Broking Assistant

hammerjack; Manila; On-site; PHP 350,000 - 550,000; Full time

Job summary

A leading company in the insurance sector is looking for an administrative support role with a focus on data entry, client management, and claims support. The ideal candidate possesses 2 years of experience in the insurance industry, strong organizational skills, and the ability to work independently while managing multiple tasks. This opportunity offers a dynamic work environment where you can contribute to effective workflow and client satisfaction.

Qualifications

• 2 years of working experience in AU Insurance.
• Hands-on experience with WinBeat and OfficeTech beneficial.
• Ability to follow processes and work independently.

Responsibilities

• Input client information and manage online quoting systems.
• Prepare reports and assist with general office tasks.
• Coordinate client communications and support claims processing.

Skills

Detail oriented

Organisational skills

Problem-solving skills

Multi-tasking abilities

Tools

WinBeat

OfficeTech

Job description

Duties and Responsibilities:

1. Data Entry and Management (New business and on-going)

• Input client information, policy details, and claims data into the broking system.

• Autonomously managing online quoting systems (as allowed, trained, and directed)

• Update and maintain client records, ensuring data integrity and compliance.

• Verify data accuracy by cross-checking documents and flagging discrepancies.

2. Administrative Support

• Process invoices and related debtor management post 14 days, 31 days etc. Running Debtor reports.

• Prepare reports and spreadsheets (e.g., policy renewal lists, premium summaries).

• Assist with general office tasks, such as managing email inboxes, drafting correspondence, and coordinating team meetings.

3. On-going Document Preparation and Organization

• Prepare standard documents, such as pre-renewal fact finders, issuing of proposal forms, policy schedules, renewal notices, and invoices, using templates provided by the brokerage – and ensuring follow-ups are issued/chased/tracked.

• Organise and file electronic documents in the brokerage’s document management system, ensuring easy retrieval.

• Autonomously managing online quoting systems (as allowed, trained and directed) including Envest Marketplace, Sunrise and Insurer systems.

• Scan, upload, and categorize client correspondence, including emails and physical documents sent to the brokerage.

4. Client Communication Coordination

• Respond to routine client inquiries (e.g., requests for policy documents or payment details) via email, using pre-approved scripts.

• Schedule appointments and meetings between clients and licensed brokers, managing calendars, and sending reminders.

• Forward any client queries requiring advice or technical expertise to brokers immediately.

5. Claims Support

• Assist with administrative tasks related to claims processing, such as collecting and collating claim forms and supporting documents.

• Liaise with insurers’ claims departments to track claim progress and update clients on status (without providing advice).

• Maintain accurate records of claims activities in the CRM system.

6. Team Collaboration (case-by-case)

• Participate in virtual team meetings to provide updates on tasks and receive instructions.

• Collaborate with onshore staff to ensure seamless workflow and timely task completion.

• Provide feedback on administrative processes to improve efficiency, as requested.

Qualifications:

• Detail oriented.

• 2 years of working experience in AU Insurance.

• Hands-on experience with WinBeat and OfficeTech will be beneficial.

• Strong organisational, project management, and problem-solving skills with impeccable multi-tasking abilities.

• Ability to follow process and work independently.

• Communicate progress and/or report issues.

• Insurance experience would be beneficial.