Insurance Processing Support (AU) | WFH

Intogreat Solutions; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation package

Day 1 HMO coverage + 2 dependents

Mental health & wellness support

Generous PTO benefits

Career growth and development

Supportive leadership

Job summary

IntoGREAT is seeking an Insurance Processing Support to provide administration and operational support across broking systems, ensuring data quality, accurate premium processing, receipting, debtor management and reporting.

You will collaborate with Group Finance Controller, brokers and authorised representatives, handle financial workflows, reconciliations, and month-end reporting while maintaining compliance with AFSL obligations.

Qualifications

• At least 2+ years’ experience in Processing Support with finance or administration role within the insurance industry preferred.
• Experience working with broking administration systems (e.g. WinBEAT, Insight, iBais or similar) desirable.
• Tier 1/Tier 2 ANZIIF qualifications advantageous but not required.
• Strong attention to detail and financial data accuracy.
• Proficiency in Microsoft Excel and financial systems.

Responsibilities

• Contribute to development and continuous improvement of finance processes and internal controls.
• Support the Group Finance Controller in maintaining efficient financial workflows across broking and authorised representative business.
• Assist with portfolio and financial data management supporting planning and reporting.
• Support governance and finance control frameworks across broking and authorised representative networks.
• Process daily premium receipting and ensure accurate allocation within the system.
• Monitor and manage unallocated cash balances and reconciliation.
• Assist with financial reporting processes including month end and management reporting.

Skills

Processing support

Finance administration

Excel proficiency

Analytical thinking

Stakeholder management

Attention to detail

Education

ANZIIF qualifications (Tier 1/2)

Tools

WinBEAT

Insight

iBais

Job description

2 - 4 Years

Job Description

Overview

Provide effective administration and operational support for the organisation’s broking administration systems across multiple entities. The role supports the Group Financial Controller, brokers and authorised representative by ensuring the accuracy, integrity and efficient operation of the various systems that underpin premium processing, receipting, debtor management and premium reporting.

The Insurance Processing Support is responsible for maintaining data quality within the broking platform, supporting financial workflows, and assisting with reconciliation and reporting processes that contribute to robust financial controls.

Working closely with authorised representatives, brokers and external counterparties, the position helps resolve system and transactional queries, supports financial operations, and ensures the broking administration system effectively supports business growth and operational efficiency.

Job Responsibilities

Strategy and Planning

• Contribute to the development and continuous improvement of finance processes and internal controls.
• Support the Group Finance Controller in maintaining efficient financial workflows across both broking and the authorised representative business.
• Assist with portfolio and financial data management that supports operational planning and reporting.
• Support improvements in the use of broking administration systems and related finance tools.

Policy, Process and Procedures

• Ensure compliance with all relevant legislation, AFSL obligations and company policies relating to financial operations and client money handling.
• Follow established financial procedures relating to premium processing, receipting and debtor management.
• Maintain accurate financial records within the broking administration system.
• Support governance and finance control frameworks across both the broking entity and authorised representative network.

Customer Focus

• Support financial operations across multiple AFSL licensed entities.
• Process daily premium receipting and ensure accurate allocation within the broking administration system.
• Manage payments including client refunds and underwriter remittances and take-backs.
• Monitor and manage unallocated cash balances and ensure prompt reconciliation.
• Monitor and manage other outstanding compliance items including active follow ups of stakeholders
• Assist in monitoring overdue accounts and support debtor management processes.
• Liaise with brokers, insurers and premium funders to resolve transaction discrepancies.
• Respond to account queries from internal stakeholders, clients and authorised representatives.
• Collaborate with the Group Finance Controller to support trust accounting and reconciliations.
• Provide operational support to the authorised representative network including financial processing and reporting requirements.
• Assist with financial reporting processes including month end and management reporting.

Stakeholder Management

• Build and maintain strong working relationships across the Metrix group.
• Develop effective working relationships with brokers, underwriters and premium funders.
• Support collaboration between finance, broking teams and authorised representatives.
• Engage professionally with external stakeholders including accountants and service providers.
• Support the annual AFSL audit processes, responding to auditor requests in a timely manner.

Qualifications

• At least 2+ years’ experience in Processing Support with finance or administration role within the insurance industry preferred.
• Experience working with broking administration systems (e.g. WinBEAT, Insight, iBais or similar) desirable.
• Experience supporting financial operations including receipting, reconciliations or debtor management.
• Tier 1/Tier 2 ANZIIF qualifications advantageous but not required.
• Strong attention to detail and financial data accuracy.
• Effective communication and stakeholder management skills.
• Ability to build strong working relationships with internal teams and external partners.
• Analytical and problem-solving capability.
• Strong organisational and time management skills.
• Proficiency in Microsoft Excel and financial systems.

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!

Job Snapshot

Updated Date

18-Sep-2026

Department

Insurance

Location