New Business Associate

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves over 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled approach aims to deliver innovative propositions, easy-to-understand products and a simpler insurance experience. Established in 2013, the company operates in some of the fastest-growing insurance markets in the world with a vision of changing the way people feel about insurance. FWD Group is listed on the Hong Kong Stock Exchange under the stock code 1828. For more information, please visit www.fwd.com

About FWD Life Philippines 

FWD Life Insurance Corporation (FWD Life Philippines) launched its commercial operations in September 2014. As of end-2022, FWD Life Philippines ranks 3rd and 6th in terms of Paid-up Capital(1) and New Business Annual Premium Equivalent(2), respectively.

For more information, please visit fwd.com.ph. 

1 www.insurance.gov.ph > Statistics > Life > 2022 > Based on Paid-Up Capital

2 www.insurance.gov.ph > Statistics > Life > 2022 > Based on New Business Annual Premium Equivalent

Responsible for the accurate and timely assembly, preparation, documentation, and coordination of policy packs for delivery to customers. The role supports the New Business team by ensuring proper document handling, organised records, accurate delivery information, and timely coordination with courier/service providers.

Policy Pack Assembly and Transmittal Management

• Manage the end-to-end assembly and preparation of policy packs for customer delivery.
• Ensure that policy documents are complete, properly arranged, and prepared in accordance with established New Business procedures.
• Prepare policy packs and the corresponding delivery documents for endorsement to the assigned courier.
• Receive, review, and sort delivery transmittals.
• Prepare and maintain accurate transmittal lists and other delivery-related records.
• Coordinate with the assigned courier or service provider regarding policy packs endorsed for delivery.

Document Management

• Scan policy and delivery-related documents, including receiving copies and proof of delivery, as required.
• Maintain organized electronic and physical filing systems for easy document retrieval and reference.
• Ensure that documents and records are properly filed, secured, and handled in accordance with established document-handling requirements.
• Support document retrieval and other Policy Assembly-related requirements

Administrative and Inventory Support

• Monitor policy assembly supplies and materials and prepare a monthly inventory report.
• Manage the filing and organization of documents and materials kept in the storage room.
• Encode and update RTS (Return to Sender) and LA notes in the appropriate system or tracker to ensure accurate and updated policy delivery records.
• Assist in preparing reports, trackers, and records related to policy assembly and delivery.

Job Requirement:

• Bachelor’s degree
• Proficient in MS Office (Excel, Word, PowerPoint, etc.)
• Organized and keen to details
• Atleast 1 year experience in administrative functions

Privacy Notice

Your privacy is a priority for FWD.  The Company keeps your personal information with us in confidence. To know more about how we process your information, kindly refer to our FWD Recruitment Privacy Notice.

FWD has partnered with Talocity Instasolutions Private Limited (“Talocity”) to manage the initial filtering of candidate’s profiles through video interviews, social profile mapping, and video analytics using artificial intelligence engine that is offered within the Talocity platform.  The platform evaluates the candidate on the five well-known dimensions as per OCEAN Personality Model that influence occupational success and help understand workplace behavior. For more information, please refer to Talocity Privacy Policy.

When you apply, FWD will share your name, phone number and email address to Talocity to contact you and conduct the initial screening and profiling process.  Shortlisted candidates will then be contacted by FWD for the face-to-face interview.