白同学伦敦政治经济学院风险与金融硕士

学员背景

  • 本科学校:

    上海财经大学

  • 本科专业:

    保险学

  • GPA:3.8 | 4分制
  • 背景提升:如何提升背景?
  • 主要经历:
    WORK EXPERIENCE
    Mercer Consulting (China) Ltd. Health&Benefits Department October 2019-Present
    l Attended meetings with clients, recorded their requirements and assisted in managing project progress and timeline.
    l Participated in the research of “Employee Satisfaction with Flexible Benefits”, used SQL to extract project-related information, analysed
    the data, wrote an analysis report and made specific plans in the next stage.
    l Used excel to clean and process monthly and annual data, and made insurance and payroll reports.
    l Calculated the company’s flexible benefits annual participation, analysed the causes and trends, gave relevant suggestions and made a ppt.
    Unilever Service (Hefei) Co., Ltd. Shanghai Branch Finance Department April 2019-June 2019
    l Online reviewed supplier invoices and supporting documents, and completed SAP system information verification, data archiving, and
    email notification.
    l Offline received supplier's paper invoices and vouchers, completed financial system registration upload, and coordinated with payment
    department.
    l Reviewed the accounting records, completed the invoice deduction, and dealt with daily return invoice and supplier propaganda.
    l Assisted in processing the supplier financial inquiry letter, answering questions and replying letters.
    l Conducted financial document preparation and binding, as well as other financial coordination matters required by the superior leadership.
    Industrial and Commercial Bank of China Jinniu Branch Personal Loan Department January 2019-February 2019
    l Assisted the staff to guide the clients to fill out the personal loan application form and collected the required materials.
    l Reviewed whether the information is complete and correct, affixed the official seal, and organized the materials in the prescribed order.
    l Divided clients into different groups according to their age, salary, marital status, etc., calculated the corresponding risk, and decided
    whether to approve the loan.
    l Assisted in printing the loan certificate of the provident fund loan and calculated the corresponding interest rate.
    Taiping Life Insurance Co., Ltd Innovation and Development Department July 2018-August 2018
    l Filtered and sorted original policy data, categorized the clients based on their preferences and sensitivities to prices, developed diversified
    pricing strategies to provide customized insurance plans.
    l Assisted in promoting the application of artificial intelligence technology in the area of insurance and settlement of claims, and ultimately
    achieved “immediate claim” on insurance policy.
    l Collected and summarized pertinent suggestions for insurance products, and passed on customers’ needs to product developers.


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