Assistant Manager/Manager I, Underwriting & New Business

Sun Life

Kowloon, Hong Kong1w ago

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Key details

Location
Kowloon, Hong Kong
Work style
Onsite
Level
Senior
Job type
Full-time
Function
Finance & Accounting
Focus area
other
Posted
1w ago

Skills

anatomyexcelmicrosoft accessmicrosoft wordphysiologypowerpointrisk assessmentunderwriting

About the role

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.


At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.


When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.


Discover how you can make a difference in the lives of individuals, families and communities around the world.



Job Description:

Job Description

  • Perform risk assessment of medical case up to the specified authorization limit;
  • Ensure the assigned new business tasks comply with the Company’s New Business Policy & Procedures, and Underwriting Guideline and Rule Book and service pledge;
  • Provide sellers’ enquiries supports;
  • Review Underwriters’ works if required;
  • Provide second approval of referred application from Underwriters;
  • Assist Team Leader or Managers to keep track of applications requests for producing monitoring and control reports; and
  • Handle ad-hoc assignments

Qualification & Preferred Skills

  • University degree holder
  • Competent knowledge of medical aspects (anatomy, physiology, disease, medical abbreviations & terminology, lab tests etc.)
  • Uphold substandard medical underwriting authority
  • Competent knowledge of financial & medical underwriting
  • Competent PC knowledge, includes Excel, Word, PowerPoint and Access
  • Good spoken and written English and Chinese communication skills
  • Customer oriented mindset

At Sun Life, we’re driven by our Purpose: to help Clients build lifetime financial security and lead healthier lives. Across Asia, we cultivate a High-Performance, Caring Culture that empowers our people to achieve outstanding results, embrace continuous growth, and create meaningful impact. We succeed together by fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued.


We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.


We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).

Job Category:

Underwriting - Individual

Posting End Date:

29/11/2026

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