Insurance Processing Support | Hybrid (2x a week onsite)

Intogreat Solutions; Philippines; On-site; PHP 279,000 - 424,000; Full time

Job summary

Intogreat Solutions in the Philippines is seeking an Insurance Processing Support to join the onshore Client Services team. You will perform administrative and documentation processing across insurance broking portfolios, ensuring transactions and records are accurate and processed on time.

The role emphasizes data entry, document preparation, and back-office support, with collaboration to enable brokers to focus on client servicing and relationships.

Qualifications

• 2-3 years of experience in administrative or back-office processing roles.
• Strong data entry and document processing capabilities with a high level of accuracy.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Excellent written communication skills.
• Strong attention to detail and organisational skills.
• Ability to follow structured processes and meet strict deadlines.

Responsibilities

• Accurately process transactions and documentation within the insurance broking platform.
• Input and maintain accurate client and policy data records.
• Compile documentation required for new business quotes, endorsements, and renewals, as directed by the onshore team.
• Assist with the preparation and formatting of client and insurer correspondence.
• Perform quality checks on documentation to ensure accuracy and completeness.
• Adhere to internal processing standards, templates, and compliance guidelines.
• Handle repetitive data entry and back-office administration tasks with a high level of accuracy.
• Maintain accurate and up-to-date records within relevant systems and databases.
• Prioritise tasks and follow up on outstanding items to meet turnaround deadlines.
• Communicate effectively with onshore teams regarding task progress and processing requirements.
• Perform other processing or administrative support duties as required.

Skills

Data entry

Administrative support

Microsoft Office proficiency

Written communication

Attention to detail

Organisational skills

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Job Summary

The Insurance Processing Support will support the onshore Client Services team by performing administrative and documentation processing tasks across insurance broking portfolios. The role is responsible for the accurate and timely processing of transactions, maintenance of client and policy records, preparation of documentation, and completion of back-office support activities. By ensuring processing tasks are completed efficiently and accurately, the role enables brokers to focus on client servicing and relationship management.

Job Responsibilities

Insurance Processing and Administration

• Accurately process transactions and documentation within the insurance broking platform.
• Input and maintain accurate client and policy data records.
• Compile documentation required for new business quotes, endorsements, and renewals, as directed by theonshore team.
• Assist with the preparation and formatting of client and insurer correspondence.
• Perform quality checks on documentation to ensure accuracy and completeness.
• Adhere to internal processing standards, templates, and compliance guidelines.

Data Entry and Record Maintenance

• Handle repetitive data entry and back-office administration tasks with a high level of accuracy.
• Maintain accurate and up-to-date records within relevant systems and databases.

Work Management and Team Support

• Prioritise tasks and follow up on outstanding items to meet turnaround deadlines.
• Communicate effectively with onshore teams regarding task progress and processing requirements.
• Perform other processing or administrative support duties as required.

Qualifications

• 2-3 years' experience in administrative or back-office processing roles.
• Strong data entry and document processing capabilities with a high level of accuracy.
• Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook.
• Excellent written communication skills.
• Strong attention to detail and organisational skills.
• Ability to follow structured processes and meet strict deadlines.

Why 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!