Assistant Manager/Manager I, Underwriting & New Business

Sun Life of Canada (Philippines), Inc. Josephine Collado; Hong Kong; On-site; HKD 300,000 - 520,000; Full time

Benefits offered by this job

MPF

Group life insurance

Group medical insurance

Career development

Job summary

Sun Life invites a qualified professional to perform risk assessment of medical cases up to the specified authorization limit and ensure adherence to underwriting policies and service pledges. The role includes supporting sellers, reviewing underwriters’ work, and providing second approvals when required.

Ideal candidates hold a university degree, strong medical and underwriting knowledge, and proficient PC skills (Excel, Word, PowerPoint, Access) with good English and Chinese communication.

Qualifications

• 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.

Responsibilities

• 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.
• Handle ad-hoc assignments.

Skills

Medical underwriting knowledge

Financial underwriting knowledge

PC skills (Excel, Word, PowerPoint, MS

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