NZ Insurance Broker Assistant

2 days ago

Quezon City, National Capital Region, Philippines Intogreat Full time ₱70,000 - ₱120,000 per year

In Intogreat, we value not just your career opportunities with us but we also take pride in our work-life balance culture. We are dedicated to providing the needs of our staff to become productive at work.

Here are the reasons why you should join Intogreat:

  1. We provide competitive salary package

  2. HMO coverage for you and up to 2 free dependents

  3. Group life insurance for your security

  4. Mental health reimbursement package

  5. Paid sick and vacation leave credits

  6. Fun and exciting events for our employees

  7. Convenient work location that are accessible to the basic necessities and hangouts

  8. We value work-life balance

  9. Work with driven & talented professionals

  10. Fun and supportive work environment

  11. We provide security for your workplace

  12. A growing team – more opportunities for you

​

Come and be part of our growing team that you will surely enjoy

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 relevant industry experience or qualifications (ANZIIF or IBANZ).
  • 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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