Senior Officer, Underwriting Specialist
3 weeks ago
Job Summary:
We are seeking a highly skilled and experienced Underwriting Officer to join our team at Sun Life. As an Underwriting Officer, you will be responsible for maintaining relationships with distributors, supporting the Agency Hotline Service, and performing risk assessments of cases up to the authorization limit.
Key Responsibilities:
- Maintain relationships with distributors and support the Agency Hotline Service to ensure seamless communication and customer satisfaction.
- Perform risk assessments of cases up to the authorization limit, ensuring that all necessary checks and balances are in place to minimize risk.
- Ensure that all new business cases comply with the Company's New Business Policy & Procedures, Underwriting Guidelines, Rule Book, and service pledge.
- Handle agent replies through emails and phone calls, providing timely and effective communication.
- Assist Team/Managers in tracking applications, requests for monitoring and control reports, and ad-hoc assignments or projects.
Requirements:
- University degree holder with a minimum of 2 years' working experience in life operations.
- LOMA designation is an advantage, and CS experience is preferable.
- Strong communication skills in both spoken and written English, Chinese, and Mandarin.
- Detailed-oriented with excellent client-oriented mindset and proficient PC knowledge (Excel, Word, PowerPoint, and Access).
We offer a competitive salary, MPF, group life, and group medical insurance, as well as excellent career development opportunities to the right candidate. We are an equal opportunity employer and welcome applications from all qualified candidates.
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