Associate Director, HNW Business Support, Tied Agency

About FWD Group

FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 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 www.fwd.com

For more information about FWD Hong Kong, please visit www.fwd.com.hk/

Summary

The role is responsible for driving HNW business growth within the Tied Agency channel by leveraging deep underwriting expertise and end-to-end case management capabilities. As the key bridge between Agency, Underwriting and Operations, the incumbent will proactively manage complex and high-value cases, expedite underwriting decisions, improve case conversion and turnaround time, and enhance adviser and customer experience throughout the new business journey.

The Job

- Partner with Tied Agency to grow HNW business through underwriting expertise, case consultation and business support.
- Serve as the key liaison among Agency, Underwriting, New Business and Operations teams to expedite case progression and policy issuance.
- Conduct pre-underwriting assessments and provide technical guidance on underwriting requirements.
- Manage end-to-end HNW case onboarding and proactively resolve issues to improve turnaround time and case conversion.
- Support new business cases by coordinating with business partners such as banks, distributors and internal stakeholders on documentation and operational requirements.
- Handle complex and escalated cases, providing timely updates and solutions to agency leaders and financial consultants.
- Deliver underwriting and case management training to strengthen the capability of the agency force.
- Drive service excellence through effective stakeholder management and continuous workflow enhancement.
- Monitor case pipelines, maintain case records and prepare business reports to track performance and service efficiency.
- Participate in strategic initiatives, process improvement projects and ad hoc assignments to support HNW business growth.

The Person

- Degree holder in Insurance, Business Administration, Finance or a related discipline.
- Minimum 10 years' experience in life insurance, preferably in Underwriting, New Business, Case Management or HNW business support.
- Solid knowledge of life insurance products, underwriting principles and operational processes.
- Strong experience in handling complex HNW cases and providing pre-underwriting consultation.
- Good understanding of Premium Financing arrangements and related operational workflows.
- Strong stakeholder management, communication and influencing skills, with the ability to work effectively across distribution and support functions.
- High level of business acumen, risk awareness, compliance consciousness, accountability and ownership.
- Fluent in spoken and written English and Chinese; professional qualifications such as FLMI, ALU, CFP or IIQE certifications are an advantage.

We offer 5-day work, 20-22 days annual leaves, excellent learning & development opportunities and an attractive package to the right candidate.

Information collected will be treated in strict confidence and used solely for recruitment purpose. The company will retain all applications no longer than 24 months of which will be destroyed thereafter. When there are vacancies in any of our subsidiaries, holding companies, associated or affiliated companies of, or companies controlled by, or under common control with the Company during that period, we may transfer your application to them for consideration of employment. We are an equal opportunity employer. We do not discriminate on the basis of race, gender, disability or family status in employment process.