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 & support to financial planners through e-booking, emails, phone calls and NBU counter
Provide critical liaison and build strong business relationship between NBU and distribution channels
Project management, e.g. reviewing underwriting guidelines, reviewing & streamlining work processes to support business operations.
Ensure all department KPIs are achieved
Conduct underwriting training for distribution channels
Continuous Customer Engagement: to keep the financial planners updated on a continuous basis throughout the assessment of new business applications - through phone calls, emails and meetings (if required). This would include sharing details of the queries raised, possible options to expedite case closures and for postponed or declined cases. To ensure that we proactively engage with the financial planners and provide best in class customer service.
Takes accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks.
Maintains awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company.
Highlights any potential concerns /risks and proactively shares best risk management practices.
Degree with at least 5 years experience in underwriting Life, Accident and Health risks
Non-degree holders who have relevant experience or certification in underwriting may be considered
Good team player with strong analytical skills & ability to work under pressure
