Insurance Broker Assistant

4 days ago

Manila, Philippines Intogreat Solutions Full time

Get Rewarded Fast with Our Sign-on Bonus Start with us and unlock a generous sign-on bonus: 50% paid within 30 days of your start date. The remaining 50% paid within 60 days. Join us and enjoy this exciting perk as you kickstart your career with us Valid only for job offers extended until December 2025. Purpose of the Role: Intogreat Solutions is seeking a highly organised and detail-driven Insurance Broker Assistant to join our high-performing team. This role sits at the heart of our operations, providing critical administrative and compliance support to our Managing Director and Broking team. If you thrive in a fast-paced, structured environment and take genuine pride in delivering accurate, timely work—you’ll feel right at home here. This is not just an admin role; it’s an opportunity to be a key contributor to a disciplined, professional team that values consistency, reliability, and ownership. You’ll play an essential role in ensuring that policies, claims, and internal systems are processed efficiently and with care. Your support will help the broader team focus on growth, client service, and delivering exceptional outcomes. Key Responsibilities: Binding policies and endorsements Processing new policies, renewals, endorsements, and remuneration adjustments Preparing renewal discussion notes and emailing out certificates of currency Lodging and following up on claims Managing debtors and tracking remuneration declarations Using Organise IT to file correspondence Providing top-tier admin support wherever needed Managing debtors – report from compliance and emailing clients (no phone calls) Basic CRM administration – further training will be provided Ad-hoc admin requests from Sales and Growth (excel spreadsheet work) What We’re Looking For: Minimum 3 years of experience in Australian General Insurance Minimum 2 years supporting or assisting an insurance broker in the Australian general insurance Familiarity with insurance systems such as SCTP, WinBEAT, Sunrise, or similar tools is highly desirable Strong working knowledge of Microsoft Office suite (Word, Excel, Outlook) Proven organisational skills with exceptional attention to detail Excellent written and verbal communication skills Self-motivated, disciplined, and focused on continuous improvement #J-18808-Ljbffr

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