Medical Underwriting, Specialist

AIA Group; Hong Kong; On-site; HKD 180,000 - 300,000; Full time

Job summary

Blue Cross in Hong Kong is seeking a role focused on medical underwriting and healthcare strategy. You will support the underwriting process, assist with renewal documents, and collaborate across Sales, Marketing and Operations to drive customer value.

The position emphasizes understanding customer needs, data accuracy, and cross-functional teamwork in a fast-paced environment.

Qualifications

• Must understand customer needs and deliver thoughtful responses.
• Accurate and fast data processing skills are required.
• Proficient in English and Chinese, both written and spoken.

Responsibilities

• Assist manager to ensure smooth operations of Medical Underwriting Department.
• Deliver professional underwriting services to assess new business applications and benefit upgrades.
• Update and review quotation materials in Proposal System.

Skills

Customer-centric

Data processing

English & Chinese

MS Word

Excel

PowerPoint

Education

Bachelor's degree

Tools

MS Word

Excel

PowerPoint

Job description

FIND YOUR BETTER AT Blue Cross

If you believe in better, we'd love to hear from you.

About the Role

This role contributes to the delivery of customer outcomes that are reliable, thoughtful, and create meaningful impact for customers and society. The role holder is expected to embed a customer first mindset in all decisions and actions by developing a clear understanding of customer needs, taking end to end ownership to resolve issues, and working collaboratively across teams to continuously enhance the customer journey-both directly and indirectly.

Responsibilities:

Medical Underwriting

• Assist manager to ensure smooth operations of Medical Underwriting Department
• Responsible to deliver professional underwriting services to assess the new business application / benefit upgrade / of group medical business
• Update and review the incoming quotation materials in Proposal System
• Prepare and review renewal invitation documents for Group Package Medical Product
• Support for the Proposal Issuance and Delivery (including the renewal invitation documents)
• Discuss with Policy Admin and Claim Dept to study the feasibility of following the existing terms & conditions of New Business quotations
• Prepare the Monthly Turnaround Time Report
• Assist Manager to underwrite Individual Medical application
• Participate in ad hoc projects and system UAT
• Price group medical quotations in prudent and profitable manner
• Assist to strike the balance in between the business top line and bottom line
• Assist in delivering professional underwriting services to assess the new business application and benefit upgrade of group medical business

Healthcare Strategy

• Assist Medical Insurance Business Line Leader and work closely with other departments, like Sales, Marketing and Operations to promote and deliver the organization's value proposition
• Coordinate with other departments on reporting progress of developments in Healthcare Strategy
• Assist in developing innovative Healthcare Strategy and wellness initiatives to support business development in Medical Insurance Business

Requirements:

• Strong commitment to understanding and addressing customer needs
• Accurate and fast data processing skill
• Good written and spoken English and Chinese
• Self-starter and eager to learn
• Good PC skills - MS Words, Excel, & PowerPoint
• Able to work under great pressure, especially the peak session of group business
• Good adaptability with changing environment
• Co-operative and good working attitude
• Degree Holder

Others:

• You are required to obtain the relevant license(s) if your job involves regulated activities