Insurance Broker Executive

3 days ago

Makati City, National Capital Region, Philippines Coverforce Full time ₱900,000 - ₱1,200,000 per year
Insurance Broker Executive

We are seeking a motivated and detail-oriented Insurance Broker Executive with Tier 1 or Tier 2 certification to support our brokers based in Perth, Australia.

About the Role

As an Insurance Broker Executive, you will play a vital role in supporting both brokers and clients throughout the entire insurance lifecycle. This includes handling new business, renewals, endorsements, cancellations, and other administrative tasks relevant to your role. You'll be responsible for managing your own portfolio under the supervision of senior brokers, working across both domestic and commercial lines. This hands-on experience offers a strong foundation for career development.

Key Responsibilities
  • Provide proactive, client-focused administrative support under the supervision of senior brokers, ensuring high standards of service and accuracy
  • Assist brokers in managing policy renewals in accordance with established renewal workflows and pre-renewal procedures
  • Accurately process a range of policy transactions—including new business, endorsements, adjustments, cancellations, and invoicing using the Winbeat Insurance Platform
  • Develop a strong understanding of the broker's client base and act as the primary point of contact in their absence, maintaining continuity of service
  • Ensure full compliance with the regulatory obligations of a Financial Services Provider, including adherence to industry standards and internal policies
Minimum and Non Negotiable requirements
  • 2–3 years of experience in the Australian insurance industry, preferably with a broker or Authorised Representative
  • Tier 1 or Tier 2 certification
  • Proficiency in Sunrise, SCTP, and Winbeat systems
  • Understanding of premium funding processes
  • Advanced skills in Microsoft Office (Outlook, Word, Excel)
Preferred Educational achievements
  • University qualifications with Latin honors such as Cum Laude, Magna Cum Laude, or Summa Cum Laude, or inclusion in the Dean's List, are highly regarded
What We Offer
  • Competitive Compensation: above market remuneration for the right candidates
  • Comprehensive Benefits: Including healthcare (HMO), public holiday leave, and 13th-month bonus and other bonuses
  • Career Development: Potential for overseas travel and on-the-job training in Australia
  • Flexible Work Arrangements: Hybrid or work-from-home options available
  • Day Shift Hours: 8:30 AM – 5:00 PM (Philippine Time Zone)

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