About the role
Manage the underwriting process for various life, accident, health, disability income, and long-term care proposals while providing expert guidance and maintaining strong relationships with distribution channels.
InsuranceOnsiteUnderwriting
Key Responsibilities
- Underwrite new applications for life, accident and health, disability income, and long term care proposals.
- Countersign and provide guidance to junior underwriters.
- Provide underwriting advice and support to financial planners via various channels (e-booking, email, phone calls, NBU counter).
- Act as a critical liaison to build strong business relationships between NBU and distribution channels.
- Manage projects such as reviewing underwriting guidelines and streamlining work processes to support business operations.
- Ensure all department KPIs are achieved.
- Conduct underwriting training for distribution channels.
- Maintain continuous customer engagement with financial planners regarding new business application assessments, including query resolution and case status updates.
Requirements
- Accountability for considering business and regulatory compliance risks and implementing mitigation steps.
- Proactive awareness of industry trends regarding regulatory compliance, emerging threats, and technologies to safeguard the company.
- Ability to proactively identify potential concerns and share best risk management practices.