Senior Officer, Underwriting & New Business

Sun Life Financial

Education
Benefits
Qualifications

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Job Responsibilities

  • Maintain relationship with distributors & support Agency Hotline Service 
  • Perform risk assessment of cases up to the authorization limit
  • Ensure the assigned new business cases comply with the Company’s New Business Policy & Procedures, Underwriting Guideline, Rule Book and service pledge
  • Handle agent’s reply through emails and phone
  • Assist Team/Managers to keep track of applications requests for producing monitoring and control reports
  • Ad-hoc assignment or projects

Job Requirements

  • University degree holder
  • Minimum of 2 years' working experience in life operations, candidates with LOMA designation would be an advantage
  • With CS experience is preferable
  • Strong communication skills in both spoken and written English, Chinese and Mandarin
  • Detailed oriented with excellent client oriented mindset
  • Proficient PC knowledge (Excel, Word, PowerPoint and Access)

We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.

We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category:

Underwriting - Individual

Posting End Date:

31/07/2024

Read Full Description
Confirmed 16 hours ago. Posted 13 days ago.

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