Commercial Broking Assistant

Steadfast Group Limited; Taguig; Hybrid; PHP 335,000 - 502,000; Full time

Benefits offered by this job

Hybrid work

Fixed weekends off

Work-life balance

Competitive benefits

Career development

Insurance coverage

Job summary

Steadfast Group Limited is expanding its Shared Services in the Philippines, supporting a national portfolio of workers compensation policies within the SME sector. The role involves administrative collaboration with broking, claims and accounts teams in Australia, focusing on accurate, timely service delivery and process improvements.

Ideal candidates have 6–12 months in a professional office environment, a bachelor’s degree (or equivalent) and strong attention to detail.

Qualifications

• 6–12 months experience in a professional office environment, insurance or shared services.
• Bachelor's degree or equivalent preferred; fresh graduates encouraged.
• Strong attention to detail with a process-driven approach.
• Ability to maintain confidentiality when handling information.
• Strong written and verbal English communication; team-oriented.
• Ability to manage competing priorities and meet deadlines.

Responsibilities

• Liaise with clients regarding workers compensation policies, including new business, renewals, endorsements, adjustments, and cancellations.
• Respond to insurer premium and debtor inquiries and day-to-day client inquiries.
• Liaise with insurers nationally regarding policy processing requirements.
• Complete data entry and online submission of wage details.
• Maintain accurate client records across multiple platforms.
• Manage designated inboxes and escalate inquiries as needed.
• Proactively manage portfolio debt recovery activities.
• Assist with workers compensation premium calculations and projections.
• Provide admin support to broking, claims and accounts teams in Australia.
• Contribute to refining standardised processes and operational efficiency.
• Prepare, maintain and update relevant documentation and procedures.

Skills

Attention to detail

Process-driven

Confidentiality

Telephone manner

English communication

Time management

Independent worker

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Office

Job description

REASONS TO JOIN US

• Hybrid work
• Day shift and fixed weekends off
• Work-life balance
• Empowering work environment and culture
• Competitive salary and benefits
• Supportive, collaborative teams across functions

ABOUT US

Steadfast Group is the largest general insurance broker network and group of underwriting agencies in Australasia, with growing operations in Asia, Europe, and the US.

Based in Bonifacio Global City Taguig, Steadfast Shared Services in the Philippines is expanding its Finance and Technologies teams.

We are proud of our diverse mix of people and skills, coming together across multiple businesses to support our broker network and create next-generation thinking, systems, and technologies that will drive the insurance sector forward. Ours is an exciting, progressive organization where you can build a meaningful professional career alongside some of the brightest people in the insurance industry.

ABOUT THE ROLE

This role is responsible for managing a national portfolio of workers compensation policies within the small-to-medium business sector, while providing administrative support to the broking, claims and accounts teams based in Australia. The role requires accurate, timely and professional service delivery, effective stakeholder coordination, and a commitment to continuous process improvement.

RESPONSIBILITIES

• Liaise with clients regarding workers compensation policies, including new business, renewals, endorsements, adjustments, and cancellations.
• Respond to insurer premium and debtor enquiries, as well as day-to-day client enquiries.
• Liaise with insurers nationally regarding policy processing requirements and enquiries.
• Complete data entry and online submission of wage details.
• Maintain accurate and complete client records across multiple platforms.
• Manage designated inboxes and ensure enquiries are addressed or appropriately escalated.
• Proactively manage portfolio debt recovery activities.
• Assist with workers compensation premium calculations and projections.
• Provide administrative support to the broking, claims and accounts teams based in Australia.
• Contribute recommendations to refine and improve standardised processes.
• Support the efficient, timely and accurate delivery of operational processes.
• Prepare, maintain and update relevant documentation, including manuals, procedures, and scopes of services.
• Adhere to established service standards, confidentiality requirements, and operational procedures.
• Identify process improvement opportunities that enhance operational efficiency, accuracy, and service delivery.
• Provide support for ad hoc tasks, operational deliverables, and stakeholder enquiries, as required.

ESSENTIAL QUALITIES AND EXPERIENCE

The successful candidate should have 6–12 months of experience gained in a professional office environment, insurance or shared services with strong attention to detail and a process-driven approach. A bachelor's degree or an equivalent combination of education and professional experience is preferred. Applications from high-performing fresh graduates are also encouraged.

• High attention to detail and accuracy across all tasks and documentation.
• Ability to follow established processes and maintain consistent quality standards.
• Ability to maintain confidentiality and handle sensitive information appropriately.
• Professional telephone manner and strong stakeholder service skills.
• Strong written and verbal English communication skills.Ability to work effectively both independently and within a team environment.
• Ability to manage competing priorities, meet deadlines and maintain service levels.
• Strong organisational and time management skills.
• Ability to adapt and perform effectively in a fast-paced environment, particularly during peak periods.
• Confidence in working across multiple IT systems and platforms simultaneously.
• Proficiency in Microsoft Office applications, with Microsoft Outlook and Excel considered essential.
• Continuous improvement mindset and willingness to learn new processes, systems, and ways of working.

WHAT TO EXPECT

We offer you exciting benefits to support you in your professional and personal journey:

• Flexible work arrangements to help you balance work and personal responsibilities.
• Career development opportunities through technical and leadership programs.
• Life, disability, and travel insurance, plus access to other discounted insurance options.
• A competitive compensation and benefits package.
• A vibrant, collegiate, inclusive culture that celebrates you.

We are always on the look-out for great talent, and you just might be who we're looking for.