AU Insurance Virtual Assistant

Level Up Recruitment; Makati; On-site; PHP 450,000 - 650,000; Full time

Job summary

Level Up Talent Solutions is seeking an AU Insurance Virtual Assistant to support Australian insurance operations in Angeles City, Pampanga. The role focuses on policy administration, renewals, quotations, and claims coordination.

The ideal candidate has 2–3 years of Australian insurance administration experience, proficiency with insurance software, and strong English communication. Work hours align with Australian business times in a full-time capacity.

Qualifications

• 2–3 years of hands-on Australian insurance administration experience.
• Tier 2 Insurance Broking Compliance certification.
• Experience using Australian insurance software such as INSIGHT, WinBEAT, OfficeTech.
• Practical knowledge of policy renewals, quotations, claims tracking, and documentation.

Responsibilities

• Maintain accurate client information and insurance records, policy documents, and digital files.
• Process invoices and supporting docs using the Document Management System.
• Manage communications with timely responses and precise records.

Skills

Australian insurance administration

English communication

Organizational skills

Problem solving

Tools

INSIGHT

WinBEAT

OfficeTech

Job description

Level Up Talent Solutions is seeking an AU Insurance Virtual Assistant to support Australian insurance operations in Angeles City, Pampanga, focusing on policy administration, renewals, quotations, and claims coordination.

The ideal candidate is an experienced Australian insurance administrator with strong attention to detail, insurance systems proficiency, and the ability to independently manage records, deadlines, and operational workflows.

Responsibilities

Insurance Administration & Documentation

• Maintain accurate client information, insurance records, policy documents, and organized digital files.
• Process and save invoices and supporting documentation using the company's Document Management System.
• Manage incoming and outgoing communications, ensuring timely responses and accurate records.

Policy Renewals & Quotations

• Coordinate pre-renewal activities, including task allocation, renewal schedules, templates, and client communications.
• Obtain renewal terms and review policy changes and claims history for proper documentation.
• Prepare comparative insurance quotations using updated client information and claims records.
• Monitor claims activity through the assigned CRM or insurance management system, ensuring records remain accurate and updated.
• Retrieve debtor reports and coordinate outstanding statement reminders when required.

Workflow Coordination & Compliance

• Maintain organized workflows, monitor deadlines, and follow established Australian insurance administration procedures.
• Collaborate with internal teams and stakeholders, providing timely updates and escalating concerns when necessary.

Qualifications

• At least 2–3 years of hands‑on Australian insurance administration experience.
• Tier 2 Insurance Broking Compliance certification in Australian insurance.
• Experience using Australian insurance software such as INSIGHT, WinBEAT, OfficeTech, or other relevant insurance management platforms.
• Practical knowledge of insurance administration, including policy renewals, comparative quotations, claims tracking, and documentation.
• Familiarity with Australian insurance products, such as home, motor, business, and personal insurance.
• Strong organizational, multitasking, and problem‑solving skills with excellent attention to detail.
• Excellent written and verbal English communication skills, with the ability to coordinate effectively with clients and internal teams.
• Proactive, dependable, and capable of following established procedures while managing responsibilities independently.

Nice to Have

• Experience supporting Australian insurance brokers or insurance advisory firms.
• Familiarity with document management systems, insurance CRM platforms, and debtor statement follow‑ups.
• Experience managing multiple renewal deadlines, client portfolios, and insurance administration workflows.

Employment Type: Full-Time

Work Schedule: Day Shift, aligned with Australian business hours