Assistant Manager, Customer Onboarding

gradmalaysia.com; Kuala Lumpur; On-site; MYR 70,000 - 90,000; Full time

Job summary

A leading insurance firm in Kuala Lumpur is seeking an experienced underwriter to assess and underwrite complex life insurance cases. The role requires at least five years of experience in life insurance underwriting, focusing on medical and financial aspects. Ideal candidates will excel in communication and interpersonal skills, ensuring timely and effective decision-making. The position suits someone proactive and capable of providing expert consultation to business partners while maintaining high service levels.

Qualifications

• At least five years of experience in life insurance underwriting, specializing in medical and financial aspects.
• Strong analytical and decision-making skills in underwriting complex cases.
• Ability to engage with business partners and provide expert consultation.

Responsibilities

• Assess and underwrite complex insurance cases to achieve settlement ratios.
• Review cases recommended by junior underwriters and make timely decisions.
• Ensure compliance with regulatory requirements in underwriting processes.
• Conduct workshops to enhance underwriting knowledge and practices.

Skills

Interpersonal skills

Communication skills

Proactive mindset

Team collaboration

Education

Tertiary qualification in Medical Science or related field

Job description

• To review and underwrite complicated cases and achieve high settlement ratio.
• To evaluate and countersigning cases recommended by the junior underwriter, to make prudent business-focused decisions effectively and timely.
• To ensure Turn-Around-Time and service level is efficiently managed.

Key Responsibilities

• Assess and underwrite complex cases to achieve a high settlement ratio.
• Review and approve cases recommended by junior underwriters, ensuring prudent, business-focused, and timely decision-making.
• Maintain efficient turnaround times and service levels to enhance operational effectiveness.
• Engage professionally with business partners and Life Planners, providing expert consultation and support.
• Offer technical guidance, propose solutions, and assist agents in finalizing cases.
• Deliver priority consultation and underwriting services for premier Life Planners.
• Conduct underwriting workshops, clinics, and roadshows to enhance knowledge sharing.
• Oversee compliance screening tasks and ensure adherence to regulatory and procedural requirements for the New Business Underwriting Department.
• Manage and resolve complaint cases with top-priority service and professionalism.
• Perform additional duties as assigned by Supervisors or the Head of Department to support operational needs.
• A tertiary qualification in Medical Science or a related field is preferred.
• At least five years of experience in life insurance underwriting, with expertise in medical and financial underwriting and legal aspects of life insurance.
• Strong interpersonal and communication skills, with the ability to collaborate effectively across teams.
• Proven ability to provide clear guidance, share insights, and support team development.
• Ability to build trust and maintain strong professional relationships at all levels.
• A proactive mindset with the capacity to deliver high-quality work under pressure.
• Willingness to be based at one of our branch locations.

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