Business Analysis, Underwriting Project Team

Hong Kong Job Consulting; Hong Kong Island; On-site; HKD 300,000 - 460,000; Full time

Job summary

Hong Kong Job Consulting is seeking an Officer/Senior Officer in the Underwriting Project Team to support system implementation and underwriting automation initiatives. The role involves requirements analysis and ensuring compliance with company policies and regulatory requirements in life and medical underwriting operations.

You will prepare test plans, execute UAT, log defects, and coordinate with IT and end-users to ensure system functionalities meet underwriting needs before go-live.

Qualifications

• Experience in UAT execution and testing life/medical underwriting processes.
• Ability to map requirements to system features and workflows.
• Strong collaboration and communication across teams.

Responsibilities

• Prepare test plans and cases; execute User Acceptance Testing (UAT), log defects, and coordinate with IT and end-users to ensure system functionalities meet underwriting operational needs before go-live
• Support data validation and user training
• Drive underwriting automation initiatives (e.g., rules engine, Straight-Through Processing)
• Streamline scanning and new business administration workflows to enhance service efficiency
• Gather requirements from the underwriting team and conduct process mapping
• Propose compliant, efficient solutions to support system enhancements and SDLC projects
• Ensure life and medical underwriting activities adhere to company policies and regulatory requirements
• Handle underwriting inquiries and leverage feedback to improve service standards

Skills

UAT testing

Requirements analysis

Automation project experience

Communication

Data validation

Education

University degree

Tools

MS Office

Job description

Business Analysis, Underwriting Project Team

Officer/Senior Officer in the Underwriting Project Team, responsible for supporting system implementation, underwriting automation initiatives, requirements analysis, and ensuring compliance with company policies and regulatory requirements in life and medical underwriting operations.

Key responsibilities

• Prepare test plans and cases; execute User Acceptance Testing (UAT), log defects, and coordinate with IT and end-users to ensure system functionalities meet underwriting operational needs before go-live
• Support data validation and user training
• Drive underwriting automation initiatives (e.g., rules engine, Straight-Through Processing)
• Streamline scanning and new business administration workflows to enhance service efficiency
• Gather requirements from the underwriting team and conduct process mapping
• Propose compliant, efficient solutions to support system enhancements and SDLC projects
• Ensure life and medical underwriting activities adhere to company policies and regulatory requirements
• Handle underwriting inquiries and leverage feedback to improve service standards

Requirements

• University degree
• At least 1 year of Business Analyst or project experience in the insurance industry, with familiarity in New Business / Underwriting (NB/UW) workflows
• Proven UAT execution and automation project experience (underwriting operations preferred)
• Detail-oriented and analytical
• Strong collaborator with excellent communication skills in English, Cantonese, and Mandarin
• Proficient in MS Office