Key responsibilities:
- To conduct risk assessments on high net worth (HNW) products and HNW business within underwriting authority, ensuring timeliness, accuracy, and comprehensiveness.
- To oversee the management of high net worth (HNW) cases, ensuring a seamless end-to-end underwriting process.
- To engage in negotiations with reinsurers in order to secure the best possible offers that benefit customers during facultative underwriting.
- To effectively manage, cultivate, and maintain proactive, positive, and productive relationships with diverse sales channels, including case managers, to ensure the nurturing of client relationships and the team's ability to meet the high expectations of our frontline.
- To take on ad-hoc projects and liaise with different parties to streamline, enhance underwriting processes and guidelines. Update underwriting procedure manual is required.
Key requirements:
- University Degree in any disciplines
- Minimum 8 years relevant experience in life insurance underwriting
- Experience in product development, business administration and client relationship management
- Good command of English, Cantonese and Putonghua