AU Insurance Virtual Assistant — Policy, Renewals & Claims

Level Up Talent Solutions; Philippines; On-site; PHP 207,000 - 344,000; Full time

Benefits offered by this job

Health coverage with dependents

Onsite workplace amenities

Training and career growth

Day-shift schedule aligned with AU

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Attention to detail

Insurance administration

Records management

English communication

Time management

Education

Tier 2 Insurance Broking Compliance certification

Tools

INSIGHT

WinBEAT

OfficeTech

Job description

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.