Insurance Broker Assistant (AU) | WFH | w/ 30K SOB!

Intogreat Solutions; Quezon City; Remote; PHP 279,000 - 469,000; Full time

Benefits offered by this job

Competitive compensation package

Work-life balance support

Career growth and development

Supportive leadership

Job summary

Intogreat Solutions, based in the Philippines, seeks an Insurance Broker Assistant to provide administrative and client support to insurance brokers, handling policy processing, renewals, documentation and inquiries.

You will help maintain accurate records and coordinate with insurers and clients to ensure efficient operations and high-quality service in a regulated setting.

Qualifications

• 2+ years in Australian general insurance environment.
• Strong English verbal and written communication skills.
• Familiarity with Windows operating system.
• Experience with Steadfast and Sunrise insurance software is highly desirable.

Responsibilities

• Support brokers with policy processing, renewals and documentation.
• Coordinate with insurers and clients to ensure timely payments and information.
• Maintain client records and handle enquiries with professionalism.
• Assist with endorsements and cancellations as needed.
• Prepare necessary client documentation and file updates.

Skills

Australian general insurance

English communication

Windows OS proficiency

Insurance software (Steadfast, Sunrise

Tools

Steadfast

Sunrise software

Job description

Job Summary

The Insurance Broker Assistant will provides administrative and client support to insurance brokers, assisting with policy processing, renewals, documentation, and customer inquiries. Helps ensure accurate record-keeping, timely coordination with insurers and clients, and efficient day-to-day operations to support the delivery of quality insurance services.

Job Responsibilities

• Appoint insurance loss adjusters and private investigators when required;
• Organise payments to clients;
• Organise the repair or replacement of lost items;
• Make sure all enquiries and payments are dealt with quickly;
• Data processing in WinBeat: including to keep clients' files updated & record payments made and received;
• Contact independent experts in the case of disputes and attend disputes tribunals;
• Maintain good rapport with clients, insurers and provide an extremely high level of professional service to Clients and develop high-quality relationships;
• Monitor all claims status until settlement is complete;
• Reviews and analyses loss histories for a wide variety of exposures and recommended appropriate measures to minimise losses; compares loss histories to premium costs to determine if charges are appropriate and commensurate with exposure and loss history;
• Reviews and analyses insurance premiums and recommend appropriate products;
• Review to meet review list timetables;
• Obtain renewal invitations;
• Obtain information from clients as necessary/requested;
• Obtain quotes within compliance/ability level as requested/required (no client advice);
• Provide general advice within compliance/ability level as requested by clients;
• Prepare necessary client documentation;
• Deal with incoming calls/documentation within compliance/ability level;
• Manage Endorsements and Cancellations within compliance/ability level;
• Delegate tasks to Assistant as negotiated/necessary;
• Other tasks as requested/necessary.

Qualifications

• At least 2 years of Australian General insurance experience
• Have working in Australian Insurance Underwriting or Insurance Broking environment
• Must have experience with Commercial insurance product lines with a bit of Personal Insurance product lines
• Experience with Steadfast and Sunrise insurance software/tools are highly desirable
• Good English verbal and written communication skills
• Completion of insurance related modules within scope
• Familiarity with Microsoft Windows operations

Why join 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!