About FWD Group
FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 34 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 main board of the Hong Kong Stock Exchange under the stock code 1828.
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FWD Vietnam was established in 2016 and is a member of FWD Group.For more information, please visit
PURPOSE
- Deliver expertise underwriting through NBU process in term of effectively and customer-centricity
- Develop and coach the underwriting resource for the company, following the standard of underwriting from Group and re-insurers.
- Incorporate with Sales Force to educate, support for sales process along with relevant stakeholders.
KEY ACCOUNTAIBILITIES
- To verify the completeness and validity of application for insurance documents.
- To classify life and health risks, initiate risks assessment, and make underwriting decision on the risks in compliance with the company underwriting guidelines and procedures.
- To perform NBU transactions in systems (CCR, LAS, NBO), creating SLQ/LCA/underwriting decision letters, updating underwriting decisions).
- To prepare and sign on SLQ/LCA/underwriting decision letters to Life Planner and customers to follow-up the delivery/feedback and to process the responses/requests accordingly.
- To handle enquiries/complaints from Life Planner and customers on application for insurance and underwriting decision matters.
- To guide UW panel doctors on underwriting medical examination.
- To conduct training to agency force on NBU guidelines and procedures.
- To execute NBU User Acceptance Testing (UAT) to verify system performance.
- To participate in NBU reporting and NBU auditing.
- To carry out other tasks and projects as and when assigned by line manager.
QUALIFICATIONS / EXPERIENCE
- BA graduated: Medicine or insurance is preferable
- 3 year experience in insurance or medicine fields
- Experience in life insurance underwriting with similar role is preferable
KNOWLEDGE & TECHNICAL SKILLS
- Good command of English and Vietnamese
- Knowledgeable in computer software and system usage
- Effective interpersonal skills and good teamwork spirit
- Well organized and good time management
- Pro-active, innovative, integrity, meticulous and diligent
- Able to deliver works under tight deadlines and heavy pressures.
