Key Achievement: • Increased 44% user adoption for Allianz insurance app via strategizing and leading the implementation of UX optimization stream. • Leading the launch of mobile responsive Allianz insurance site, ensuring UX is optimized and product is launched timely. Experiences & Responsibilities: • Coach & onboard Allianz outreach teams by developing an onboarding guide and provide access and trainings for all tech tools. • Increase operational efficiency and de-risk data errors by developing and executing data automation projects. • Optimized UX&UI for 4 digital products via conducting ethno research, identifying pain point solutions, and managing the implementation of optimization projects. • Conduct QA testings for all digital products to ensure successful product launches. • Manage debug sessions across business, design, product and engineering to ensure all bugs are solved.

• Developed and executed the CEO’s overall communications plan to support the business strategy, priorities, and visions. • Maintained customer relationships via conducting client visits with product and/or project updates to drive up customer retention and satisfaction. • Managed monthly revenue service line reports & coordinated external & internal depts’ operations to align on goals & priorities.

• Developed and managed client’s investment portfolio and/or retirement plan via in-depth analysis on insurance, bonds, stocks, other investment products and client’s risk tolerance. • Increased 15% sales performance in 6 months via personalizing investment product recommendations based on clients financial status changes, analyzing new financial products and ROI forecast. • Achieved first place on selling travel insurance products in the wealth management branch. • Increased 50% credit card sales in 2 months via cross-selling when conducting client on-site visits. • Conducted and presented in-depth analyses to all staff on market trends, developed daily conversation guides that facilitated client conversations, driving up sales conversions.