Insurance Coordinator X2 (URGENT - AU Operations)

Ramos Garcia and Associates Pty Ltd; Quezon City; On-site; PHP 300,000 - 420,000; Full time

Benefits offered by this job

Free Breakfast every Monday

Free Lunch every Friday

13th-month pay

Government-mandated benefits

Leave credits

Growth-focused and supportive work env

Job summary

Fig Advisory in the Philippines is seeking an Insurance Coordinator to support Australian clients across commercial and general insurance. You will handle policy administration, renewals, quotations, documentation, and insurer communications to ensure timely service.

The role collaborates with Australian brokers and underwriting agencies, requiring strong attention to detail, excellent English, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Experience in insurance administration, insurance broking, policy servicing, underwriting, or a similar role.
• Experience supporting Australian insurance businesses or clients is highly regarded.
• Understanding of commercial and general insurance products.
• Familiarity with insurance terminology, policy schedules, endorsements, premiums, limits, excesses, and coverage.
• Experience handling insurance documentation and policy administration.
• Strong attention to detail and organisational skills.
• Excellent written and verbal English communication skills.
• Proficient in Microsoft Office and Google Workspace.
• Ability to manage multiple tasks, clients, policies, and deadlines.

Responsibilities

• Assist with administration of commercial and general insurance policies.
• Maintain accurate client and policy information.
• Update records in client databases and internal systems.
• Assist with new business, renewal, and policy servicing requirements.
• Follow up clients for outstanding information and documentation.
• Review policy information and identify missing or inconsistent details.
• Monitor policy changes, renewal dates, and outstanding requirements.
• Provide timely administrative support to Australian brokers and clients.
• Escalate complex, urgent, or technical matters to the appropriate broker or team member.
• Maintain file integrity in broker management and policy systems.

Skills

Insurance administration

Policy servicing

Underwriting support

Claims coordination

Australian insurance exposure

Attention to detail

Tools

CRM

Policy management systems

Microsoft Office

Google Workspace

ERP systems

Job description

Insurance Coordinator (AU Operations)

Fig Advisory | Onsite – Philippines | Full-Time | AU Shift

Join One of the 2026 Best Workplaces in the Philippines

Fig Advisory has officially been recognised as one of the GPTW 2026 Best Companies in the Philippines. We are building a high-performance team and looking for organised, proactive professionals who want to grow with us.

About the Role

We are looking for a detail-oriented and highly organised Insurance Coordinator to support Australian clients and insurance businesses across the commercial, business, and general insurance sectors.

This role is ideal for someone with experience in insurance administration, policy servicing, claims coordination, underwriting support, or a similar insurance environment. You will work closely with Australian brokers, insurers, underwriting agencies, and clients to ensure insurance-related tasks, documentation, follow-ups, and administrative requirements are completed accurately and on time.

As an Insurance Coordinator, you will play a key role in keeping day-to-day insurance operations running smoothly. You will assist with policy administration, renewals, quotations, documentation, client records, insurer communication, and follow-up activities while ensuring deadlines and service requirements are consistently met.

At Fig Advisory, our Insurance Coordinators help Australian insurance businesses stay organised, responsive, and efficient by providing reliable operational and administrative support.

Key Responsibilities

Policy & Client Administration

• Assist with the administration of commercial and general insurance policies

• Maintain accurate client and policy information

• Update client records, policy databases, and internal systems

• Assist with new business, renewal, and policy servicing requirements

• Follow up clients for outstanding information and documentation

• Review policy information and identify missing or inconsistent details

• Monitor policy changes, renewal dates, and outstanding requirements

• Provide timely administrative support to Australian brokers and clients

• Ensure client requests are recorded, actioned, and followed through to completion

Quotations & Renewals

• Assist brokers with new business and renewal processes

• Request quotations and supporting information from Australian insurers and underwriting agencies

• Follow up outstanding quotations and insurer responses

• Prepare quote comparison information for broker review

• Assist with reviewing premiums, limits, excesses, coverage, and policy conditions

• Coordinate renewal documentation and requirements

• Track renewal deadlines and ensure tasks are completed within required timeframes

• Assist in preparing information for insurer submissions

• Identify missing information and coordinate with relevant stakeholders to resolve requirements

Insurance Documentation

• Prepare and maintain certificates of currency, policy schedules, endorsements, and other insurance documentation

• Assist with processing policy adjustments, endorsements, cancellations, and renewals

• Check documents for accuracy, completeness, and consistency

• Organise and maintain electronic client and policy files

• Ensure required documentation is properly saved and recorded

• Distribute policy documents and relevant correspondence to clients and internal stakeholders

• Assist with document requests, audits, and reporting requirements

Insurer & Stakeholder Coordination

• Liaise with Australian insurers, underwriting agencies, brokers, and clients

• Follow up insurers and underwriters regarding quotations, policy documents, endorsements, and outstanding requirements

• Coordinate information between clients, insurers, and internal broking teams

• Communicate professionally and clearly with Australian stakeholders

• Assist brokers in managing day-to-day client and insurer requests

• Escalate complex, urgent, or technical matters to the appropriate broker or team member

• Maintain positive and professional working relationships with stakeholders

Insurance Systems & Administration

• Maintain accurate records within broker management, CRM, and policy administration systems

• Update client and policy information promptly

• Monitor task lists, workflow queues, renewal schedules, and deadlines

• Assist with invoicing, premium funding, payment-related administration, and reconciliation where required

• Maintain organised records of correspondence and completed tasks

• Assist with operational reporting and administrative requirements

• Ensure all assigned tasks are completed accurately and within agreed service levels

Documentation & Compliance

• Ensure client files and policy records are complete and up to date

• Follow established internal processes, quality standards, and documentation procedures

• Maintain confidentiality of client and insurance information

• Review documents carefully to minimise errors and omissions

• Assist with compliance checks, audits, and internal quality reviews

• Ensure all work is completed accurately, consistently, and within required deadlines

Qualifications

Skills & Experience

• Experience in insurance administration, insurance broking, policy servicing, underwriting, claims, or a similar role

• Experience supporting Australian insurance businesses or clients is highly regarded

• Basic to strong understanding of commercial insurance and general insurance products

• Familiarity with insurance terminology, policy schedules, endorsements, premiums, limits, excesses, and coverage

• Experience handling insurance documentation and policy administration

• Strong attention to detail and organisational skills

• Excellent written and verbal English communication skills

• Proficient in Microsoft Office and Google Workspace

• Experience with insurance broking, CRM, ERP, or policy management systems is an advantage

• Ability to manage multiple tasks, clients, policies, and deadlines simultaneously

• Strong follow-up and coordination skills

• Ability to work independently while collaborating effectively with Australian teams

Character & Work Ethic

We value people who demonstrate:

• Hunger – Takes initiative, stays proactive, and looks for ways to solve problems

• Discipline – Organised, accurate, reliable, and consistent with deadlines

• Ownership – Takes responsibility for assigned tasks and follows through until completion

• Curiosity – Willing to learn Australian insurance products, processes, systems, and industry practices

• Commercial Mindset – Understands the importance of efficient service, accurate documentation, competitive outcomes, and strong client relationships

• Professionalism – Communicates clearly and professionally and represents our clients with care

Compensation & Benefits

• Every Monday – Free Breakfast

• Every Friday – Free Lunch

• 13th-month pay

• Government-mandated benefits

• Leave credits

• Growth-focused and supportive work environment

Why Join Fig Advisory?

• Great Place to Work Certified

• Best Workplaces Philippines 2026

• Real office, real infrastructure, real team

• Work directly with Australian insurance brokers and industry professionals

• Gain exposure to Australian commercial and general insurance markets

• Develop specialised experience in Australian insurance operations

• Build expertise in policy administration, insurance coordination, and client servicing

• Career growth opportunities in Insurance Broking, Account Management, Policy Administration, Claims, Operations, and Client Support

• Build long-term expertise supporting established Australian insurance businesses

We are not a BPO or temp agency. We become an extension of our clients' businesses—and we look for people who operate with the same level of ownership, reliability, accuracy, and professionalism.