1) Risk Underwriting and Assessment
- Underwrite medical and jumbo cases independently, making accurate risk decisions according to company policies.
- Review clients’ financial documents to assess their financial health and help develop better financial guidelines.
- Stay informed about industry rules, best practices, and market changes to maintain compliance and stay competitive.
2) Process Improvement and Compliance
- Help review and improve operation procedures to follow company risk strategies and industry standards.
- Ensure smooth policy issuance, endorsements, and renewals, making sure everything is compliant.
- Keep detailed records of underwriting decisions for audit and compliance purposes.
3) Support and Training
- Support brokers by conducting training and offering ongoing assistance to help them understand products and processes.
- Communicate with brokers and internal teams to resolve underwriting issues and clarify policy terms.
4) Service Enhancement and Collaboration
- Provide prompt and helpful support to brokers, consultants, internal teams, and the GP team with inquiries.
- Keep track of market trends and broker feedback to find ways to improve our processes and services.
- Participate in projects to enhance brokerage services and financial underwriting methods.
Qualifications:
- Solid record in underwriting field with over 8 years relevant experience in life insurance underwriting of which 3 to 4 years in supervisory role preferred.
- Professional qualification in Life Insurance field including FLMI (Fellow, Life Management Institute) or other related qualification.
- Strong interpersonal & customer service skills for Life operation
- Good command in English and Cantonese, fluent Putonghua will be an advantage.
- University degree in any disciplines.
- PC skill of Word, Excel, PowerPoint and Chinese word processing.
About AXA Hong Kong and Macau
AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 50 markets and serving 95 million customers worldwide. Our purpose is to act for human progress by protecting what matters.
As one of the most diversified insurers in Hong Kong, we offer integrated solutions across Life, Health and General Insurance. We are the largest General Insurance provider and a major Health and Employee Benefits provider. Our aim is to not only be the insurer to provide comprehensive protection to our customers, but also a holistic partner to the individuals, businesses and community we serve. At the core of our service commitment is continuous product & service innovation and customer experience enrichment, which is achieved through actively listening to our customers’ needs and leveraging and investing in technology and digital transformation.
We embrace our responsibility to be a driving force against climate change and a force for good to create shared value for our community. We are proud to be the first to address the importance of mental health through different products and services and thought leading iconic research. Our overall Sustainability Strategy, with emphasis on climate strategy and biodiversity commitment, is developed based on TCFD recommendations. We are committed to integrating environmental, social and governance factors across our business and strive to contribute to a sustainable future through 3 distinct roles - as an investor, an insurer and an exemplary company.
AXA is an equal opportunity employer. We are committed to promoting Diversity and Inclusion (D&I) by creating a work environment where all employees are treated with dignity, respect, and where individual differences are valued. We welcome and treasure diverse profiles to join our big family, and to build an inclusive culture together which allows everyone to maximise their personal potential.
Our people strategies are designed to enhance employee well-being and professional growth, ultimately empowering them to excel within the company.
Click here to learn more about our Benefits (https://www.axa.com.hk/en/benefits) , Culture (https://www.axa.com.hk/en/culture-and-values), & Career Development (https://www.axa.com.hk/en/career-development).
