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3. Underwriting
QF Level ( 1234567 )
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3. Underwriting
QF Level
Code
Name
QF Level:
Level 1
Code:
105458L1
Name:
Understand insurance terminologies
QF Level:
Level 2
Code:
105459L2
Name:
Apply Chinese writing skills to support service delivery
QF Level:
Level 2
Code:
105460L2
Name:
Apply English writing skills to support service delivery
QF Level:
Level 2
Code:
105461L2
Name:
Use Putonghua to support service delivery
QF Level:
Level 2
Code:
105462L2
Name:
Maintain up-to-date customer records to support daily operations
QF Level:
Level 2
Code:
105465L2
Name:
Maintain up-to-date underwriting records
QF Level:
Level 3
Code:
105483L3
Name:
Prepare and issue insurance documents
QF Level:
Level 3
Code:
105668L3
Name:
Process life insurance applications
QF Level:
Level 4
Code:
105673L4
Name:
Approve life insurance applications involving standard risks
QF Level:
Level 5
Code:
105557L5
Name:
Manage underwriting operations
QF Level:
Level 5
Code:
105558L5
Name:
Evaluate quality of insurance underwriting operations against service pledges
QF Level:
Level 5
Code:
105559L5
Name:
Develop underwriting manuals
QF Level:
Level 5
Code:
105560L5
Name:
Produce risk exposure reports
QF Level:
Level 5
Code:
105561L5
Name:
Control risk exposures
QF Level:
Level 5
Code:
105562L5
Name:
Provide risk assessment training
QF Level:
Level 5
Code:
105563L5
Name:
Manage risk assessment activities
QF Level:
Level 5
Code:
105564L5
Name:
Establish risk assessment guidelines
QF Level:
Level 5
Code:
105565L5
Name:
Implement reinsurance policies
QF Level:
Level 5
Code:
105566L5
Name:
Manage reinsurance activities
QF Level:
Level 5
Code:
105680L5
Name:
Assess life insurance applications involving standard risks
QF Level:
Level 5
Code:
105681L5
Name:
Approve life insurance applications involving non-standard risks
QF Level:
Level 5
Code:
105682L5
Name:
Decline life insurance applications involving non-standard risks
QF Level:
Level 6
Code:
105610L6
Name:
Establish insurance underwriting authority limits
QF Level:
Level 6
Code:
105611L6
Name:
Establish underwriting policies
QF Level:
Level 6
Code:
105612L6
Name:
Establish risk exposure policies
QF Level:
Level 6
Code:
105613L6
Name:
Establish reinsurance policies
QF Level:
Level 6
Code:
105686L6
Name:
Establish risk premium tables and policies for life insurance
QF Level:
Level 7
Code:
105641L7
Name:
Establish profitability strategies for different business lines
Note:
  • The SCSs have been moderated by the Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ) to ensure consistency of QF level across industries.
  • The contents of all SCSs will be updated regularly.
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