Senior Insurance Broker Assistant
5 days ago
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
Mid-Senior level
Employment typeFull-time
Job functionOther
IndustriesInsurance
#J-18808-Ljbffr-
Insurance Broker Assistant
23 hours ago
Mandaluyong City, National Capital Region, Philippines Guevent Insurance Broker Corporation Full timeJob OverviewGuevent Insurance Broker Corporation is seeking a skilled Insurance Broker Assistant to join our team. In this role, you will be responsible for assisting in ensuring timely collection of accounts.We are looking for someone with solid Non-life or Insurance Brokerage Admin-works experience.Familiarity with Laptop and other I.T. tools is also...
-
Sales and Marketing Coordinator
23 hours ago
Mandaluyong City, National Capital Region, Philippines Guevent Insurance Broker Corporation Full timeAbout the RoleIn this role, you will be working closely with our team to prepare Quotations and process policy issuances. You will also be responsible for requesting and validating DM Issuance of Monthly Production and ensuring prompt endorsement or cancellation of accounts.You must have proficiency in MS Office, especially in Excel.Familiarity with email...
-
Administrative Assistant
5 days ago
Quezon City, National Capital Region, Philippines Intogreat Solutions Full timeJob DescriptionResponsibilitiesKey tasks include:Providing administrative support and backup for insurance brokers to ensure accuracy of information providedAccurately processing policy changes, such as new business, renewals, and cancellationsManaging monthly statements according to Credit Control proceduresAssisting brokers in managing renewals according...
-
Insurance Broker
14 hours ago
Mandaluyong City, National Capital Region, Philippines ConnectOS Full timeSalary: P50,000 to P55,000 (Monthly Package)Schedule: Monday – Friday (06:00 AM - 03:00 PM PHT)What are we looking for?Skills Required:Broking Experience in the Australian market essential (support and administration)Minimum 1 year insurance administration experienceExperience in processing Winbeat invoices and closings is required.Experience with...
-
Insurance Operations Associate
23 hours ago
Mandaluyong City, National Capital Region, Philippines Guevent Insurance Broker Corporation Full timeJob DescriptionIn this role, you will be working closely with our team to ensure prompt endorsement or cancellation of accounts and assist in issuing Acknowledgement or Provisional Receipts accurately to clients upon receipt of payment.You must have strong analytical and problem-solving skills.Familiarity with email and other digital applications is also a...
-
Insurance Administrator
11 hours ago
Mandaluyong City, National Capital Region, Philippines ConnectOS Full timeJob OverviewWe are seeking an experienced Insurance Broker to join our team at ConnectOS. The successful candidate will assist our Account Brokers with administrative support, create schedules of insurance details, and participate in activities related to insurance policy pre-renewal, renewal, and post-renewal.This is a great opportunity for someone looking...
-
Insurance Claims Coordinator
6 days ago
Quezon City, National Capital Region, Philippines Arch Insurance Full timeAbout the RoleWe are seeking an experienced Claims Administrator to join our Arch Insurance team. The successful candidate will be responsible for managing the claims lifecycle, from initial notification to resolution.Key ResponsibilitiesAnalyze and prioritize incoming claims correspondenceUpdate and maintain accurate claims recordsCoordinate with internal...
-
insurance broker accounts officer
4 days ago
Mandaluyong City, National Capital Region, Philippines Unilab, Inc. Full timeIt is the spirit of Bayanihan that drives us to continue our legacy of excellence and commitment to care. As an organization, we achieve our successes through good, honest, and persevering hard work - TOGETHER. It is in this way in which our company was built; we progressed as the country's leading Pharmaceutical company, not by sheer luck, but by pure...
-
insurance broker accounts officer
1 day ago
Mandaluyong City, National Capital Region, Philippines Unilab, Inc. Full timeIt is the spirit of Bayanihan that drives us to continue our legacy of excellence and commitment to care. As an organization, we achieve our successes through good, honest, and persevering hard work - TOGETHER. It is in this way in which our company was built; we progressed as the country's leading Pharmaceutical company, not by sheer luck, but by pure...
-
Sales And Marketing Representative
1 day ago
Mandaluyong City, National Capital Region, Philippines Guevent Insurance Broker Corporation Full timeJob Responsibilities:Assists in ensuring timely collection of accounts.Prepare Quotation and process policy issuance.Requests and validates DM Issuance of Monthly Production every 5th of the month or as soon as the account had initial payment.Ensures prompt endorsement or cancellation of accounts, as needed.Assists in issuing Acknowledgement or Provisional...
-
Insurance Services Assistant
6 hours ago
Makati City, National Capital Region, Philippines FPG Insurance Full timeAbout the JobWe are currently seeking an experienced Policy Issuance Coordinator to join our team at FPG Insurance. The successful candidate will have a Bachelor's degree in a related field and a proven track record of success in a similar role.Key responsibilities include:Checking the completeness and consistency of information in KYC forms and other...
-
Compliance Associate
3 days ago
Makati City, National Capital Region, Philippines Lacson and Lacson Insurance Brokers, Inc. Full timeInsurance Broker - Human Resources and Administration Manager at Lacson & Lacson Insurance Brokers, Inc.The Compliance Associate shall assist the Risk and Compliance Department in the following:Regulatory Compliance: Coordinates and interacts regularly with regulatory government agencies to comply with applicable legal and regulatory requirements. This...
-
Insurance Financial Analyst
5 days ago
Makati City, National Capital Region, Philippines Pioneer Insurance Full timeWe require experienced accountants to join our team at Pioneer Insurance in the Shared Financials Organization.The GL Accountant role involves maintaining the integrity of the general ledger, ensuring accurate and timely recording of financial transactions. This position will work closely with other teams to ensure compliance with regulatory requirements.The...
-
Operations Assistant
5 days ago
Mandaluyong City, National Capital Region, Philippines ConnectOS Full timeWant to be part of a company that values its employees and provides opportunities for growth?About Us:We are a leading aggregator group committed to providing exceptional service and helping our customers settle billions of dollars' worth of loans. Our employees are our greatest asset, and we strive to create a positive work environment that supports...
-
Mortgage Broker Admin Support
5 days ago
Makati City, National Capital Region, Philippines Lendi Group Full time[POOLING] Mortgage Broker Admin SupportCompany DescriptionLendi Group is a market-leading digital platform business focused on transforming the home loan industry. It operates the country's #1 retail mortgage broker – the iconic Aussie Home Loans franchise – and the Australia's #1 digital mortgage brand, Lendi. Together, with its national network of...
-
Claims Administrator
1 day ago
Quezon City, National Capital Region, Philippines Arch Insurance Full timeOverviewThe Claims Administrator is responsible for the triaging, identification and allocation of incoming claims related correspondence and assisting the Claims team as required with tasks including, but not limited to, processing reinsurance claims, claims reporting, and document management.ResponsibilitiesAnalyze initial claim notifications, including...
-
Non-Life Insurance Sales
5 days ago
Makati City, National Capital Region, Philippines Pioneer Insurance Full time3 days ago Be among the first 25 applicantsDirect message the job poster from Pioneer InsuranceTalent Acquisition Supervisor at Pioneer InsuranceJob Purpose:To perform functions related to the following, with respect to all MPII/Pioneer Insurance products:Business Acquisition & DevelopmentBuild and maintain relationships with existing and potential clients...
-
Technical Insurance Expert
7 days ago
Makati City, National Capital Region, Philippines Pioneer Insurance Full timePioneer Insurance is committed to hiring talented individuals who share our values of humanity, excellence, and integrity.This is a mid-senior level role that requires a strong background in finance and insurance.The successful candidate will be responsible for underwriting technical insurance policies, analyzing data, and communicating effectively with...
-
Claims Professional
6 days ago
Quezon City, National Capital Region, Philippines Arch Insurance Full timeJob SummaryThe Arch Insurance team is seeking a highly skilled Claims Administrator to join our dynamic team. As a Claims Administrator, you will play a critical role in the triaging, identification, and allocation of incoming claims related correspondence.Main ResponsibilitiesAnalyze initial claim notifications, including coverage verification and...
-
Insurance Policy Analyst
7 days ago
Makati City, National Capital Region, Philippines Pioneer Insurance Full timePioneer Insurance is a Filipino insurance company that provides innovative life and non-life coverages to the community.The company has received recognition as the Best Insurance Company in the Philippines and Asia, known for its efficient and fair claims processes.This is a senior analyst role in the underwriting department, responsible for reviewing and...