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Sun Life

Global financial services for insurance, investments

Assistant Manager/Manager 1 - Underwriting & New Business

UnderwritingConfirmed live in the last 24 hours
Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

  • A university degree is required.
  • Competent knowledge of medical aspects, including anatomy, physiology, disease, medical abbreviations and terminology, and laboratory tests.
  • Ability to uphold substandard medical underwriting authority.
  • Competent knowledge of financial and medical underwriting.
  • Competent personal-computer knowledge, including Excel, Word, PowerPoint, and Access.
  • Good spoken and written English and Chinese communication skills.

Responsibilities

  • Perform risk assessment of medical cases up to the specified authorization limit.
  • Ensure assigned new business tasks comply with the Company’s New Business Policy and Procedures, Underwriting Guideline and Rule Book, and service pledge.
  • Provide support for sellers’ enquiries.
  • Review Underwriters’ work when required.
  • Provide second approval of applications referred by Underwriters.
  • Assist the Team Leader or Managers in tracking application requests and producing monitoring and control reports.
  • Handle ad-hoc assignments.

About the Company

Sun Life

Global financial services for insurance, investments

Sun Life provides a wide range of financial services worldwide, mainly through life and health insurance, financial planning, and investment solutions for individuals, businesses, and institutions. Its products work by collecting premiums for insurance coverage, fees for planning services, and returns on investments; these funds are used to pay claims, support financial planning advice, and generate investment gains. What sets Sun Life apart is its global presence across Canada, the United States, Asia, and Europe, plus a comprehensive product lineup and a focus on helping clients achieve financial security and healthier lives, rather than relying on a single product. The company aims to grow and manage wealth for clients while pursuing sustainability goals, including net zero emissions by 2050.

Company size
10,001+
Company stage
IPO
Headquarters
United States
Founded
1865

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