Insurance Administrator

1 day ago


Cagayan de Oro, Northern Mindanao, Philippines beBeeAdministrative Full time ₱3,000,000 - ₱4,500,000
Job Title: Assistant Account Executive / Broking Assistant

Join a dynamic and customer-focused general insurance brokerage based in Australia, where you will work with a team to deliver tailored insurance solutions to individuals, businesses, and property owners. Our commitment to service, compliance, and professionalism makes us an ideal employer for those who thrive in fast-paced environments.

The Assistant Account Executive / Broking Assistant provides administrative support to the broking team, ensuring smooth day-to-day operations and efficient processing of insurance policies and renewals. This role requires strong organizational and time management skills, as well as excellent written and verbal communication skills in English.

  • Support Account Managers in servicing a portfolio of SME commercial clients and domestic insurance clients.
  • Assist in preparing and issuing quotations, renewals, certificates of currency, endorsements, and other policy documentation.
  1. Liaise with insurers to obtain terms, endorsements, and policy updates.
  2. Accurately enter and update client and policy information in the broking management system/CRM.

Key Responsibilities:

  • Follow up on documentation from clients and insurers, ensuring all required information is obtained.
  • Assist in compiling underwriting submissions and gathering risk information.
  • Monitor and follow up on unpaid premiums and renewal processing.
  • Assist with lodgement and follow up of insurance claims.
  • Maintain compliance with regulatory and internal procedures, including file notes and records management.
  • Provide ad hoc administrative and support tasks as directed by the broking team.
Requirements:
  • Minimum 1–2 years' experience in an insurance support or administrative role (general insurance preferred).
  • Strong attention to detail with a commitment to accuracy.
  • Excellent written and verbal communication skills in English.
  • Strong organisational and time management skills.
  • Ability to work effectively in a remote environment with limited supervision.
  • Proficient in Microsoft Office (Outlook, Word, Excel).
  • Comfortable learning and using insurance broking systems and CRM platforms.
Preferred Qualifications:
  • Previous experience working in a broking firm or with Australian general insurance products.
  • Familiarity with WinBEAT, JAVLN Officetech, or other broking software (training will be provided).
  • Tier 2 or Tier 1 insurance broking qualification (or international equivalent) desirable. Training pathways will be provided after qualifying period.
Benefits:

This role offers a unique opportunity to develop your skills and knowledge in the insurance industry, working with a dynamic team that prioritizes service, compliance, and professionalism. You will have the chance to work on a variety of projects, develop your expertise, and contribute to the growth and success of our business.

Our company values its employees and strives to provide a positive work environment that supports professional development and work-life balance. We offer competitive compensation packages, training opportunities, and a collaborative team culture.



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