Insurance Broker Support Specialist Quotes, Renewals & Docs

obs; Makati; Remote; PHP 300,000 - 420,000; Full time

Benefits offered by this job

Medical, dental, and life insurance

Paid vacation

Sick leave

Competitive salary

Annual appraisals

Financial assistance program

13th-month pay

Company events

Job summary

obs is seeking an insurance administration assistant to support Australian general insurance brokers. You will manage day-to-day admin, quotations, policy documents, renewals, and client records, liaising with insurers and clients to ensure timely processing.

Join a team that values accuracy, organization, and strong communication. Proficiency with Insight, Microsoft Office, and Google Workspace is a plus, as you contribute to compliant documentation and high levels of client service.

Qualifications

• 2–3 years' experience in Australian general insurance or broker support.
• Experience using Insight is required.
• Experience supporting Australian insurance brokers is highly desirable.
• Strong attention to detail and accuracy when handling policy documentation.
• Excellent organizational and time-management skills.
• Ability to manage multiple policies, renewals, and client requirements simultaneously.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office and Google Workspace.

Responsibilities

• Provide administrative and operational support to insurance brokers.
• Maintain accurate client, policy, and insurance information in Insight.
• Prepare and process insurance quotations and applications.
• Assist with new business, renewals, endorsements, cancellations, and policy adjustments.
• Obtain and review client information and supporting documentation.
• Liaise with insurers and underwriters regarding quotations, policy requirements, and documentation.
• Follow up clients for outstanding information and documentation.
• Prepare and issue certificates of currency, policy schedules, and other insurance documents.
• Monitor renewal dates and assist with renewal preparation and follow-ups.
• Process routine policy changes and ensure records are updated in Insight.
• Assist with claims administration and follow-ups as directed by the broker.
• Maintain accurate electronic client and policy files.
• Prepare client correspondence and provide updates as required.
• Track outstanding tasks and ensure follow-ups are completed within required timeframes.
• Identify missing information or potential issues and escalates to the broker.
• Ensure all documentation is maintained in accordance with internal processes and compliance requirements.
• Maintain confidentiality when handling client and insurance information.
• Support brokers with other administrative and operational tasks as required.

Skills

Attention to detail

Time management

Communication

Customer service

Multi-tasking

Independent worker

Tools

Insight

Microsoft Office

Google Workspace

Job description

obs is seeking an insurance administration assistant to support Australian general insurance brokers. You will manage day-to-day admin, quotations, policy documents, renewals, and client records, liaising with insurers and clients to ensure timely processing.

Join a team that values accuracy, organization, and strong communication. Proficiency with Insight, Microsoft Office, and Google Workspace is a plus, as you contribute to compliant documentation and high levels of client service.