Insurance Broker Assistant (NZ) | Hybrid

Intogreat Solutions; Quezon City; Hybride; PHP 350 000 - 550 000; Plein temps

Avantages offerts par ce poste

Day 1 HMO Coverage + 2 Free Dependents

Mental Health & Wellness Support

Generous PTO Benefits

Career Growth and Development

Supportive Leadership

Résumé du poste

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).

Responsabilités

• 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.

Connaissances

NZ insurance

General insurance

CRM software

Insurance products

Insurance law

MS Office

Outils

CRM systems

Insurance software

Description du poste

Insurance Broker Assistant (NZ) | Hybrid Eastwood Avenue, Quezon City, Metro Manila, Philippines 2 - 4 Years Probationary

Job Description

Primary Purpose of the Role

To support the broker role ensuring clients receive seamless quality service.

Key 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.

Qualifications

• Minimum of 3 years' experience with 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).

Why IntoGREAT?

• Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.
• Day 1 HMO Coverage + 2 Free Dependents: Enjoy comprehensive healthcare coverage from your first day of employment, including HMO coverage for up to two dependents at no additional cost.
• Mental Health & Wellness Support: Your well-being matters. Access programs and benefits designed to support your mental health, wellness, and overall work-life balance.
• Generous PTO Benefits: Take the time you need to rest, recharge, and attend to personal commitments with our paid time-off program.
• 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

24-Sep-2026

Department

Insurance

Location