Contract Underwriting Assistant (Trainee)

HDI Global SE; Hong Kong; On-site; HKD 134,000 - 201,000; Full time

Job summary

HDI Global SE in Hong Kong is seeking a Contract Underwriting Assistant (Trainee) to provide administrative and operational support to underwriting teams, aligning CRM processes and ensuring governance.

You will learn insurance policy administration, CRM workflows, and contribute to dashboards and reports, while developing process documentation and supporting improvements; suitable for fresh graduates or those with basic insurance exposure.

Qualifications

• Diploma or Bachelor’s degree in Business, IT, Marketing, or related field.
• Experience in General Insurance preferred; candidates with no or little insurance experience will be considered.
• Familiarity with CRM workflows and policy administration is preferred.
• ANZIIF certification is a strong advantage.
• Ability to work independently and meet project timelines.

Responsibilities

• Provide administrative support to underwriters
• Assist with user access setup in systems, and workflow maintenance
• Align CRM processes with insurance operations (claims, underwriting, policy servicing & finance).
• Act as first-line support for CRM-related issues.
• Validate and clean data to ensure accuracy and governance compliance.
• Develop reports and dashboards to support Underwriting, Operations, Claims & Finance teams
• Assist to prepare process documentation, user guides, and system manuals.
• Learn and contribute to process improvements and automation projects.
• Deliver insights to improve customer lifecycle management.

Skills

Attention to detail

Communication

Problem-solving

Independent learner

Education

Diploma or Bachelor’s degree in Business, IT, Marketing, or related field

Tools

CRM platforms (CRM systems)

Job description

Contract Underwriting Assistant (Trainee)

HDI Global SE is Germany’s leading industrial insurer and has been servicing companies in Asia since 1995. As an industrial lines insurer, HDI Global SE meets the needs of SMEs, industrial companies and corporate customers with insurance solutions that are specifically tailored to their requirements for Property, Construction, Casualty, Liability and Marine. The company also has operations in more than 175 countries through foreign branch offices, subsidiary companies, and network partners.

Job Purpose:

The Underwriting Assistant provides administrative & operational support to our underwriting teams.

RESPONSIBILITIES

Provide administrative support to underwriters

Assist with user access setup in systems, and workflow maintenance

Align CRM processes with insurance operations (claims, underwriting, policy servicing & finance).

Act as first-line support for CRM-related issues.

Validate and clean data to ensure accuracy and compliance with governance standards.

Develop reports and dashboards to support Underwriting, Operations, Claims & Finance teams

Assist to prepare process documentation, user guides, and system manuals.

Learn and contribute to process improvements and automation projects.

Deliver insights to improve customer lifecycle management.

QUALIFICATIONS

Diploma or Bachelor’s degree in Business, IT, Marketing, or related field.

Experience in General Insurance (Property & Casualty) highly preferred. Candidates with no or little prior insurance experience will also be considered.

Prior experience in insurance policy administration, CRM workflows & familiarity with CRM platforms also preferred.

Strong attention to details and willingness to learn.

Good communication and problem-solving skills.

ANZIIF certification is a strong advantage

Ability to work independently and deliver within defined project timelines.

Personal data of candidates being collected will be used for recruitment purposes only and personal data of unsuccessful applicants may be retained for a period of up to two years.