General Insurance Broker Support

MyWorkspacePh; Bacolod; Remote; PHP 1,737,116 - 2,895,194; Full time

Job summary

A leading insurance brokerage in the Philippines seeks a General Insurance Broker Support to build client relationships and assess insurance needs. The ideal candidate will have proven experience in the Australian insurance market with expertise in strata products. Responsibilities include sourcing insurance policies, managing client documentation, and ensuring compliance with local regulations. Strong negotiation skills and attention to detail are essential for success in this role.

Qualifications

• Proven experience as an insurance broker in the Australian market, preferably strata insurance.
• Strong interpersonal skills to deliver tailored solutions.
• Ability to manage multiple clients effectively.

Responsibilities

• Build and maintain strong relationships with clients.
• Evaluate client risk profiles and insurance needs.
• Source and negotiate insurance policies.

Skills

Client-Centric Approach

Negotiation Skills

Insurance Expertise

Attention to Detail

Time Management

Ethical Conduct

Software Proficiency

Education

Tier 1 qualifications for insurance broking

Diploma in insurance broking

Tools

Winbeat

Insite

SCTP

Sunrise

Job description

About the job General Insurance Broker Support

We at BluCruPH are looking for a General Insurance Broker Support.

The ideal candidate will possess a deep understanding of the Australian insurance market, regulations, with a focus on strata insurance.

Key Responsibilities

• Client Engagement: Build and maintain strong relationships with clients, understanding their unique insurance requirements and providing personalized advice and solutions.
• Assessment and Analysis: Evaluate client risk profiles and insurance needs.
• Strata Insurance Product Knowledge: Maintain up-to-date knowledge of the strata insurance market, including policies, coverage options, and industry trends. Stay informed about regulatory changes that might impact insurance offerings.
• Insurance Placement: Source and negotiate insurance policies from our panel of insurance carriers to match clients' needs. Compare coverage and costs to present clients with multiple options.
• Policy Management: Oversee policy administration, including processing policy endorsements, renewals, and claims. Ensure accurate and timely communication between clients and insurance carriers.
• Compliance: Adhere to all relevant regulatory requirements and industry standards while assisting clients with compliance‑related matters.
• Client Education: Educate clients about insurance products, terms, and conditions, enabling them to make informed decisions regarding their coverage.
• Documentation: Maintain accurate and organized records of client interactions, policies, and transactions using appropriate software and tools.

Qualifications

• Insurance Expertise: Proven experience as an insurance broker in the Australian market, preferably with a comprehensive knowledge of strata insurance products, regulations, and industry practices.
• Licensing: Tier 1 qualifications necessary for insurance broking in Australia; a diploma in insurance broking is an advantage.
• Client‑Centric Approach: Strong interpersonal and communication skills, with the ability to understand client needs and deliver tailored solutions effectively.
• Negotiation Skills: Demonstrated ability to negotiate effectively with insurance carriers to secure favorable terms for clients.
• Attention to Detail: Meticulous attention to detail when processing policies, endorsements, and claims to ensure accuracy.
• Time Management: Ability to manage multiple clients and tasks simultaneously, meeting deadlines while maintaining quality service.
• Ethical Conduct: Uphold the highest standards of professionalism, integrity, and ethical behaviour in all interactions.
• Software Proficiency: Familiarity with insurance broking software and tools including Winbeat, Insite, SCTP and Sunrise for policy management and client communication.