引受査定業務グループ アンダーライター アシスタントマネージャー/アソシエイト/スタッフ (#608)

新契約査定者として環境上のリスク、医務上のリスクを的確に判断していく業務です。
常に変化していく新契約引受査定を担う部署において、より早く、よりシンプルに査定が完了できるように、ともに工夫・改善を行ってくれる方を歓迎します。
査定知識を習得する中で、財務諸表の見方や医学知識を身につけることができ、ご自身のスキルを伸ばせます。
また、世の中の変化、医学の進歩に応じた判断が求められますので、生命保険業界の動向を肌で感じることができます。
査定以外にも、規定改定や帳票改訂を始め、日々の業務の改善・変革を通じて、社内外の顧客の声を形に変えることができます。

主な職務内容は以下のとおりです。
・新契約引受査定およびその付随業務。
・不備削減の企画・立案・実行、新契約査定に関する業務改善、規定改定、マニュアル整備等。
・委託先の管理・監督。
・所属メンバーの育成（職位に応じて）。

【求めるスキル・経験/ Required Skills and Experiences 】

・保険実務経験
・（アシスタントマネージャー・アソシエイト）査定経験者/（スタッフ）査定経験があれば尚可
・基本的なPCスキル（‎Excel・Word・PPT）
・ビジネス上の電話対応スキル
・何事にも前向きに取り組み、継続的に知識とスキルを高める意欲のある方
・主体的に考え、行動できる方
・自ら積極的に関係者とコミュニケーションを取りにいき周囲と協力できる方
・英語できれば尚可

 

This role involves accurately assessing environmental and medical risks as part of new business underwriting.

We welcome candidates who can work together with the team to develop and implement improvements so that new business underwriting assessments can be completed more quickly and efficiently in an environment where underwriting requirements and practices are constantly evolving.

While acquiring underwriting knowledge and expertise, you will also have the opportunity to develop knowledge of financial statements and medical concepts, allowing you to expand your professional skills.

As the role requires making decisions in response to changes in society and advances in medical knowledge, you will gain firsthand exposure to trends and developments in the life insurance industry.

In addition to underwriting, you will have opportunities to turn feedback from internal and external customers into tangible improvements through activities such as revising rules and regulations, updating forms, and continuously improving and transforming day-to-day operations.

Main Responsibilities

• Conduct new business underwriting assessments and related activities.
• Plan, develop, and implement initiatives to reduce deficiencies, improve new business underwriting processes, revise rules and regulations, and maintain/update manuals.
• Manage and supervise outsourced service providers.
• Develop and train team members, depending on the position level.

Required Skills and Experience

• Experience in insurance operations/business.
• For Assistant Manager/Associate: Experience in underwriting is required. For Staff: Underwriting experience is preferred.
• Basic PC skills, including Excel, Word, and PowerPoint.
• Business-level telephone communication skills.
• A positive attitude and willingness to continuously develop knowledge and skills.
• Ability to think and act proactively and independently.
• Ability to actively communicate with relevant stakeholders and collaborate effectively with others.
• English language skills are a plus.