Policy and Administration Support Officer

Integrated Office Solutions Inc.; Muntinlupa; On-site; PHP 320,000 - 520,000; Full time

Benefits offered by this job

Competitive salary

Career growth

Work-life balance

Supportive team

Job summary

Integrated Office Solutions Inc. is seeking a Policy & Administration Support Officer to deliver accurate administrative support to insurance brokers throughout the policy lifecycle.

You will manage documentation, liaise with insurers, and assist with online processing tasks to ensure timely and compliant policy handling. The role emphasizes client and broker support, renewals, and maintaining confidentiality.

Qualifications

• Previous administrative experience in insurance, financial services, or a related field.
• Strong attention to detail and accuracy in document handling.
• Proficiency with Microsoft Office Suite and ability to learn broker management systems.
• Organised, able to prioritise tasks, and meet deadlines in a fast-paced environment.
• Excellent communication skills, both written and verbal.

Responsibilities

• Policy Administration & Documentation: Prepare, issue, and update policy documents, endorsements, schedules, and certificates.
• Processing & Online Support: Assist with minor online processing tasks such as data entry and requesting quotes via insurer portals.
• Client & Broker Support: Respond to basic client document requests and assist with renewals and follow-ups.
• Compliance & Quality Control: Ensure all documentation meets regulatory and internal standards.
• Team Collaboration: Work with Risk Advisers, sales support, and finance/operations for smooth policy handling.

Skills

Administrative experience

Attention to detail

Microsoft Office

Broker management systems

Communication skills

Tools

Microsoft Office

Broker management systems

Job description

Unleash Your Talents with Us!

Hi there, our future Policy and Administration Support Officer! Happy to see YOU here.

Here at Integrated OS, you'll be part of a team of passionate individuals who are committed to delivering exceptional offshoring services. Bringing in an array of skills and talents from different areas of business from Finance, Human Resources, Information Technology, Customer Service, Marketing to Sales, and Operations.

From humble beginnings, we have built our company from our first team member onwards. Initially, we were lending support to an Australian print manufacturer - The Lamson Group.

Since then, we have continued to uphold our core values and culture and developed a deeper understanding of how people need help to succeed in their goals. And YOU might be a part of this amazing growth as our team keeps growing above all expectations!

What you'll do:

As a Policy & Administration Support Officer, you are responsible for providing accurate and timely administrative support to insurance brokers (Risk Advisers) throughout the policy lifecycle. This includes processing, documentation management, client correspondence, and assisting with minor online system transactions. The role ensures that client policies are administered with precision and compliance while supporting brokers to deliver a seamless client experience

Key responsibilities for this role include:

• Policy Administration & Documentation
  • Prepare, issue, and update policy documents, endorsements, schedules, and certificates.
  • Maintain accurate client records within the broker management system.
  • Liaise with insurers to obtain policy wording, renewal terms, and documentation.
  • Check policy documents for accuracy and compliance before issuing to clients.
• Processing & Online Support
  • Assist with minor online processing tasks such as data entry, updating policy details, and requesting quotes via insurer portals.
  • Support Risk Advisers in lodging and following up transactions within digital insurance platforms.
  • Monitor and track processing timelines to ensure commitments are met.
• Client & Broker Support
  • Respond to basic client document requests and direct complex enquiries to the appropriate adviser.
  • Provide administrative assistance during renewals, including preparing pre-renewal packs and collating required information.
  • Follow up on outstanding client documents or requirements.
• Compliance & Quality Control
  • Ensure all documentation meets regulatory and internal compliance standards.
  • Follow brokerage procedures and maintain confidentiality of client information.
• Team Collaboration
  • Work closely with Risk Advisers, sales support, and the finance/operations team to ensure smooth policy handling.
  • Participate in team meetings and contribute to process improvement discussions.

Successful candidate must have:

• Essential:
  • Previous administrative experience in insurance, financial services, or a related field.
  • Strong attention to detail and accuracy in document handling.
  • Proficiency with Microsoft Office Suite and ability to learn broker management systems.
  • Organised, able to prioritise tasks, and meet deadlines in a fast-paced environment.
  • Excellent communication skills, both written and verbal.
• Desirable:
  • Experience with insurer online portals and quoting systems.
  • Basic knowledge of general insurance products and terminology.
  • Understanding of ASIC/AFCA compliance requirements in insurance.

What's in it for YOU?
At Integrated OS, we create career opportunities where you can thrive, grow, and make an impact.

• Competitive Salary & Benefits: Be rewarded for your expertise and dedication.
• Career Growth & Development: Work alongside international clients and gain valuable experience.
• Work-Life Balance: Our innovative activities, open communication channels, and commitment to inclusivity make every day exciting and rewarding!
• Collaborative & Supportive Environment: Be part of a passionate team that values innovation and teamwork.
• Other Partner-Initiated Benefits: Our partner initiated exclusive perks and support programs.