Experience in both data science and business management with a demonstrated ability to deliver valuable insights via data analytics and advanced data-driven methods. Relied on as a key advisor in driving accuracy in risk segmentations and record-setting profit improvement.
Overview
7
7
years of professional experience
2
2
Certificates
Work History
Director, Acquisition Analytics
Polly Insurance Agency, LLC
01.2023 - Current
Worked closely with leadership and board of directors to guide profitability strategy.
Oversaw agent variable incentive compensation plan which improved percentage of preferred customers sales by 40%.
Gathered and analyzed consumer and dealership data to determine long term profitability ranking and developed dynamic referral program for dealerships which saved acquisition cost by 11% in hard market.
Drafted and distributed reports including Dealer LTV, Lead Conversion, Sales Center performance to assist board members with critical business decisions.
Made data-driven recommendations to organization to improve customer experience and increased user utilization by 25% and conversion rate by 66%.
Insurance Performance Manager
Polly Insurance Agency, LLC
10.2021 - 12.2022
Leveraged analytical tools to provide insight and enhance performance on conversion rate and retention rate. Identified insurance carriers with churn rate as high as 14% and actively engaged in carrier relationship and customer book roll process.
Spearheaded continuous improvement initiatives to increase operational excellence and development.
Monitored key performance indicators and built processes to support performance and growth.
Lead Product Analyst - Quantitative
Plymouth Rock Assurance Corp
07.2020 - 10.2021
Supported state level filings to Department of Insurance, led business requirements and communication with IT for new product/company launch and implementation, competitive intelligence research, underwriting rules and agency grade review, etc.
Created ongoing Traffic volume and frequency monitoring report during Covid-19 period to provide stakeholders with support on precise and educated rate decisions.
Senior Data Scientist
Plymouth Rock Assurance Corp
07.2016 - 06.2020
Managed geospatial automobile crash risks scoring model, Vehicle Symbol model with advanced vehicle features. Improved customer segmentation by adding multiple dimensions to reduce profitable cohort premium by 30%.
Worked closely with product managers and underwriters on numerous strategical changes in commercial auto underwriting changes. Reduced loss ratio by 5% caused by non-preferred customers.
Provide advanced analytics support to various business needs and challenges including generating quarterly Board memo which provides Board members in-depth understanding of analytical capability and results.
Education
Ph.D. - Mathematics, M.Sc. in Financial Mathematics
University of Connecticut
Storrs, CT
05.2016
Bachelor of Science - Applied Mathematics
Hunan University
Changsha, China
05.2010
Skills
Power BI & Tableau
Programming (SQL, Python, SAS)
Predictive Modeling
Business Intelligence
Attention to Detail
Research and Development
Verbal and written communication
Certification
Certified Analytics Professional, Informs - January 2020
SAS Certified Base Programmer of SAS9, SAS - April 2017
Timeline
Director, Acquisition Analytics
Polly Insurance Agency, LLC
01.2023 - Current
Insurance Performance Manager
Polly Insurance Agency, LLC
10.2021 - 12.2022
Lead Product Analyst - Quantitative
Plymouth Rock Assurance Corp
07.2020 - 10.2021
Senior Data Scientist
Plymouth Rock Assurance Corp
07.2016 - 06.2020
Ph.D. - Mathematics, M.Sc. in Financial Mathematics
University of Connecticut
Bachelor of Science - Applied Mathematics
Hunan University
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