Assistant Manager/Manager I, Underwriting & New Business

Sun Life; Hong Kong; On-site; HKD 420,000 - 540,000; Full time

Job summary

Sun Life is seeking an Underwriter for Individual policies in Hong Kong. The role involves assessing medical risk, ensuring compliance with New Business policies, supporting sellers, and occasionally reviewing underwriter work.

You will provide second approvals and assist the team to monitor and report on applications, with responsibilities including ad-hoc tasks. The ideal candidate has a university degree, solid medical knowledge, and strong English and Chinese communication skills.

Qualifications

• University degree or higher.
• Knowledge of medical aspects and terminology.
• Strong English and Chinese communication skills.

Responsibilities

• Perform risk assessment of medical cases up to authorization limit.
• Ensure new business tasks comply with policy, procedures, guidelines and rules.
• Provide sellers’ enquiries supports.
• Review underwriters’ work when required.
• Provide second approval of referred applications from underwriters.
• Assist Team Leader to track applications and produce monitoring reports.
• Handle ad-hoc assignments.

Skills

Medical knowledge

Business English/Chinese comms

Analytical thinking

Education

University degree

Tools

Excel

Word

PowerPoint

Access

Job description

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description

• Perform risk assessment of medical case up to the specified authorization limit;
• Ensure the assigned new business tasks comply with the Company’s New Business Policy & Procedures, and Underwriting Guideline and Rule Book and service pledge;
• Provide sellers’ enquiries supports;
• Review Underwriters’ works if required;
• Provide second approval of referred application from Underwriters;
• Assist Team Leader or Managers to keep track of applications requests for producing monitoring and control reports; and
• Handle ad-hoc assignments

Qualification & Preferred Skills

• University degree holder
• Competent knowledge of medical aspects (anatomy, physiology, disease, medical abbreviations & terminology, lab tests etc.)
• Uphold substandard medical underwriting authority
• Competent knowledge of financial & medical underwriting
• Competent PC knowledge, includes Excel, Word, PowerPoint and Access
• Good spoken and written English and Chinese communication skills
• Customer oriented mindset

At Sun Life, we’re driven by our Purpose: to help Clients build lifetime financial security and lead healthier lives. Across Asia, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.

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

29/11/2026