Broker Assistant

2 days ago

Quezon City, National Capital Region, Philippines Intogreat Solutions Full time
Overview

Intogreat Solutions is seeking a motivated and detail-oriented Insurance Policy Processor (Processing Support) and Assistant Insurance Broker Assistant/Support with Australian insurance experience to support our specialist insurance team across domestic and commercial lines. This is an exciting opportunity for someone passionate about client service and eager to grow within the insurance industry.

As an Insurance Broker Assistant, you'll support our brokers and clients through the full insurance lifecycle—from new business and renewals to claims and endorsements. You'll manage your own portfolio of claims, ensure accurate data entry and CRM management, and communicate with insurers to deliver excellent outcomes for clients. This role provides strong potential for career development, including progression into quoting and managing commercial products through structured professional development.

Your commitment to efficiency, accuracy, and collaboration will help uphold our standards of excellence and build long-term client trust.

Primary purpose
  • To support the broker role and, in their absence, ensuring clients receive seamless quality service.
Key responsibilities
  • Provide client and administrative support/back up for aligned broker/s ensuring accuracy of information provided.
  • Accurately process policy changes, e.g., 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 all cancellation notices receive urgent attention and no client policy remains current after the insurer's cancellation date.
  • Understand broker's client base and connections and promote yourself as the key contact in their absence.
  • Manage own and broker's incoming and outgoing post.
  • Have an overview of client claims, provide support and assistance when necessary to ensure the claim progresses satisfactorily.
  • Support smooth running of office – answer phones, assist with administrative/reception tasks and help other staff as required/requested.
  • Comply with company standards, processes, procedures and policies.
  • Adhere to the obligations required of a Financial Service Provider.
  • Administrative support for Insight and SCTP platforms.
Qualifications
  • At least 3+ years AU insurance broking support experience
  • Experience with multiple AU general insurance lines
  • Experience with insurance software/tools (e.g., Winbeat, Insight, Sunrise, SCTP and/or OfficeTech)
  • A Tier 2 qualification is preferred; successful candidates without it will be provided with comprehensive support, including fully funded training, to obtain the certification
  • Computer literate – confident user of MS Office applications (Outlook, Word, Excel, PowerPoint)
Why IntoGREAT?
  • Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.
  • Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.
  • 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

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