Financial Services Specialist
HSBC View all jobs
- Foshan, Guangdong
- Permanent
- Full-time
- Perform underwrting assessment on both medical/non-medical cases and monitor the underwriting process to completed within the turnaround time in accurate, effective manner
- Review the completeness and validity of documents submitted by clients.
- Examine client information and underwrite policies accurately in accordance with established insurance operational guildlines and procedures.
- Exercise sound decision-making to evaluate client risk profiles and determine eligibility for insurance coverage.
- Proactively follow up with branch sales managers to ensure the completeness of client policy information.
- Execute and comply with relevant internal control standards and group compliance policies.
- Liaise with team leads to identify areas of improvment.Participates in various projects assigned and drive a satisfatory result.
- Carry out insurance policy administration tasks, including handle case referral, complaint case and high risk case review and investigation, assist for overall effective control monitoring in UW Ops.
- At least 2 years of underwriting experiences and solid experience in backend insurance operations or underwriting process.
- Excellent verbal and written communication skills and interpersonal skills in Chinese and English
- Competency in Microsoft applications including Word, Excel, Outlook, PPT. Capability of workflow and procedure writer.
- Strong self-motivation and ability to work under pressure and strong job commitment
- Good analytical skills, together with the ability to support decisions with sound reasoning
- Problem solving skills with the ability to work independently and to the highest level of accuracy and accountability
- Ability to organize work independently and as part of a team
- Ability to work under pressure, both autonomously and within
- Strong decision making, negotiation and consultative skills