Insurance Broker Assistant (NZ) | Hybrid (2x a week onsite)

Intogreat Solutions; Quezon City; On-site; PHP 670,000 - 1,004,000; Full time

Benefits offered by this job

Day 1 HMO Coverage + 2 Dependents

Mental Health & Wellness Support

Generous PTO Benefits

Career Growth & Development

Supportive Leadership

Job summary

IntoGREAT is seeking an experienced Insurance Admin professional to support brokers and ensure seamless service for clients in the New Zealand insurance space from our Philippines office. You will handle quotes, policy changes, renewals, and statements while upholding company standards and compliance.

The role requires strong CK insurance knowledge, CRM familiarity, and MS Office proficiency, enabling accurate information handling and efficient coordination across teams.

Qualifications

• Minimum of 3 years’ experience with New Zealand insurance industry.
• Experience with multiple general insurance lines preferred.
• Experience with 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 industry experience

Knowledge of insurance products

CRM systems experience

Tools

CRM systems

Insurance software

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!