Insurance Broker Assistant

Insurance Broker Assistant – Philippines (Multiple Listings)

Posted today

Overview: Insurance Broker Assistant roles supporting brokers and clients across domestic and international lines. Responsibilities include client and administrative support, policy changes, renewals, claims overview, and office operations. Requirements typically include insurance knowledge, Acts/regulatory awareness, relevant experience, and MS Office proficiency. Various listings specify onsite/remote work, regional considerations, and compensation ranges.

Responsibilities (sample from listings)

• Provide client and administrative support/back up for aligned broker/s ensuring accuracy of information provided.
• Accurately process policy changes (new business, renewals, cancellations, etc.).
• Manage Monthly Statement process in accordance with Credit Control procedures.
• Assist broker to manage renewals in accordance with Renewal process procedures.
• Ensure cancellation notices receive urgent attention and no client policy remains current after the insurer’s cancellation date.
• Understand broker’s client base and connections; promote yourself as the key contact in the broker’s absence.
• Manage own and broker’s incoming and outgoing post.
• Have an overview of client claims; provide support to ensure claim progresses satisfactorily.
• Support smooth running of office (answer phones, administrative/reception tasks) and help other staff as required.
• Comply with company standards, processes, procedures and policies.

Qualifications & Requirements (sample)

• Understanding of insurance and insurance-related products.
• Knowledge of relevant Acts and legal obligations.
• Minimum 2-3 years relevant industry experience or qualifications (ANZIIF/IBANZ).
• Computer literacy; MS Office (Outlook, Word, Excel, PowerPoint).
• Amenable to work onsite at least twice a week at specified locations (e.g., Eastwood, Quezon City).
• Experience with AU or NZ insurance platforms (e.g., Insight, SCTP, SCTP/SVU) depending on listing.

Benefits & Working Arrangements (sample)

• Competitive salary and comprehensive benefits.
• Work-life balance initiatives; paid time off and wellness programs.
• Opportunities for training and career development; supportive leadership.
• Potential for hybrid work arrangement; on-site requirements vary by listing.

Insurance Broker Assistant – Commercial (QLD/AU remote)

Position: Commercial Insurance Broker Assistant
Location: Remote (QLD/AU context) with options for work from home or office

Overview: Support Australian client, back-office and administrative support for brokers; manage commercial insurance documentation, policy servicing, and client communication.

Key Responsibilities

• Assist brokers with new business, renewals, and endorsements for commercial policies.
• Liaise with underwriters/insurers for quotes, binders, and policy documents.
• Enter and maintain accurate client/policy data in CRM and insurance systems (SCTP/SVU, Insight).
• Review policy schedules, endorsements, and documents for accuracy/compliance; prepare Certificates of Currency and client summaries.
• Support claims lodgment and follow-up; maintain timely client communications; ensure regulatory/compliance adherence.
• Perform general administrative duties; ensure adherence to procedures and policies.

Qualifications

• Minimum 2 years AU insurance broking support experience.
• Knowledge of commercial insurance products; claims management and endorsements processing experience.
• Familiarity with SCTP, SVU, Insight; strong English communication; MS Office; ability to work to Australian business hours.
• Willingness to work during AU business hours; ability to work independently and multitask.

Senior Insurance Broker Assistant

Overview: Established family-run broker with 25+ years in the industry seeks Senior Insurance Broker Assistant to manage a client portfolio in a comprehensive broking role; full policy lifecycle from quoting to renewals; independent work with business growth contributions. Australian business hours (6 AM–3 PM PH time). Onsite for 6-month probation then hybrid (3 days onsite, 2 days WFH).

Key Responsibilities

• Manage full policy lifecycle: quoting, binding, endorsements, renewals for dedicated client portfolio.
• Conduct risk assessments (fact finds) prior to quoting; prepare insurer/client documentation; independent review of terms.
• Communicate with clients and underwriters to manage coverage and negotiations; maintain client relationships and system notes.

Qualifications

• Minimum 5 years in Australian insurance broking; Sunrise Exchange, SCTP, insurer portals; Insight or similar system experience.
• Knowledge of general insurance products (business package, liability, commercial motor, property, etc.).
• Excellent English communication; strong documentation and independence skills.

What We Offer

• ASW offers, Great Place to Work certification, competitive compensation, international exposure, comprehensive benefits, paid leave, team events, travel opportunities, and ongoing training.

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