Simon J.
About Simon J.
Simon J. serves as the Deputy General Manager of Customer Service to Sales Department at PING AN, where he has worked since 2020. He has extensive experience in customer value management and data analysis, holding a Ph.D. in Computer Network and Artificial Intelligence from Sun Yat-sen University.
Current Role at PING AN
Simon J. serves as the Deputy General Manager of Customer Service to Sales Department at PING AN, a position he has held since 2020. In this role, he focuses on enhancing customer service operations and integrating them with sales strategies. His work aims to improve customer engagement and drive sales performance within the organization.
Previous Experience in Customer Management
Prior to his current role, Simon J. worked at Sino-US United MetLife Insurance Company Limited as Assistant Vice President and Head of CRM from 2013 to 2015. He also held the position of Customer Value Management Manager at CIGNA & CMC from 2009 to 2013. His experience in these roles contributed to his expertise in customer relationship management and value generation.
Educational Background
Simon J. completed his Ph.D. in Computer Network and Artificial Intelligence at Sun Yat-sen University from 2002 to 2005. He also holds a Master's degree in Operation Research, achieved from 1999 to 2002, and a Bachelor's degree in Applied Mathematics, earned from 1995 to 1999. His educational background provides a strong foundation for his work in data analysis and customer service.
Data Analysis and Research Experience
Simon J. worked as Manager of the Data Analysis Research Lab at Tencent from 2007 to 2009. This role involved overseeing data-driven research initiatives, which enhanced his analytical skills and understanding of customer data utilization in business strategies.
Lead Generation and Business Model Development
In the first half of 2021, Simon J. generated over 5 million leads with a conversion rate exceeding 25%. He achieved this by focusing on four major business scenarios: claim, survival gold, value-added service, and IB service. Additionally, he developed a Service to Sales business model that capitalizes on high-frequency customer interactions to generate leads.