Insurance Broker Assistant (AU) | Hybrid

Intogreat Solutions; Quezon City; On-site; PHP 240,000 - 420,000; Full time

Job summary

Intogreat Solutions in the Philippines seeks a Broker Support professional to provide administrative, client service and operational support to the insurance broking team across domestic and commercial portfolios. You will assist with new business, renewals, endorsements, claims coordination and insurer communications, ensuring accurate, timely service delivery.

Responsibilities include handling client queries, maintaining detailed notes, preparing submissions, managing workflow, and supporting

Qualifications

• Knowledge and experience in administration and insurance broking.
• Minimum 3 years as an assistant broker is preferred.
• Tier 2 qualified and compliant workflow knowledge.

Responsibilities

• Handle new business, renewals and endorsements with brokers and underwriters.
• Manage a portfolio of claims from lodgement to completion and maintain service levels.
• Communicate with insurers on claims, coverage, and settlements.
• Record detailed notes for client enquiries and claims for auditability.
• Source quotations for domestic insurance products and assist with renewals.
• Assist with performance reports and general broker support.

Skills

Administration

Insurance broking

Education

Tier 2 qualification

Job description

1 - 2 Years

Job Summary:

The Broker Support role provides administrative, client service, and operational support to the insurance broking team across domestic and commercial insurance portfolios. This position assists with new business, renewals, endorsements, claims coordination, client enquiries, insurer communications, documentation, and workflow management to ensure accurate, timely, and high-quality service delivery. The role requires strong attention to detail, effective communication, sound organisational skills, and the ability to work collaboratively with brokers, account managers, insurers, and clients while supporting compliance and service standards.

Job Responsibilities:

• Work with clients and underwriters regarding new business, quotations, renewals and endorsements
• Manage your own portfolio of claims from lodgement to completion and provide an excellent level of service to the client.
• Communicate effectively with insurers in relation to claims and determining coverage and negotiating settlements.
• You will be responsible for leaving detailed notes on insight for all client enquiries and claims.
• Source competitive quotations for domestic insurance products. Opportunity for staff member to further skills through professional development, moving towards quotations and management of commercial insurance products.
• Assist with performance reports

Business Servicing

• Respond to enquiries and requests for action from Director/Account Manager
• Processing of new business, renewals and policy maintenance to ensure provision of excellent service to clients and the highest quality input to insurers. This includes:
  • Providing and following up on New Business quotations
  • Processing of new business
  • Processing of endorsements/amendments
  • Quoting of renewals
  • Preparing correspondence between clients and underwriters for approval by Senior/Account Executives
  • Updating of Claims Status Reports
  • Assisting other Brokers as and when required for general queries
  • Preparing and managing workflow spreadsheet for account managers
  • Preparing submission and insurance manuals for clients on instructions of CEO/Account Managers

Complaints Handling

• Ensure customer complaints are escalated and responded to within specified Internal Dispute Resolution timeframes
• Assist in monitoring customer complaints, and assist with effective resolution when required
• Proactively identify, support and assist customers who need help to make a complaint
• Assist in assessing and prioritizing complaints according to the urgency of the issues raised
• Take prompt action to identify affected customers and assist to provide fair remediation
• Recognize that everyone has a right to complain. Act with sensitivity as well as be objective and impartial
• Assist in preparing documents for customers and management

Qualifications

• Knowledge and experience in administration and insurance broking, ideally you have a minimum 3-year assistant broking experience and are Tier 2 qualified.
• Basic Claims management understanding i.e. how to lodge a claim and how to track a claim. This is not essential but would be preferred if possible.
• Knowledge and experience in the required documents and forms needed for renewals, etc regarding compliance is a must

Why IntoGREAT?

Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.

Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.

Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.

Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles

Ready to Shape the Future?

Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We're eager to see how you can make a difference with us!

Job Snapshot

Updated Date

27-Aug-2026

Department

Insurance

Location