Broker Assistant

2 weeks ago

Sorsogon City, Philippines hammerjack Full time

Broker Assistant (Australian Insurance) Job Overview The Insurance Virtual Assistant will provide administrative and client support services for Australian insurance firms. This role requires efficiency, accuracy, and strong communication skills to ensure smooth operations and an excellent client experience. Duties and Responsibilities Provide day-to-day administrative support to insurance brokers, advisors, and teams. Manage client inquiries, emails, and follow-ups, ensuring timely and professional responses. Assist in preparing insurance documents, policy renewals, quotations, and claims documentation. Maintain accurate client records and databases. Conduct research and provide insights on client accounts, renewal schedules, and upcoming deadlines. Schedule appointments, meetings, and reminders to support brokers and clients effectively. Monitor client touchpoints and suggest improvements in communication and customer experience. Qualifications Prior experience as a Virtual Assistant, preferably supporting insurance, financial services, or professional services. Strong understanding of insurance processes (policy issuance, renewals, claims handling) is an advantage. Excellent communication skills, both written and verbal, with the ability to engage professionally with Australian clients. High attention to detail, confidentiality, and organizational skills. Proficiency in tools and platforms such as: Other industry-specific CRMs Productivity & Task Management: Asana, Trello, Monday.com Document Management: Google Workspace, Microsoft Office, DocuSign Ability to work independently, manage multiple priorities, and meet deadlines. #J-18808-Ljbffr

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