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Senior Officer, New Business
2 weeks ago
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.
For more information, please visit
FWD Vietnam was established in 2016 and is a member of FWD Group. For more information, please visit
PURPOSE
Verify data and information of new proposals
Underwrite simple non-jet new business proposals
Manage system enhancements and NBU-related projects
Prepare business requirements and conduct UAT
Produce routine and ad-hoc reports
Train users and testers on NBU systems and processes
KEY ACCOUNTAIBILITIES
Perform daily NBU transactions across systems (e.g., CUBE, LAS, AWPL, CCR, OWB, UWME)
Handle enquiries and complaints from sales forces and customers regarding insurance applications and underwriting decisions within authority
Manage NBU system enhancements (e.g., OWB_NBU workflow, Underwrite Me)
Collaborate with IT and cross-functional teams to prepare business requirements and conduct UAT
Produce routine and ad-hoc NB & UW reports for production monitoring
Train system testers and users on NBU systems and processes
Support ad-hoc tasks and participate in projects assigned by Line Manager.
QUALIFICATIONS / EXPERIENCE
Bachelor of business administration, Financial, Banking, IT
Minimum 2 years of experience in life insurance new business and underwriting
Experience in preparing business requirements and conducting UAT
Prior experience in a similar underwriting role is preferred
Completion of LOMA courses is an advantage
KNOWLEDGE & TECHNICAL SKILLS
Proficient in both English and Vietnamese
Detail-oriented with strong underwriting and data verification skills
Proficient in system usage, UAT, and report generation
Effective communicator and trainer
Capable of managing projects and working under pressure
Collaborative and organized with good time management
Effective management skills are preferable