JIAQI ANNIE YANG
Auckland
Summary
Driven, versatile, and skilled professional seeking a progressive career role within an innovative and collaborative environment. Bilingual professional with a Bachelor of Science in Data Science and strong experience in compliance, risk analysis, and customer service. Demonstrates excellent interpersonal and communication skills, fostering productive collaborations across teams and stakeholders. Maintains composure under pressure, with a strong ability to learn and adapt quickly in any team environment.
Overview
1
1
year of professional experience
Work History
Manager Assistant
Insurance Success
08.2024 - Current
- Prepared compliance documents (e.g., client booklets, engagement scopes, analysis) with 100% accuracy, ensuring regulatory compliance.
- Facilitated claim and pre-approval submissions, including coordinating medical documentation like referral letter from GP, medical notes.
- Generating quotes for various types of insurance and companies, improving client satisfaction.
- Communicating with insurance company to solve clients issues, including arrears, upload deduct bank account, benefit alteration.
Risk Assistant Internship
Global Wave Group
04.2024 - 06.2024
- Monitored global currency movements and analyzed market trends.
- Analyzed clients' MT4 trades, including entry and exit positions and analytical trading styles, to determine and report any illegal trading activities.
- Opened and managed test accounts for clients, enabling them to conduct test trades efficiently upon request.
- Successfully completed various reports as requested by supervisors, including slippage reports, client trading reports, and conducting simple analysis when needed.
Sales Support
Healthy n Fresh
01.2024 - 04.2024
- Cooperate with supply, sales and hit and exceed our everyday target.
- Compiling a daily list of sales leads, delegating leads to the sales department and providing sales data and guides to the sales department.
- Managing accounts, following up with clients administrate purposes, and providing troubleshooting assistance for orders, account statuses, and other problems.
- Creating and processing orders in a timely manner, processing request for rush orders and reviewing pending orders and customer request to ensure customers satisfaction.
- Reporting any usual activities to manager.
Education
Bachelor of Science - Data Science
University of Auckland
07.2023
Skills
- Problem Solving
- Customer Service
- Time Management
- Administrate Management
- Risk Analysis
- Teamwork and Collaboration
- Communication
- Self-learning
Timeline
Manager Assistant
Insurance Success
08.2024 - Current
Risk Assistant Internship
Global Wave Group
04.2024 - 06.2024
Sales Support
Healthy n Fresh
01.2024 - 04.2024
Bachelor of Science - Data Science
University of Auckland
Similar Profiles
Torrance MerchantTorrance Merchant
Head Varsity Football Coach at Success Academy at AndersonHead Varsity Football Coach at Success Academy at Anderson
Mohammad AftabMohammad Aftab
Business Development Executive at Insights success media and technology pvt ltdBusiness Development Executive at Insights success media and technology pvt ltd
Christopher MikhailChristopher Mikhail
Subject Student Tutor at Academic Success CenterSubject Student Tutor at Academic Success Center