Senior Officer/Officer, HNW Underwriting Administration, Life Operations
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What you'll do
- Review new HNW submissions to verify completeness, identify missing information or documents, perform initial quality checks and facilitate appropriate case allocation.
- Coordinate with Case Management teams and other relevant stakeholders on case status, follow-up actions, issue resolution and case progression.
- Monitor outstanding underwriting, financial, compliance and administrative requirements, proactively follow up on pending items and escalate aged or stalled cases.
- Coordinate outstanding actions required for case completion to improve turnaround times, reduce case ageing and support service-level commitments.
- Prepare, organize and assemble case information and supporting documentation to enable efficient assessment by underwriters and facilitate formal underwriting submissions where required.
- Review cases prior to formal submission to ensure all required evidence, approvals, notes, requirements and supporting documentation have been obtained, appropriately recorded and are ready for underwriting decision, referral or policy issuance.
- Maintain accurate underwriting system records, workflow statuses, case tracking records and management information, ensuring case files remain complete, accurate and audit-ready throughout the case lifecycle.
- Provide administrative support to underwriters, including preparation of correspondence, requirements letters, file assembly, document management and other underwriting-related administrative activities.
- Provide backup support for straightforward savings applications within agreed limits, in accordance with established guidelines and procedures, and escalate exceptions or cases outside the agreed scope.
- Identify recurring submission gaps, operational issues and delay drivers, prepare management reports, and support performance monitoring and management review.
- Liaise with relevant stakeholders to identify process improvement opportunities, support workflow enhancements, and participate in user acceptance testing, change initiatives and ad hoc projects as assigned.
What they're looking for
- University graduate or above
- Good understanding of life insurance application documentation, new business workflows and basic underwriting requirements
- Strong analytical, problem-solving and organizational skills, with close attention to detail
- Self-motivated and an effective team player with strong follow-up capability
- Excellent interpersonal and communication skills, with the ability to work with stakeholders at different levels and across locations
- Ability to work under pressure and manage multiple priorities in a dynamic environment
- Good command of both written and spoken English and Chinese
- Proficient in Microsoft Word, Excel and PowerPoint
Nice to have
- Professional insurance qualifications such as FLMI would be an advantage
- 2+ years relevant experience in life insurance operations, underwriting support, new business processing or case management is preferred
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
About FWD Group
FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the main board of the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com
For more information about FWD Hong Kong, please visit www.fwd.com.hk/
The Job
- Review new HNW submissions to verify completeness, identify missing information or documents, perform initial quality checks and facilitate appropriate case allocation.
- Coordinate with Case Management teams and other relevant stakeholders on case status, follow-up actions, issue resolution and case progression.
- Monitor outstanding underwriting, financial, compliance and administrative requirements, proactively follow up on pending items and escalate aged or stalled cases.
- Coordinate outstanding actions required for case completion to improve turnaround times, reduce case ageing and support service-level commitments.
- Prepare, organize and assemble case information and supporting documentation to enable efficient assessment by underwriters and facilitate formal underwriting submissions where required.
- Review cases prior to formal submission to ensure all required evidence, approvals, notes, requirements and supporting documentation have been obtained, appropriately recorded and are ready for underwriting decision, referral or policy issuance.
- Maintain accurate underwriting system records, workflow statuses, case tracking records and management information, ensuring case files remain complete, accurate and audit-ready throughout the case lifecycle.
- Provide administrative support to underwriters, including preparation of correspondence, requirements letters, file assembly, document management and other underwriting-related administrative activities.
- Provide backup support for straightforward savings applications within agreed limits, in accordance with established guidelines and procedures, and escalate exceptions or cases outside the agreed scope.
- Identify recurring submission gaps, operational issues and delay drivers, prepare management reports, and support performance monitoring and management review.
- Liaise with relevant stakeholders to identify process improvement opportunities, support workflow enhancements, and participate in user acceptance testing, change initiatives and ad hoc projects as assigned.
The Person
- University graduate or above; professional insurance qualifications such as FLMI would be an advantage.
- 2+ years relevant experience in life insurance operations, underwriting support, new business processing or case management is preferred.
- Good understanding of life insurance application documentation, new business workflows and basic underwriting requirements.
- Strong analytical, problem-solving and organizational skills, with close attention to detail.
- Self-motivated and an effective team player with strong follow-up capability.
- Excellent interpersonal and communication skills, with the ability to work with stakeholders at different levels and across locations.
- Ability to work under pressure and manage multiple priorities in a dynamic environment.
- Good command of both written and spoken English and Chinese.
- Proficient in Microsoft Word, Excel and PowerPoint.
We offer 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.
Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, gender, disability or family status in employment process.
Company
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