General Manager - Agency July 2020 to Present

• Recruit, train and guide sales agents to meet expected goals.

• Set monthly agency goals and measure results vs. goals.

• Build and maintain strong customer relationship by providing excellent customer service.

• Identify performance improvement areas and provide recommendations.

• Communicate agency performance levels including areas of concern to management.

• Develop action plans for improving agency performance.

• Follow all company and safety guidelines and policies.

• Develop business improvement initiatives based on current market trends and competitors.

• Manage agency operators to achieve company goals and objectives..


Senior Consultant One World Learning - Hong Kong Greater China Region - Dec 2013 to Present

• Contributes to the organization’s operational efforts in providing personal effectiveness training and consultations for organizational effectiveness to international corporate and government clients such as IBM, Standard Chartered Bank and New York Life.

• Works in a collaborative environment with other learning professionals, subject matter experts (SMEs), human resources and business leaders to analyze the learning needs, conceptualize, design, develop and implement learning interventions and deliver learning as required.

• Applies instructional design techniques and methodologies in the development of training materials such as leader guides, participant workbooks, quick reference guides, simulations and reinforcements, among others.

• Designs, develops, delivers, implements, evaluates and updates training programs and projects in support of the learning and business strategy; selects appropriate delivery methods and training aids.

• Researches, evaluates and integrates new learning technologies for corporate learning and development programs.

• Regularly assesses and analyzes training needs, identifies gaps and recommends solutions.


Key Achievements

• Provided successful advance training through the Breakthrough Success Leadership Program.

• Restructured communication activities through establishment of an improved communication program resulting to enhanced interdepartmental collaborations.


General Manager Asia Direct Insurance Broker, a subsidiary of Asia Insurance 1950 Co.,Ltd. May 2011 – December 2013 (2 years 8 months)Bangkok, Thailand

• General insurance distribution

• Agency recruitment and development

• Marketing and Business Development

• Sales and Marketing management

• Develop alternative distribution channels

• Also serves as senior training manager at Bupa Health Insurance Thailand since Oct,12

• Spearheaded efforts that led to successful recruitment of life insurance agents from 2 life insurance companies to distribute auto and health insurance plans

• Designed agency compensation structure and maintained a profitable distribution network.

• Establish a strategic partnership with Kiatnakin Bank ( a local Thai Bank ) to distribute its auto insurance

• Provide marketing support for its 89 branches nationwide with a dedicated team and train bank’s front line staff

• Formulate a cross-selling strategy with Bupa Health Insurance Thailand and develop a tailor-made product for our agency distribution

• Set up outbound telesales staff dedicated to sell accident and health insurance to selected customers

• Also serves as senior


Vice President - Channel Development Sun Life Hong Kong Limited April 2010 – April 2011 (1 year 1 month)Hong Kong

• Create and execute strategies to achieve team success through new distribution channels

• Provide sales tools and operational processes to ensure the sales strategy is executed correctly

• Provide weekly reporting and forecasting on time and accurately

• Establish a training road map for agents and agency managers

• Supervise the general management of the learning and development center

• Develop new training course for multi-channels distribution Achievements

• Developed and implemented a new training curriculum for agency distribution channel

 • Provided a new distribution solution to China Citic Bank International in a closely monitored platform (Open)1 recommendation Andy Khoo CFP, FLMI, AIAA, ACS, MBA Andy Khoo CFP, FLMI, AIAA, ACS, MBA Offering Comprehensive LIMRA Global Training Resource to Improve Insurance Executive and Agency Productivity Alex is a delight to work with. He is one of the best trainers/facilitators I have experienced in sales training and leadership development. He is a seasoned professional. His expertise of over two decades of industry-leading experience in the...View

Senior Instructor LIMRA, Windsor CT & LOMA, Atlanta,Georgia July 2008 – March 2010 (1 year 9 months)Based in Thailand

• Serves member companies in Asia

• Membership Services, consulting and research project management

• Management school delivery to all member companies in Asia

• Marketing and Business Development Achievements

• Appointed as senior instructor of the Centre for Professional Development to conduct LIMRA in country, in language contractor certification program

• Delivered 70 leadership / management workshops in Asian region (Open)2 honors and awards


Assistant Vice President AIA Thailand ( seconded by LIMRA to AIA Thailand with mutual agreement ) December 2004 – July 2008 (3 years 8 months)Bangkok, Thailand

• Responsible for all agency management training programs

• Design and conduct certification training for selected senior agency managers

• Develop “ Agency Executive Training Program” for corporate executives

• Monitor training progress and keep track record for all courses administered



• Successfully implemented training strategies by recruiting senior agency managers to become certified trainers and carried out certification training

• Increased production by 20%, 22% & 25% in three consecutive years based on standardized delivered programs


Special Representative & Certified Trainer LIMRA, Windsor CT & LOMA, Atlanta,Georgia February 2001 – November 2004 (3 years 10 months)Based in Thailand • Customer Service Training Program Delivery to member companies in Asia

• Sales management school delivery

• Membership Services, consulting and research project management

• Marketing and Business Development Achievements

• Helped to shape the text outline, reviewed content, provided case studies and commented on each chapter of the CRM textbook copyright 2002

• Customer Relationship Management Curriculum Development Panel (Open)1 honor or award


Vice President-Training & Development Muang Thai Life Insurance Co.,Ltd. September 1999 – January 2002 (2 years 5 months)Thailand

• Design agency training courses ,

• Development of training officers and delivery of certification training programs

• Overall management and operations of training centers nationwide.

• Establish training road map for the agents and agency managers


Training Manager, Policy Service Manager & Executive Advisor South East Life Insurance Co.,Ltd. February 1996 – August 1999 (3 years 7 months)Thailand

• Marketing management committee

• Product development

• Training and development for sales agents and agency managers

• Streamline policy service and implement policy conservation and persistency measures.


Country Manager THL Property ( Thailand ) Co.,Ltd. April 1992 – January 1996 (3 years 10 months)Thailand

• General office management,

• Staffing, handling buy and sales agreements,

• Monitoring property management service to customers

• Profit and Loss Account management


Unit Manager CIGNA Worldwide Insurance Co.,Ltd. February 1990 – March 1992 (2 years 2 months)Hong Kong

• Recruit new agent

• Manage daily activity of agents’ sale activity

• Administer agency meeting

• Personal sales activity

• Compile and consolidate sales report for all agents Life Underwriter & Agency


Life Underwriter & Agency Supervisor Aetna Life Insurance Co.,Ltd. July 1985 – January 1990 (4 years 7 months)Hong Kong

• Field underwriting

• Personal sales activity of life insurance products

• Recruit new agents

• Supervision and coaching of new agents