Australian Insurance Accounts & Broker Support Specialist

Bespoke Outsource Services; Philippines; On-site; PHP 420,000 - 660,000; Full time

Benefits offered by this job

Medical, dental, and life insurance

Paid vacation

Sick leave with quarterly conversion

Competitive salary and annual apprais－

Financial assistance program

13th-month pay

Company events

Job summary

Bespoke Outsource Services is seeking an Account Assistant to provide day-to-day administration and broker support for an Australian insurance brokerage. You will work with brokers, clients, and insurers to manage accounts, documentation, and processing requirements.

The role emphasizes accuracy, timely renewals, and regulatory compliance, with duties spanning policy schedules, endorsements, invoices, and file notes. Strong English communication and attention to detail are essential.

Qualifications

• 3-4 years' experience in Australian general insurance brokerage.
• Current Tier 2 General Insurance accreditation.
• Experience with policy administration and renewals.
• Proficient in MS Office and cloud systems.

Responsibilities

• Assist brokers with new business, renewals, amendments, cancellations, and servicing requirements.
• Prepare, review, and maintain insurance documentation, including policy schedules, certificates, renewal documentation, invoices, and correspondence.
• Liaise with clients, insurers, underwriters, and stakeholders to obtain information and provide updates.
• Assist with renewal preparation by reviewing policy information and coordinating renewal documentation.
• Process policy changes, endorsements, cancellations, and other transactions accurately and timely.
• Maintain accurate client and policy records in the brokerage management system and ensure documentation is up to date.
• Assist with premium, invoice, and account administration and support credit control processes.
• Monitor outstanding tasks and renewal activities to meet deadlines and escalate when required.
• Provide general administrative and operational support including reporting and file notes.

Skills

Australian general insurance

Account administration

Deadline management

MS Office

English communication

Education

Tier 2 General Insurance accreditation

Tools

Insight

WinBEAT

Job description

Bespoke Outsource Services is seeking an Account Assistant to provide day-to-day administration and broker support for an Australian insurance brokerage. You will work with brokers, clients, and insurers to manage accounts, documentation, and processing requirements.

The role emphasizes accuracy, timely renewals, and regulatory compliance, with duties spanning policy schedules, endorsements, invoices, and file notes. Strong English communication and attention to detail are essential.