Senior Insurance Broker Assistant

5 days ago


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

3 days ago Be among the first 25 applicants

About Us
We are a global company with a footprint in AU, NZ, USA, UK and the Philippines, providing offshore professional staffing solutions for small and medium-sized businesses across various industries, with a focus on Insurance, Home Loans, Financial Planning, Contact Centers, Banking, and Accounting. We seamlessly integrate offshore teams into businesses, helping them boost profitability, productivity, and customer focus. We specialize in delivering tailored solutions that meet the unique needs of our clients. Our approach is deeply rooted in fostering meaningful relationships and driving value for our partners.

Responsibilities

  • Provide attention and administrative support/back up for aligned broker/s ensuring accuracy of information provided.
  • Accurately process policy changes, eg 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 the 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 - i.e. answer phones, assist with administrative/reception tasks and help other staff as required/requested.
  • Comply with Company standards, processes, procedures and policies.
  • Adherence to IBANZ Code of Conduct.
  • Adhere to the obligations required of a Financial Service Provider.

Qualifications:

  • 5 years experience as Insurance Broker Assistant
  • Tier 2 is required
  • Tier 1 is nice to have
  • Insight is nice to have
  • Amenable to work Onsite Day Shift (3x Onsite per week)
  • No educational background required
  • Understanding of insurance and insurance related products.
  • Knowledge of relevant Acts and legal obligations.

Benefits

  • 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

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Other

Industries

Insurance

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