AU Insurance Virtual Assistant

Level Up Talent Solutions; Philippines; Presencial; PHP 207.000 - 344.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health coverage with dependents

Onsite workplace amenities

Training and career growth

Day-shift schedule aligned with AU

Descripción de la vacante

Level Up Talent Solutions is hiring an AU Insurance Virtual Assistant to support Australian insurance operations from Angeles City, Pampanga. The role focuses on policy administration, renewals, quotations, and claims coordination with strong attention to detail and systems proficiency.

The ideal candidate has 2–3 years of Australian insurance administration experience, Tier 2 compliance, and excellent English communication. Day shifts align with Australian clients.

Formación

• At least 2–3 years of Australian insurance administration experience.
• Tier 2 Insurance Broking Compliance certification in Australian insurance.
• Experience with INSIGHT, WinBEAT, OfficeTech or similar platforms.
• Knowledge of policy renewals, quotations, and claims tracking.
• Excellent written and verbal English communication.

Responsabilidades

• Maintain accurate client information, insurance records, policy documents, and digital files.
• Process invoices and supporting documents in the Document Management System.
• Manage communications, ensuring timely responses and records accuracy.
• Coordinate pre-renewal activities, renewal schedules, templates, and client communications.
• Prepare comparative quotations using updated client information and claims records.
• Monitor claims activity via the CRM or insurance management system.
• Retrieve debtor reports and coordinate reminders when required.
• Maintain organized workflows and meet Australian procedures.
• Collaborate with internal teams and escalate concerns when necessary.

Conocimientos

Attention to detail

Insurance administration

Records management

English communication

Time management

Educación

Tier 2 Insurance Broking Compliance certification

Herramientas

INSIGHT

WinBEAT

OfficeTech

Descripción del empleo

Angeles City, Philippines | Posted on 11/06/2026

At Level Up Talent Solutions, we believe great work starts with feeling supported, trusted, and valued.

We are a people-focused talent company that connects skilled professionals with meaningful long-term opportunities. Our goal is to create an environment where you can do your best work, continue growing, and feel confident in the role you play within a team.

When you join Level Up Talent Solutions, you are not just filling a position. You are becoming part of a community that values clear communication, consistency, and mutual respect. We work closely with you to understand your strengths, your experience, and the type of work environment where you can thrive.

We support our talents through structured onboarding, ongoing guidance, and realistic expectations. You will always know what success looks like and who to turn to when you need support. We believe that when talents feel aligned and empowered, everyone succeeds.

At Level Up Talent Solutions, growth is not only about skills. It is about confidence, stability, and building a career you can be proud of.

We are here to help you level up.

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.

Requirements

• 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.
• Day‑shift schedule aligned with Australian clients.
• Health coverage with dependent coverage, subject to the employer's applicable policy.
• Training, professional development, and career growth opportunities.
• Access to onsite workplace amenities and applicable employee benefits.