Hybrid Insurance Broker Assistant — Growth & Day 1 HMO

Intogreat Solutions; Quezon City; Hybrid; PHP 350,000 - 550,000; Full time

Benefits offered by this job

Day 1 HMO Coverage + 2 Free Dependents

Mental Health & Wellness Support

Generous PTO Benefits

Career Growth and Development

Supportive Leadership

Job summary

Intogreat Solutions is seeking an Insurance Broker Assistant (NZ) for a hybrid role in Eastwood Avenue, Quezon City, Metro Manila, Philippines. 2 - 4 years probationary. The role supports brokers to ensure clients receive seamless quality service.

Responsibilities include obtaining quotes from insurers, processing policy changes, and assisting with renewals, with a focus on compliance and high service standards.

Qualifications

• Minimum 3 years' experience in New Zealand insurance industry.
• Experience with multiple general insurance lines is highly preferred.
• Experience with any insurance software or any CRM systems.
• Understanding of insurance and insurance related products.
• Knowledge of relevant Acts and legal obligations.
• Computer literate – confident user of MS Office applications (Outlook, Word, Excel, Teams).

Responsibilities

• Provide administrative support ensuring accuracy of information provided.
• Obtain quotes from insurers for new business and remarketing of existing business at renewal.
• Accurately process policy changes, eg new business, renewals, cancellations, etc.
• Manage Monthly Statement process in accordance with Credit Control procedures.
• Assist brokers to manage renewals in accordance with Renewal process procedures.
• Comply with Company standards, processes, procedures and policies.
• Adherence to IBANZ Code of Conduct.
• Adhere to the obligations required of a Financial Service Provider.

Skills

NZ insurance

General insurance

CRM software

Insurance products

Insurance law

MS Office

Tools

CRM systems

Insurance software

Job description

Intogreat Solutions is seeking an Insurance Broker Assistant (NZ) for a hybrid role in Eastwood Avenue, Quezon City, Metro Manila, Philippines. 2 - 4 years probationary. The role supports brokers to ensure clients receive seamless quality service.

Responsibilities include obtaining quotes from insurers, processing policy changes, and assisting with renewals, with a focus on compliance and high service standards.