Senior Officer, Underwriting Specialist
6 days ago
Job Summary
As a Senior Officer, Underwriting, you will play a critical role in maintaining relationships with distributors and supporting the Agency Hotline Service. You will be responsible for performing risk assessments of cases up to the authorization limit, ensuring compliance with the Company's New Business Policy & Procedures, Underwriting Guideline, Rule Book, and service pledge.
Key Responsibilities
- Maintain strong relationships with distributors and support the Agency Hotline Service.
- Perform risk assessments of cases up to the authorization limit, ensuring accurate and timely decision-making.
- Ensure compliance with the Company's New Business Policy & Procedures, Underwriting Guideline, Rule Book, and service pledge.
- Handle agent inquiries and respond to their requests in a timely and professional manner.
- Assist the team in tracking applications and requests for monitoring and control reports.
- Perform ad-hoc assignments and projects as required.
Requirements
- University degree holder.
- Minimum of 2 years' working experience in life operations, with LOMA designation being an advantage.
- Experience with CS is preferable.
- Strong communication skills in English, Chinese, and Mandarin.
- Detailed-oriented with excellent client-oriented mindset.
- Proficient in PC knowledge, including Excel, Word, PowerPoint, and Access.
What We Offer
At Sun Life, 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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