Underwriting Manager

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Zurich 56 Company Ltd Full time

Job Accountabilities

  • Perform risk assessment of financial and medical cases within authorized authority limits
  • Ensure the assigned new business tasks comply with Company's NB & UW rules, regulatory guidelines and our Global Policies
  • Handle pre-underwriting cases, appeal cases and PA underwriting cases
  • Provide 2nd approval on NB applications
  • Provide good quality, professional and competitive response to sales / distribution channels
  • Proactively review and enhance the NB & UW rules, guidelines and procedural workflow to maintain sound productivity, efficiency and maintain market competitiveness
  • Provide recommendations and execute process streamlining & service improvement initiatives
  • Closely work with cross-department stakeholders in various project assignments / new product launch

Job Qualifications

  • Degree holder with professional qualification such as FLMI
  • Minimum 10 years of experience in Life Underwriting with at least 3 years in the capacity of supervisory / managerial role
  • Familiar with regulatory requirements related to Underwriting risk assessment such as GL guidelines, AML, FATCA, CRS, etc.
  • Solid Financial knowledge covering Individual, Corporate & Trust Models with Underwriting authority sum assured / total premium of USD2M, and Medical Underwriting knowledge with extra mortality & morbidity loading +100%
  • Sound knowledge of Life, Health and Universal Life products are required
  • Strong analytical & problem-solving skills
  • Excellent interpersonal and communication skills in both written and spoken English and Chinese
  • Competent PC knowledge including Excel, Word and PowerPoint
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