Underwriting Assistant (Financial Lines)
Zurich Insurance Company
Hong Kong, HK

Job Accountabilities

  • Manage both pre-and post- bound activities for the assigned accounts, provide support to the underwriters in the areas of underwriting operations, procedures, policy endorsement and policy issuance
  • Interact on daily basis with brokers and customers for their assigned accounts to assure that all aspects and deadlines of delivery are fulfilled
  • Manage and resolve issues related to policy issuance and is responsible for the follow up of premium payment, claims flow and cash collection
  • Assist in executing underwriting plans for standard / tacit renewals or accounts with low complexity when needed and service strategy for these product lines
  • Underwrite and analyze new and renewal business of Financial Lines Division utilizing The Zurich Way of Underwriting (TZW) framework, within delegated authority levels
  • Develop and maintain strong relationships with brokers and other distributors in support of business retention and acquisition
  • Update of new and renewal business record; filing of underwriting information and client’s data
  • Timely update and use of Zurich internal system to proactively manage and improve underwriting and operation efficiency
  • Policy draft review and policy issuance; liaise with operation team for premium booking
  • Follow up and manage on cash collection
  • Attend internal and external meetings and monitor service relevant business decisions made at meetings to ensure each decision is acted upon in accordance with the outcome of the meeting
  • Handling of assigned new or renewal accounts within delegated authorities
  • Measure exposure and analyze risk; determine the technical price according to agreed pricing process; quote and set coverage;
  • negotiate terms & conditions

    Job Qualifications

  • Diploma or bachelor’s degree or above
  • 1 - 2 years of work experience, preferrable in insurance industry
  • Fluency in English, Cantonese and Mandarin
  • Proficiency in using Microsoft Office - MS Word, Excel, Power Point and Access
  • Ideally with knowledge in finance and accounting
  • Data analytical knowledge with tools such as VBA and Python will be an advantage
  • Fresh graduate with relevant internship experience will also be considered
  • Why Zurich

    At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right?

    We are an equal opportunity employer who knows that each employee is unique - that’s what makes our team so great!

    Join us as we constantly explore new ways to .

  • Location(s) : HK - Hong Kong
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