Broker Assistant

4 days ago

Quezon City, National Capital Region, Philippines Intogreat Solutions Full time ₱250,000 - ₱750,000 per year

Purpose of the Role:

Intogreat Solutions is seeking a motivated and detail-oriented Broker Assistant to support our specialist insurance team, working across both domestic and commercial lines. This is an exciting opportunity for someone passionate about client service and eager to grow within the insurance industry.

As a Insurance Broker Assistant, you'll play a key role in supporting our brokers and clients through the full insurance lifecycle—from new business and renewals to claims and endorsements. You'll manage your own portfolio of claims, ensure accurate data entry and CRM management, and communicate effectively with insurers to deliver excellent outcomes for clients. This role provides strong potential for career development, including progression into quoting and managing commercial products through structured professional development.

Your commitment to efficiency, accuracy, and collaboration will help uphold our standards of excellence and build long-term client trust.

Key Responsibilities:

​


• Respond to requests for action from Account Executives, Branch Managers and Internal Managers


• Processing of new business, renewals and policy maintenance to ensure provision of excellent service to clients and the highest quality input to insurers


• Assist with lodging and following up claims online


• Providing and following up on quotations


• Attending to front counter payments and enquiries


• Assisting internal brokers as and when required


• Ensuring client and company needs are protected at all times


• Attending to enquiries from potential clients


• Following up referred leads


• Gathering underwriting information from clients


• Ensure all activities are carried out in compliance with relevant statutory and industry requirements and codes


• Work effectively with team to accomplish organisational goals


• Keep management and others informed appropriately and as required about work status


• Take actions that respect the needs and contributions of others

What We're Looking For:


• Has minimum of 3 years of work experience in AU General Insurance


• Has 2+ years supporting an AU insurance broker


• Bachelor's degree


• Working knowledge of Microsoft Word, Excel, Outlook


• Experience with CBS insurance software/tool is nice to have

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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