Broker Support Office (AU Client - Remote)

Bespoke Outsource Services; Makati; Remote; PHP 357,000 - 580,000; Full time

Benefits offered by this job

Medical, dental, and life insurance

Paid vacation

Sick leave

13th-month pay

Company events

Financial assistance program

Job summary

Bespoke Outsource Services in the Philippines is seeking an insurance administration and broker support specialist to join our team. You will manage day-to-day general insurance administration, prepare quotations, process policy documents, renewals, and client records, while liaising with Australian brokers and insurers.

The role emphasizes accuracy, attention to detail, multi-tasking across policy files, and strong communication.

Qualifications

• 2–3 years' experience in Australian general insurance or similar insurance support role.
• Experience using Insight is required.
• Experience supporting Australian insurance brokers is highly desirable.
• Strong understanding of general insurance processes: quotations, renewals, endorsements, policy changes, cancellations.

Responsibilities

• Assist in all aspects of general insurance administration and broker support.
• Prepare quotations and process policy documentation.
• Manage renewals and client records; liaise with insurers and clients.
• Support brokers with routine insurance requirements.
• Ensure documentation is accurate and handled within required timeframes.
• Maintain confidentiality of client and insurance information.

Skills

Attention to detail

Organisational skills

Time management

Communication skills

Multitasking

Customer service

Tools

Insight

Microsoft Office

Google Workspace

Policy management systems

Job description

Responsibilities

You will be required to assist in all aspects of general insurance administration and broker support, which may at times extend beyond the duties listed below.

Managing day-to-day insurance administration, including preparing quotations, processing policy documentation, managing renewals, updating client records, liaising with insurers and clients, and supporting brokers with routine insurance requirements.

This will require you to work closely with Australian insurance brokers, clients, insurers, and other stakeholders to ensure policies are accurately processed, documentation is complete, and client requirements are handled within required timeframes.

Other responsibilities include but are not limited to:

• Provide administrative and operational support to insurance brokers.
• Maintain accurate client, policy, and insurance information in Insight.
• Prepare and process insurance quotations and applications.
• Assist with new business, renewals, endorsements, cancellations, and policy adjustments.
• Obtain and review client information and supporting documentation.
• Liaise with insurers and underwriters regarding quotations, policy requirements, and documentation.
• Follow up clients for outstanding information and documentation.
• Prepare and issue certificates of currency, policy schedules, and other insurance documents.
• Monitor renewal dates and assist with renewal preparation and follow-ups.
• Process routine policy changes and ensure records are updated in Insight.
• Assist with claims administration and follow-ups as directed by the broker.
• Maintain accurate electronic client and policy files.
• Prepare client correspondence and provide updates as required.
• Track outstanding tasks and ensure follow-ups are completed within required timeframes.
• Identify missing information or potential issues and escal
• Ensure all documentation is maintained in accordance with internal processes and compliance requirements.
• Maintain confidentiality when handling client and insurance information.
• Support brokers with other administrative and operational tasks as required.

Requirements

• Minimum 2-3 years' experience in Australian general insurance, insurance broking, or a similar insurance support role.
• Experience using Insight is required.
• Experience supporting Australian insurance brokers is highly desirable.
• Sound understanding of general insurance processes, including quotations, renewals, endorsements, policy changes, and cancellations.
• Exposure to commercial insurance products such as property, public liability, professional indemnity, motor, and workers' compensation is advantageous.
• Experience using insurance broking, CRM, policy management, or insurer systems.
• Strong attention to detail and accuracy when handling policy documentation.
• Strong organisational and time management skills.
• Ability to manage multiple policies, renewals, and client requirements simultaneously.
• Strong written and verbal communication skills.
• Ability to liaise professionally with clients, insurers, underwriters, and brokers.
• Ability to work independently and follow established processes.
• Strong customer service and stakeholder management skills.
• Proficiency in Microsoft Office, Google Workspace, and cloud-based systems.

Join our team and enjoy these benefits & perks:

• Medical, dental, and life insurance from day one
• Paid vacation
• Sick leave (with quarterly conversion)
• Competitive salary and annual appraisalsFinancial assistance program
• Mandatory government benefits and 13th-month pay
• Company events - promoting work-life balance and career growth

Only shortlisted candidates will be contacted