HNW Underwriting Administration Lead, Life Operations

FWD Insurance

Hong Kong

On-site

HKD 240,000 - 320,000

Full time

13 days ago

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Benefits offered by this job

Annual leave 20–22 days

Job summary

FWD Group in Hong Kong is seeking a detail-oriented professional to support underwriting operations, verify submissions for completeness and coordinate with multiple teams for timely case progression.

The role requires 2+ years in life insurance operations or underwriting support, strong analytical and organizational skills, and fluency in English and Chinese. Proficiency in MS Word/Excel/PowerPoint is expected. 20–22 days of annual leave are offered.

Qualifications

2+ years' experience in life insurance operations or underwriting support.
Understanding of life insurance application documents and new business workflows.
Strong analytical, problem-solving and organizational skills; attention to detail.

Responsibilities

Review new HNW submissions for completeness and identify missing information or documents, facilitate case allocation.
Coordinate with Case Management teams and stakeholders on case status, follow-up actions, issue resolution and case progression.
Monitor outstanding underwriting, financial, compliance and administrative requirements, proactively follow up on pending items and elevate aged or stalled cases.
Coordinate outstanding actions required for case completion to improve turnaround times, reduce case ageing and support service-level commitments.
Prepare, organize and assemble case information and supporting documentation to enable efficient assessment by underwriters and facilitate formal underwriting submissions where required.
Review cases prior to formal submission to ensure all required evidence, approvals, notes, requirements and supporting documentation have been obtained, appropriately recorded and are ready for underwriting decision, referral or policy issuance.
Maintain accurate underwriting system records, workflow statuses, case tracking records and management information, ensuring case files remain complete, accurate and audit-ready throughout the case lifecycle.
Provide administrative support to underwriters, including preparation of correspondence, requirements letters, file assembly, document management and other underwriting-related administrative activities.
Provide backup support for straightforward savings applications within agreed limits, in accordance with established guidelines and procedures, and elevate exceptions or cases outside the agreed scope.
Identify recurring submission gaps, operational issues and delay drivers, prepare management reports, and support performance monitoring and management review.
Liaise with relevant stakeholders to identify process improvement opportunities, support workflow enhancements, and participate in user acceptance testing, change initiatives and ad hoc projects as assigned.