Review and analysis of financial accounts

Conducting onsite investigations into accounting controls and record integrity

Dealing with queries from creditors, debtors, employees and various other internal and external stakeholders in the corporate insolvency administration process and maintaining relationships

February 2011 – March 2012 Westpac General Insurance / BT Financial Group Senior Claims Consultant

Managed claims process after lodgement through to finalisation in a timely manner, including reviewing documents and payments, liaising with customers, suppliers, loss adjusters and other General Insurance departments

Use and proficiency in COMPASS and other systems including POLISY February 2010 – February 2011 Westpac General Insurance / BT Financial Group Customer Support / Payments Consultant

Assisting General Insurance Support team in handling all aspects of customer payments for Home, Credit and Loan Insurance Policies

Daily use and proficiency in various General Insurance applications, such as POLISY and GENISYS, and general banking systems like CIS and QUICKSTREAM, and recording of statistics using Microsoft Excel

Handling direct telephones calls and correspondence from both internal and external customers, prompt and satisfactory resolution of issues and queries within industry timeframes

September 2006 - June 2007 Singapore Power (SP Services Limited) Customer Relations Officer

Setting up, maintaining and terminating public energy utilities accounts for customers

Highly experienced in communicating to people of various backgrounds and ages, being first POC for customers

June 2004 - August 2006 Singapore Armed Forces

Commissioned Officer, 1st Lieutenant

Commissioned as an Armour Officer (2nd Lieutenant)

Managing and leading of large groups of personnel in combat training and administrative duties, including instilling structure and discipline

Communication, planning, management and teamwork skills, and working with different personalities and people of different backgrounds

Education

2009 Bachelor of Commerce, University of Sydney

(Majors in Accounting and Commercial Law)

CPA accredited accounting subjects

Extra-curricular activities

University of Sydney Singapore Society

Honorary Treasurer (2001)

Social Welfare Officer (2002)

Helensburgh Soccer Club

The Boys’ Brigade

Non-Commissioned Officer 47th Singapore Company

Awarded ‘Best Recruit’

Civil Defence Air Pistol team awarded 2nd place in state competition National Community Leadership Institute Singapore

Other Achievements

Letter of commendation from the manager and direct RM (Relationship Manager) in NAB MKBS Client Relationships

Letter of commendation from the manager in NAB MKBS Superezy

Mentor in National Australia Bank African Inclusion Program

Letter of commendation from the partner in Cor Cordis Chartered Accountants

Letter of commendation from the team manager in Westpac General Insurance / BT Financial Group

Letter of commendation from department manager in Mizuho Corporate Bank Ltd

Commissioned as an Armour Officer (2nd Lieutenant) in 2005

Promoted to 1st Lieutenant in 2006

Skills

Proficient in Microsoft Office

Working and co-ordinating in team environments

Able to speak and communicate with different people effectively

Strong interpersonal and customer-centric skills, specialising in building long term relationships

Languages

Written: English and Chinese

Spoken: Fluent in English, Mandarin, Cantonese and Hokkien Referees

Available on request

Contact this candidate