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
Why Zurich
At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right?
We are an equal opportunity employer who knows that each employee is unique - that’s what makes our team so great!
Join us as we constantly explore new ways to protect our customers and the planet.
- Location(s): HK - Hong Kong