Simon Si
Chief Underwriting Officer | Operational Excellence Leader
Overview
25
25
years of professional experience
3
3
years of post-secondary education
Work History
Business Solutions Director-Operations
AXA Partners China
04.2021 - 09.2023
- Assisted Operations Head in guiding team to achieve KPIs, and led initiatives to improve operational efficiency and enhance customer experience.
- Assessed new business risk and reviewed loss ratio to meet company goals.
- Launched health management business line, aligning with the company’s strategic transformation goals.
- Led the design of product packages for Health, Assistance, and Concierge business, creating offerings that met market needs and company objectives.
- Drove digital transformation initiatives, developing and implementing digital projects in line with the corporate digital strategy.
- Implemented automated, standardized, and integrated one-stop services, significantly improving efficiency and customer satisfaction.
- Evaluated new business risks and analyzed loss ratios to ensure alignment with company goals and regulatory compliance.
- Set up and regularly reviewed operational procedures to guarantee smooth operations.
- Implemented quality assurance measures to optimize operational performance.
- Provided training for internal and external customers and team members.
Co-founder and DGM
Shanghai Allcare Health
05.2016 - 10.2020
- Developed and implemented operation strategy, workflow, rules, and systems; regularly conducted reviews to ensure smooth operation.
- Established underwriting and claims rules for health insurance, and assessed insurance applications and claims in accordance with these rules.
- Collaborated extensively with insurers, re-insurers and other parties to develop innovative insurance products, including targeted anticancer drug insurance and chronic disease-related insurance.
- Drove initiatives in system development, covering health management services, pharmacy benefit management (PBM), and targeted anticancer drug insurance etc.
- Worked closely with second opinion providers, emergency assistance services, and nursing homes to provide comprehensive, one-stop services to clients, seamlessly integrating a wide range of health service offerings.
Head of Operations
Now Health International Ltd. (IPMI TPA)
05.2012 - 04.2016
- Introduced and optimized overseas high-end medical insurance models, and localized them based on regulatory requirements and market demand.
- Led a team in overseeing the daily operations of underwriting, new business processing and claims.
- Established standard operating procedures and implemented a comprehensive process for developing, reviewing, and ensuring quality control.
- Developed underwriting and claims guidelines, and evaluated insurance applications and claims based on these guidelines.
- Designed a Chinese version of the high-end medical insurance management system to meet the needs of various insurance business processes within the country.
- Worked closely with the Dubai-based team to manage and process international business.
Senior Underwriting Manager-Singapore AXA Life Project
Genpact Foshan
11.2011 - 04.2012
- Built and led an underwriting and new business team for AXA Singapore to achieve KPIs and ensure high-quality service.
- Reviewed, and analyzed new insurance applications for risk exposure and compliance with underwriting guidelines and risk management principles.
- Set up underwriting & New Business procedures; implemented quality assurance measures to enhance operational efficiency and customer satisfaction.
- Performed complex cases assessment, review and make approval on cases escalated by subordinates.
- Provided training and personalized coaching to the Underwriting & New Business team.
- Prepared routine and on-demand reports, analyzed figures to pinpoint any specific issues, and tracked and assessed trends.
Senior Insurance Domain Consultant
Wipro (Chengdu) Limited
01.2010 - 10.2011
- Improved the underwriting and claims processing systems, optimized the processes, provided reasonable suggestions, and developed implementation roadmap.
- Managed the expectations of business and IT stakeholders to gather business requirements and facilitated the sign-off of those requirements.
- Created strategy roadmap for the migration of multiple legacy systems to the vendor system, developed strategic & tactical solution roadmap for operational efficiencies.
- Developed end-to-end system to manage the quote process, underwriting, claims, policy management (including service), and premium accounting.
Assistant General Manager & Chief Underwriter
Aviva-Cofco Life
01.2004 - 01.2009
- Assisted the Operations GM in overseeing and guiding the team to achieve KPIs, and led initiatives to improve operational efficiency and customer experience.
- Developed and implemented underwriting and claims workflow, rules, and systems based on company strategies; regularly conducted reviews to ensure smooth operation.
- Held medical underwriting authority for cases with up to extra mortality 250% and excelled in handling high net worth business.
- Trained subordinate underwriting and claims staff.
- Conducted regular quality assurance checks on all operational processes, evaluated employee capabilities and capacities, and implemented plans to develop team members or recruit additional talent as needed.
- Handled new product development matters as a member of the New Product Implementation Committee, including finalizing the insurance clauses for new products.
- Drove the initiation of underwriting and claims system enhancement, organized the system's testing, launch, and subsequent optimization efforts.
- Implemented compliance and audit procedures related to operations; Compiled underwriting and claims-related reports for Head office or CIRC.
Generali China, AIA
01.1999 - 01.2004
- Hold various Underwriting and Claims positions
Education
Master of Medicine -
Sun Yat-sen University
01.1994 - 01.1997
FLMI - undefined
LOMA
ACS - undefined
LOMA
COMET Medical Underwriting Certification I-V - undefined
Cologne Re
Skills
- Medical Risk Assessment
- Underwriting
- Claims Expertise
- Leadership
- Product Knowledge
- Project Management
- Auditing & Compliance
- Communication Skills
- Medical Underwriting
Personal Information
- Date of Birth: 04/27/72
- Gender: Male
Certifications And Education
- Master of Medicine, Sun Yat-sen University, 1994-1997
- FLMI (Fellow, Life Management Institute), LOMA
- ACS (Associate, Customer Service), LOMA
- COMET Medical Underwriting Certification I-V, Cologne Re
Timeline
Business Solutions Director-Operations
AXA Partners China
04.2021 - 09.2023
Co-founder and DGM
Shanghai Allcare Health
05.2016 - 10.2020
Head of Operations
Now Health International Ltd. (IPMI TPA)
05.2012 - 04.2016
Senior Underwriting Manager-Singapore AXA Life Project
Genpact Foshan
11.2011 - 04.2012
Senior Insurance Domain Consultant
Wipro (Chengdu) Limited
01.2010 - 10.2011
Assistant General Manager & Chief Underwriter
Aviva-Cofco Life
01.2004 - 01.2009
Generali China, AIA
01.1999 - 01.2004
Master of Medicine -
Sun Yat-sen University
01.1994 - 01.1997
FLMI - undefined
LOMA
ACS - undefined
LOMA
COMET Medical Underwriting Certification I-V - undefined
Cologne Re
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