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Role Overview: You will oversee life insurance applications, ensuring accuracy and regulatory compliance while partnering with Underwriting and Distribution teams. This role is vital for streamlining the application process for HNW clients in the dynamic Hong Kong insurance market.
Job Responsibility:
Review and preview incoming life insurance applications to ensure total completeness and accuracy
Coordinate closely with Underwriting and Distribution teams to obtain required medical reports and facilitate final underwriting decisions
Liaise with Distribution teams to ensure all documentation complies with sales procedures, internal policies, and Hong Kong regulatory requirements
Track and monitor the progress of applications to ensure timely processing and approval within set service levels
Communicate effectively with insurance intermediaries and internal departments regarding application status and specific requirements
Maintain accurate, detailed records of all application reviews and professional correspondence
Stay updated on the latest industry regulations, product features, and company policies
Requirements:
Bachelor's degree or an equivalent professional qualification
Proven experience in life insurance underwriting, case management, or a related operational role
Strongly preferred experience within the High Net Worth (HNW) insurance field
Robust understanding of medical underwriting procedures and insurance regulations in Hong Kong
Good communication and coordination skills in Cantonese and English
Exceptional attention to detail and strong organisational skills
Proven ability to work effectively under pressure and meet strict deadlines
Knowledge of relevant compliance and sales practices within the insurance industry