HNW Underwriting Manager/ Senior Manager

Job Description My client is a top-tier life insurer, and they are looking for HNW underwriting candidates. This is a great chance for you to join them if you are looking for HNW related opportunities and knowledge. Job Duties: Assist with consistent and timely underwriting of new applications, ensuring adherence to service standards. Evaluate financial and medical information to assess risk and determine insurability. Conduct customer due diligence to meet AML risk assessment

Eames Consulting - Hong Kong - Full time

Salary: Competitive

Job Description

My client is a top-tier life insurer, and they are looking for HNW underwriting candidates. This is a great chance for you to join them if you are looking for HNW related opportunities and knowledge.



Job Duties:
  • Assist with consistent and timely underwriting of new applications, ensuring adherence to service standards.
  • Evaluate financial and medical information to assess risk and determine insurability.
  • Conduct customer due diligence to meet AML risk assessment requirements.
  • Address agent inquiries and provide clear explanations of underwriting decisions.
  • Update underwriting manuals and procedures as needed.
  • Execute effective underwriting workflow, monitor services, and handle ad-hoc assignments.
Job requirements:
  • Possess a degree, and having FALU or FLMI qualifications is advantageous.
  • Have 5-10 years of underwriting experience.
  • Preferably have HNW underwriting authority for amounts exceeding USD 5M-15M.
  • Demonstrate a strong customer focus, promptly and cooperatively responding to internal and external customers while considering the impact on both customers and the business.
  • Exhibit a proactive working attitude, being hardworking, collaborative, and possessing strong execution skills, along with a willingness to learn.
  • Be detail-oriented with excellent presentation and communication skills, proficient in both written and spoken English and Chinese.
  • Be self-motivated and independent, capable of working under pressure.
Working pattern:
  • Monday to Friday; 9am - 6pm
  • OT allowance
  • Work from home arrangement is flexible
  • No night shifts
20950377
Ad