Insurance Broker Assistant

4 days ago

Manila, National Capital Region, Philippines Intogreat Solutions Full time ₱900,000 - ₱1,200,000 per year

Primary purpose of the role:

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, eg new business, renewals, cancelations, 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.

Requirements

  • Understanding of insurance and insurance related products.
  • Knowledge of relevant Acts and legal obligations.
  • Minimum 3 years as NZ Broker Assistant
  • ANZIIF or IBANZ nice to have
  • Computer literate – confident user of MS Office applications (Outlook, Word, Excel, PowerPoint)
  • Amenable to work Onsite at least TWICE a week at Eastwood, Quezon City

Benefits

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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