Yili Zhao

I am an operations-focused data and commissions professional with eight years in insurance brokerage who turns fragmented Excel workflows into documented, button-click pipelines using low-code tools and light Python.

I built a commission department from the ground up, hiring and training four specialists, and authored a 70-page SOP library that enables new hires to reach full productivity in under three weeks. I designed a custom low-code CRM schema (10 inter-linked tables, 800+ fields) with role-based permissions that cut agent inquiry turnaround by 60%.

I automate reporting and heavy manual processes: I created a weekly auto-refresh KPI dashboard to replace a day-long manual Excel report, automated annual bonus calculations with Python and Excel pivots (reducing two weeks to one day), and wrote import and cleanup scripts that save 25+ staff-hours weekly.

I served as principal UAT lead during a three-system transformation—logging and verifying 50+ defects and driving a 90% closure rate in the first release cycle—and I thrive on projects that combine CRM customization, ETL, and process design to deliver measurable efficiency gains.