Description
We are seeking an Underwriting Support to join our team in FWD Tower, Hong Kong.
The Role: Review new High Net Worth (HNW) submissions to verify completeness, identify missing information or documents, and facilitate case allocation. Coordinate with Case Management teams and stakeholders on case status, follow-up actions, and issue resolution. Monitor outstanding underwriting, financial, compliance, and administrative requirements, and escalate aged or stalled cases. Coordinate outstanding actions required for case completion to improve turnaround times and reduce case ageing. Prepare, organize, and assemble case information and supporting documentation for underwriters. Review cases prior to formal submission to ensure all required evidence and documentation have been obtained. Maintain accurate underwriting system records, workflow statuses, and case tracking records. Provide administrative support to underwriters, including preparation of correspondence and file assembly. Provide backup support for straightforward savings applications within agreed limits. Identify recurring submission gaps, operational issues, and delay drivers, and prepare management reports. Liaise with stakeholders to identify process improvement opportunities and support workflow enhancements.
The Person: University graduate or above with professional insurance qualifications such as FLMI being an advantage. 2+ years of relevant experience in life insurance operations, underwriting support, or case management. Good understanding of life insurance application documentation, new business workflows, and basic underwriting requirements. Strong analytical, problem-solving, and organizational skills with attention to detail. Self-motivated and an effective team player with strong follow-up capability. Excellent interpersonal and communication skills. Ability to work under pressure and manage multiple priorities. Good command of both written and spoken English and Chinese. Proficient in Microsoft Word, Excel, and PowerPoint.
We Offer: 20-22 days of annual leave, excellent learning and development opportunities, and an attractive package.