APCSC Customer Relationship Excellence & Customer Service Quality Standard Leadership Summit 2016

APCSC Summit 2008
 
  2016亞太峰會
  卓越顧客關係服務(CRE)及創新博覽會
  主講嘉賓
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  有關亞太顧客服務協會
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  卓越典範(Best-in-Class)
   
2016峯會演講嘉賓

English | 简体

2016峯會演講嘉賓

朱剛岑先生
 
亞太顧客服務協會主席

演講題目:成功敬業度創新加強傑出顧客關係服務領導力和忠誠度

朱先生為亞太顧客服務協會創辦人及主席,朱主席致力於推廣優質顧客關係服務於亞太區。引入美國和澳洲的國際客服標準,以新的概念進行了一系列的顧客服務研究,包括亞太區客服中心及顧客關係管理基準調查,顧客滿意度及期望的研究,以及網上調查研究消費者對成功網上銀行、証卷交易、網上購物服務的滿意度。

 

朱先生是客服管理產業的先驅,多年來與美國、澳洲、中國及其他國際顧客服務相關組織,推動建立全面國際認證課程,以推動客服中心及顧客服務業內從業人士的專業資格及發展,包括顧客關係管理總監證書課程,客服中心資深經理證書課程,客服中心專業人員證書課程等。


畢業於美國加州柏克萊大學(University of California, Berkeley)工業工程及營運研究系學士及碩士,朱先生現擔任美國加州大學校友會主席、香港科技大學客席講師,經常獲邀擔任國際會議演講嘉賓關於顧客關係管理及客服中心策略管理培訓。


國麟教授

 

立法會議員(衛生服務界), 教授,銀紫荊星章,太平紳士

演講題目:衛生服務傑出顧客關係服務領袖及服務創新

 

李教授現時任職香港特別行政區立法會議員及香港公開大學護理及健康學部教授及主任。同時,他亦出任香港護士協會主席、葵涌醫院及瑪嘉烈醫院管治委員會成員、策略發展委員會委會、廉政公署審查貪污舉報諮詢委員會委員、平等機會委員會委員、房屋委員會委員及香港嶺南大學亞太老年學研究中心榮譽研究員。

李教授主要學術研究及臨床專業為衛生政策、護理界工作間暴力、基層健康服務及護理政治學;並於上述各範疇擔任研究員,教師及政策倡導者。他曾被邀請就上述事項演講授課,出版及多次於國際性會議發表研究論文。


2014-15年度參與的事務委員會:
衛生事務委員會
食物安全及環境衛生事務委員會
房屋事務委員會
政制事務委員會

2014-15年度參與的其他事務委員會:
人事編制小組委員會
工務小組委員會
中醫藥發展事宜小組委員會
醫療保障計劃小組委員會
長遠房屋策略小組委員會
2017年行政長官產生辦法方案小組委員會
《 2014年藥劑業及毒藥(修訂)條例草案》委員會
《電子健康紀錄互通系統條例草案》委員會
《 2015年人類生殖科技(修訂)條例草案》委員會


苗樂文先生

海洋公園行政總裁


演講題目:國際主題公園服務創新及企業持續發展


Tom Mehrmann is the Chief Executive of Ocean Park Corporation, Hong Kong’s marine life and animal theme park, which hosts more than seven million visitors annually. Founded in 1977, Ocean Park is a not-for-profit statutory body. 

Mr. Mehrmann started his career in the theme park industry in 1977 at Knott’s Berry Farm in the United States as a sweeper, cleaning the Park grounds. From there, he spent the next 21 years progressively working through various management and leadership roles, eventually becoming Vice President of Park Operations and Entertainment in 1996.


In 1998, he joined Six Flags Marine World as Vice President and General Manager, and later accepted an appointment as VP and GM of Warner Brothers Movie World in Madrid, Spain, when the park was taken over by Six Flags in 2000. He was responsible for the design, development, construction and operation of the US$380 million Madrid Movie World, which opened in April 2002, with revenues of US$75 million a year.

Since joining Ocean Park in 2004, he has directed the activities of the Park to achieve nine record breaking years of attendance, revenue and surplus, while leading the effort of defining the HK$5.55 billion Master Redevelopment Plan (MRP) for the future Ocean Park. The 6 year MRP broke ground in late 2006 and was completed in July 2012 on time, on budget and with exceptional quality. The MRP has successfully transformed Hong Kong’s People’s Park into a leading world-class family travel destination. The previously launched new themed areas have also helped Ocean Park attract a record high of 7.44 million guests for the calendar year ended 31 December 2012.

Highlighting the growth and evolution of Ocean Park under Mr. Mehrmann’ s direction, the Park became the first Asia recipient of the prestigious “Applause Award”, the most significant recognition within the global attractions industry recognizing a theme park for its foresight, originality and sound business development.    The industry authorities, Themed Entertainment Association (TEA) and AECOM, in the 2011 TEA/AECOM Global Attractions Attendance Report, ranked Ocean Park Hong Kong as the world’s number 11, Asia Pacific’s number four, and China’s number one, theme park in terms of annual attendance.

In 2008/2009, Mr Mehrmann was named the “CEO of The Year” in the Asia Pacific Customer Relationship Excellence Award. In 2007, Mr. Mehrmann was presented with the Executive Award of the DHL/SCMP Hong Kong Business Awards 2007. He was also named Director of the Year by the Hong Kong Institute of Directors in 2006.


 Mr. Mehrmann also devotes efforts to the community and to promoting tourism development in Hong Kong by serving in the following positions under the organizations below: 

-     Vice Chair of the Advisory Committee of the School of Hotel & Tourism Management, Hong Kong Polytechnic University

-     Member of the Advisory Committee on Hotel & Tourism Management of the School of Hotel & Tourism Management, The Chinese University of Hong Kong (Aug 1, 2012 to Jul 31, 2014)

-     Committee Member of the Travel/Tourism Committee of the Hong Kong Coalition of Service Industries, Hong Kong General Chamber of Commerce

-     Member of the Hong Kong Employers’ Federation of Hong Kong

-     Member of the American Chamber of Commerce

-     Advisory Committee Member of the Tourism Orientation Programme of the Hong Kong Tourism Board

-     Sector/Subject Specialist for the Hong Kong Council for Academic Accreditation

-     Member of the International Association of Amusement Parks and Attractions (IAAPA) Strategic Planning Committee

-     Member of the IAAPA Asian Advisory Committee

-     Member of the HKSAR Public Affairs Forum

A graduate of the California State University, Fullerton, Mr. Mehrmann holds a Bachelor of Science degree in Psychology. He also completed the Advanced Courses organized by IAAPA in Theme Park Management at Cornell University, Ithaca, New York.


山下辰巳先生

本Help Desk Institute行政總裁

演講題目:日本顧客體驗管理趨勢及基準

Tatsumi Yamashita, a Founder and CEO of HDI-Japan is one of the most influenced leaders in Japan and Asia support service arena. He developed Contact Center Benchmarking in 2006, this has been the biggest benchmarking database in Asia Pacific. The Benchmarking grade all evaluated 1,000 centers to four rankings: 3 Star, 2 Star, 1 Star and No Star, therefor it is well-known as the ‘Michelin Red Guide’ the customer service industry.

Tatsumi Yamashita has 25 years support industry experience and has developed several help desks and support centers throughout Japan. In 1999, he became the first Japanese HDI intern and has since studied advanced support principles in the U.S. that could be applied toward the advancement of Japanese support environments. He finally established HDI-Japan in 2001 based on the strong demand of Japanese support service industries and he is working as CEO of HDI-Japan with many HDI members and partners in Japan/Philippines now. Prior to joining HDI, he was a director of IT Strategy at Yanase the biggest GM/Mercedes distributer in Japan, and was the first Helpdesk manager at Pfizer Japan Inc. Tatsumi graduated from Shinshu University in Nagano, at the center of Japan.

HDI-Certified Auditor since 2001
HDI-Certified Instructor since 2001
HDI Intl. Standards Committee since 1999
Japan Information-Technology Engineers Examination Center (JITEC) since 1995


Olivier Njamfa先生

英國Eptica主席及行政總裁


演講題目:語言應用實現顧客參與模式轉型

演講概要:

1. Why Linguistics is important?
2. What Eptica Does?
3. What are the business benefits?
4. Customer success stories

Olivier Njamfa co-founded Eptica in 2001. Previously, he was VP and COO of Com6, leading European e-CRM software company. From 1999 to 2001, Olivier managed the International Indirect Operations of Showcase, software provider of Business Intelligence and Datamining solutions. From 1995 to 1999, Olivier was Director of Finance and Banking at Comshare (Business Intelligence Applications provider) and then MD for France. Between 1987 and 1995, Olivier served as Sales Manager and then Regional Director of Saari, French leader in accounting software. Olivier is a graduate of NEOMA Business School and holds an MBA from ESCP Europe, Paris, France.      Business Angel and co-founder at Seed4Soft.com (www.seed4soft.com)


Troy Barnes先生, 

友邦保險顧客體驗主管


演講題目: 友邦保險的顧客體驗管理策略

Topic: AIA Bhd.'s Customer Experience Management Strategy

Troy Barnes is Head of Customer Experience, AIA Bhd, where he is responsible for developing AIA Malaysia’s customer experience blueprint. Prior to joining AIA, Mr. Barnes held local and regional senior management positions with ING in Japan, Korea, Hong Kong, Taiwan and Australia, where he achieved substantial top and bottom line value with a focus on delivering better service to customers. Troy has extensive experience in change management, process improvement, Lean Six Sigma operations, IT, program and project management throughout Asia Pacific.

Troy hold a Bachelor’s degree in Business (majoring in IT), from LaTrobe University Australia.


簡浩賢博士

香港航空航空服務總監

演講題目:香港航空服務創新及最佳實踐

 

Dr. Stanley Kan is an expert in aviation and has been working in different fields of the aviation industry for almost 20 years. In 1995, he started his career as an Airport Traffic Officer and then gradually progress into areas of Ground Services, Inflight Ops, as well as Human Resources and Administration. He has also been doing a lot of research and studies on aviation in order to contribute his knowledge for the betterment of the industry. In 2013, he held the position as Project Director, leading the transformation of Hong Kong Express Airways from a Full Service Airline to a Low Cost Carrier (LCC). Dr. Kan is currently the Director of Service Delivery Department of Hong Kong Airlines. He is also the Managing Director Hong Kong Aviation Ground Services Limited.


Dr. Kan graduated from the University of Nanjing and obtained a PhD in International Human Resources Management. His research topics also focus on government policies regarding population.


Dr. Kan actively participates in public services and holds various positions in both Macau and Hong Kong. He is the President of Macau Professional Development Association, Deputy Chairman of GuangXi Youth Commercial Association of Macao, Principle Researcher of Hong Kong Sustainable Development Research Institute, Full member of HKMA, Member of Y. Elites Association, as well as the external advisor of HKU Space aviation course.


Se

Joy Cañeba小姐

 

律賓亞洲航空行政總裁

 

演講題目: 航空業傑出顧客關係服務領袖及服務創新

 

Joy was appointed as Chief Executive Officer in 1 April 2014. A lawyer by profession with vast experience in corporate legal matters, Joy has been an advisor and counsel to AirAsia in its efforts to enter the Philippines and establish its brand and operations there. She was also instrumental in AirAsia Inc.’s acquisition of Zest Airways Inc. via strategic alliance in 2013, a partnership that paved the way for AirAsia in the Philippines to operate on a much larger scale to/from Ninoy Aquino International Airport, the Philippines’ major international gateway.


Armed with a unique combination of legal training, expertise and exposure to the Philippines corporate environment, Joy led the Philippine team along the complex and challenging regulatory environment. It was during this period in 2014 that Zest Airways successfully launched its new corporate name and fully rebranded as Philippines AirAsia in 2015, offering Filipinos more choices, better value and enhanced services across a larger network.


Joy has a degree in Communications Management from the Assumption College of Makati City, Manila, and finished her Bachelor of Laws degree from the University of Santo Tomas also of Manila. She passed the Philippine Bar Examination in 2005 and ranked among the top 20 passers. After her studies, she worked in law firm where she specialized and sealed major corporate transactions involving air transportation, business process outsourcing, mining, banking, retail, labor, taxation and renewable energy.


A passionate traveller and self-confessed shopaholic, Joy also dabbles in photography and likes spending her free time with kids doing community works.


陳斌先生

香港大學專業進修教育學院管道推廣總主管

演講題目:顧客服務設計的商業思維
 

In the late 1980s, Dr Alexander Chan (Alex) went to a boarding school in the North of England for his secondary education. He then went on to study his bachelor’s degree in Computer Systems Engineering and his master’s degree in Information Technology for Manufacture at Warwick University. Altogether he lived and worked in the UK for nearly 20 years. In 1996, Alex graduated from Cardiff University with a PhD degree in Self-Organising Neural Networks for Control Chart Pattern Recognition (which was a discipline in the area of Quality Control in Manufacturing). Alex was then offered a research position with the Engineering Department at Cardiff University where he conducted research funded by the European Union and taught engineering students both at the undergraduate and postgraduate levels.

Looking for a new professional challenge, Alex decided to join Symbian, which was a leading mobile software company in London at the time, in their marketing and sales department in 1999. Before long, Alex was promoted as a Senior Account Manager in charge of key accounts such as Psion and Motorola, as well as a great number of technology partners in Western Europe. Alex was also sponsored by Symbian to study a part-time MBA during his tenure there. Since then, Alex has worked in many leading mobile technology and internet companies in the UK and Europe. The well-known customers that he has successfully managed and developed business with over the past 15 years include Nokia, Samsung, Motorola, LG, Microsoft, Toshiba, Panasonic, HTC, Huawei and China Mobile.

From 2004 to 2011, Alex worked for two European mobile technology outsourcing companies (Elektrobit and Teleca) as their VP of Sales for Asia Pacific in their regional headquarters in Beijing. His responsibilities encompassed marketing, sales, business development, key account management, setting the regional strategy for Asia Pacific and managing cross-regional and cross-cultural sales teams based in Japan, Korea, Taiwan and the Greater China region. Alex led his teams to excel in making new business wins, negotiating tough commercial contracts, setting complex technology licensing deals and outsourcing mobile development projects. The annual revenue target carried by Alex and his team was in excess of €40M.

In February 2014, Alex joined the Institute for China Business at HKU SPACE as Senior Programme Director/College Principal Lecturer. He is now Head of Centre for Management and Innovation. The programmes managed by Alex’s centre in both Mainland China and Hong Kong include Integrated Practicing Management (IPM), Digital Strategy and Business Transformation (DSBT) and Integrated Innovation for Product and Service Design (IPSD). Leveraging the rich experiences that Alex has had in both the academia and the business world, he now specializes in teaching Management, Business and Innovation. His favourite motto is “Think like a man of action. And act like a man of thought.”

彭國儀先生
 

富衛人壽保險(百慕達)有限公司電子商貿總監
 

演講題目: 網上分析及數碼推廣

 

Internet veteran with 15 year experience in digital marketing; focused on search marketing, search marketplace and traffic quality in recent years. Joint FWD in early 2015 as director of eCommerce, looking after the web development and web analytics projects.


王珺盈小姐
 

中外運-敦豪國際航空快件有限公司顧客服務副總裁
 

Wang Jun-Ying (Gwen Wang), who joined DHL-Sinotrans JV early in 1996 and was successively appointed as Key Account Team Leader, Key Account Supervisor, Key Account Support Manager in North Area Customer Service Department and National Contact Centre Manager in National Customer Service Department. Currently act as National Customer Service Director in charge of operational management and development in three customer service centers of over 500 seats.


Mark Devadason先生

渣打銀行Sustainability Leader

Mark is a global leader in the sustainability and social purpose field leveraging his geographically diverse and commercial business experience at leading financial institution Standard Chartered Bank. Mark has had broad based management experience with Wholesale Banking, Consumer Banking and Human Resources and as a country CEO for Standard Chartered Bank in Thailand from 2008-2010 and in Japan from 2003-2007.
 

Mark Devadason's last role at Standard Chartered was the Global Head of Sustainability, based out of Hong Kong. He was in charge of the Group’s overall Sustainability agenda, a core part of the Bank’s strategy to build a sustainable business through contributing to economic growth, leading as a responsible company and investing in the future of communities. Mark led a team responsible for the Bank’s environmental and social risk management function and all the Bank’s environment, employee volunteering and community investment activities.
 

Mark was also a member of the Board of Standard Chartered Bank in Thailand and Chairman of the Fundraising Committee for the Bank’s charity Seeing is Believing which was committed to raising USD100mn by 2020.
 

In his role as CEO Thailand, Mark steered the management team and the Bank through an extremely complex economic and political environment, delivering strong results and a refreshed consumer banking strategy. His leadership on employee engagement initiatives led the bank to win the Gallup Great Workplace award in 2010.
 

In 2015, Mark has been additionally responsible for successfully launching an enterprise-wide social collaboration tool, based on the Jive platform, to promote internal networking and collaboration across the company. He has also led the Bank’s founding sponsorship of the global #TellEveryone campaign to promote the Global Goals for Sustainable Development to 7 billion people within 7 days of the Goals being ratified at the UN General Assembly.
 

During his tenure in Thailand, Mark also served as Chairman of the British Chamber of Commerce of Thailand and Second Vice Chairman of the Association of International Banks. Whilst in Japan, he served on the Board of the British Chamber as well and took on the role of Chairman of the Banking Sector Committee of the International Bankers Association.
 

Since January 2015, Mark serves on the the board of the San Francisco based NGO Business for Social Responsibility (BSR.org) and is on the Advisory Board of the Ethical Corporation (www.ethicalcorp.com).
 

He graduated from the University of Bristol, UK in 1985 with a Bachelors degree in Philosophy and Economics. Mark has also completed several management programs, including courses at INSEAD, Templeton and the London Business School. He is married with two children and enjoys photography, tennis, golf and jogging in his spare time.
 

Recent speaking engagements
▪ 26 November 2015 - Sri Lanka Chamber of Commerce, 2015 Corporate Citizens Awards Event, Colombo - Key Note Speaker
▪ 4 September 2015 – Habitat for Humanity Asia Pacific Housing Forum 5 in HK “Topic: How can organisations tackling poverty housing engage local volunteers?
▪ 17 August 2015 – Sasin University Sustainable Development Symposium in Bangkok “Topic: Challenges for Implementation of UN Goals for Sustainable”
▪ 4 August 2015 – US Chamber Webinar on SDG “Topic: Women and Girls Empowerment.”
▪ 7 May 2015 – Ethical Corporation, Responsible Business Summit Asia in Singapore. Topic: “How to translate sustainability internally to get employee buy-in and move beyond a philanthropy”
▪ 10 Mar 2015 – BSR HerFinance Conference “Topic: Building Financial Capability through Education”
▪ 25 Feb 2015 – KPMG Global Citizenship Conference in Delhi “Topic: Market Outlook – A comprehensive strategy for leadership & impact”
▪ 27 Jan 2015 – SDGs Breakfast Club in HK “Topic: post 2015 UN Sustainable Development Goals, and how it could integrate into the different industries we are operating in”
▪ 21 Aug 2014 – Stock Exchange of Thailand “Topic: Sustainability”

 

Recent online Interviews
▪ Boyden/FTI Interview
                • https://www.boyden.com/media/9793/28/a_discussion_with_standard_chartered/index.html#
▪ The Ethical Corporation - Leadership Series
  •www.ethicalcorp.com/business-strategy/ethical-corporation-leadership-series-mark-devadasonglobal-head-sustainability
▪ The Daily FT - Sri Lanka
                • www.ft.lk/article/509303/Importance-of-Environmental--Social-and-Governance-for-businessleaders-from-SDGs


陳秀荷小姐

蘇黎世保險有限公司首席醫療業務總監

演講題目:您的員工是您的顧客

Elaine Chan is the Chief Health Officer of Zurich’s General Insurance business in Hong Kong. She is responsible for managing the strategic development and performance of Zurich’s accident and health insurance business.

Ms. Chan has extensive experience in building distribution channels, partnership alliances, product development, as well as best practices in healthcare and medical insurance business for over 25 years. Prior to joining Zurich, she was with AXA as Chief Health Distribution Officer. She has also worked with numbers of key insurers including AIA, Manulife, CIGNA and BUPA, focusing mainly on employee benefits and medical insurance.

Currently, Ms. Chan is a task force member of the Food and Health Bureau’s primary care working group; a member of Consultative Group on Health Protection Scheme under Health and Medical Development Advisory Committee as well as co-opted member of Working Group on Regulation of Private Hospitals under the Steering Committee on Review of Regulation of Private Healthcare Facilities. She is also an appointed mentor of Mentorship program for School of Public Health and Primary Care of the Chinese University of Hong Kong.

She is now Deputy Chairperson of the Healthcare Reform Taskforce, committee member of Medical Insurance Association and has also been served as Chairperson of Medical Insurance Association during 2006-2009 under the Hong Kong Federation of Insurers.


陳耀基先生

專科醫療有限公司總經理

演講題目: 流暢的遙距醫療服務!

Mr. Chan began his career in the Healthcare industry in 2002. He has accumulated significant Sales and Client Service experience in a senior post in a publicly listed healthcare company until he started his own business providing consultancy services to medical groups in 2007. The company’s management services cover Hong Kong, Macau and PRC. In addition, Mr. Chan’s management services reach APAC regional through AA International – a regional assistance service provider with global network support.
Mr. Chan currently is responsible for the operations of The Specialist Consortium Limited. The company works with a group of elite specialists focusing on high-end healthcare service in Hong Kong and China.

Sudesh Thevasenabathy先生


安盛香港顧客體驗主管

Sudesh Thevasenabathy brings with him more than 15 years of experience specialising in customer experience, process efficiencies and change management across multiple industries including telecommunications, consumer products, manufacturing, banking as well as more recently insurance, through his tenures with HSBC and Bank of America Merrill Lynch before joining AXA Hong Kong two years ago.

In his current role, Sudesh is Head of Customer Experience at AXA Hong Kong where he leads the company-wide customer centricity and experience programme spanning across the Life, Health and the Property & Casualty businesses delivering numerous customer experience enhancements through the deployment of rapid and agile approaches which have translated to immediate and significant changes throughout. This transversal programme covers both customer experience improvements and employee culture change. The radical approach in enhancing customer experience resulted in AXA Hong Kong winning two 2016 APCSC CRE Awards for Best Customer Experience Management of the Year, and Employee Engagement Programme of the Year.

Sudesh is an Electronics and Computing engineering graduate and is Six Sigma and Lean trained. A change agent at heart, he is passionate about delivering the best customer experience possible at every level of any organisation.

袁興先生

遠傳電信股份有限公司通路管理暨匯流產品處副總經理
 

美國紐約大學畢業,主修財務分析及資訊管理 善於營運規劃管理、業務及行銷管理、Call Center之營運管理、新事業發展規劃,並熟悉財務、會計、訓練等公司之 營運事務。
 

袁興(Samuel Yuan)先生于2015年起擔任通路管理暨匯流產品處副總經理,負責通路系統流程、展店、服務、人員培訓與易付卡、國際電話、寬頻等產品相關業務。

 袁興先生自20017月加入遠傳電信,曾擔任行銷、通路管理等重要職務,2003年擔任客戶服務中心副總經理時,帶領團隊不斷推動服務品質提升,且拿下全台第一家通過ISO認證及SGS國際認證的電信公司(為亞洲第一張通訊業SGS服務驗證證書)。

2010年擔任直營門市通路處副總經理時,帶領團隊陸續達成重要目標,新增用戶數於2010年重回市場第一、持續提升客戶服務並二度榮獲SGS國際服務認證的肯定、直營門市榮獲 TCFA傑出店長服務優良獎、 2012拓展直營門市服務達到233家,成功拓展直營門市店數快速成長3倍、持續推動新一代的門市服務。

2013年起,帶領直營門市通路團隊創造差異化的服務,一舉榮獲工商時報服務大評鑒首獎、壹週刊服務大獎(行動電話&固網通訊類第一名)、遠見雜誌傑出服務獎(第一線服務品質大調查),取得三冠王頭銜。 直至今年,已連續4年榮獲工商時報服務業大評鑒金獎、三度蟬聯壹週刊服務大獎,持續九次通過SGS

張維先生,


友邦保險北京分公司運營總監

工作簡歷:

201310月-至今 友邦保險北京分公司 營運部總監
2003
5月-201310月 恒安標準人壽 兩核總監
1997
1月-20034月 平安保險天津分公司 首席理賠師

保險行業任職資格:

1. 中保協千人計畫首批核心人才
2.
中保協千人計畫人身保險理賠核心專家
3.
京保協消費者權益保護暨反保險欺詐委員會副主任
4.
北京保險行業協會個人會員
5.
京保協保險合同糾紛調解委員會壽險專業委員會委員

專業資格及職稱情況:

1. LOMAFLMI(高級壽險管理師), ACS(客戶服務師)
2.
中國保監會:保險公估人、保險代理人、保險經紀人資格
3.
中國人力資源和社會保障部:中級保險經濟師資格
4.
曾于南開大學兼職任教《保險法課程》
 

專業論著:
筆名:靜遠,代表作:
1. 2014
年,參與中國保險行業協會專業能力認證統編教材《人身保險理賠》的編寫、出題、授課等工作,全書供稿超過10萬字。
2. 2012
年,《從人身保險拒賠事由適用與限制評析<保險法>》一文在保監會舉辦的新《保險法》實施三周年徵文活動中,從500多篇參賽作品裏脫穎而出,獲優秀論文獎。
3.
學術專著《保險法評論(第一卷)》,中國法制出版社,20085月發表論文:《保險受益權若干法律問題探討兼論<保險法>相關條款的檢討與修正》
4.
專著《保險案例彙編》,中國時代經濟出版社,20079月發表論文:《保險責任競合時,求償事項選擇權在權利人》;轉載論文:《沒有原始收據,保險公司可以拒賠》
5.
《上海保險》20067月發表論文:《壽險投保人變更相關法律問題的研究》
6.
《上海保險》20041112月連載發表論文:《我國法律背景下,身故保險金受益人解析》
7.
《保險研究》200311月發表論文:《沒有原始收據 保險公司可以拒賠》


 

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