Insurance Broker Support

2 days ago

Quezon City, National Capital Region, Philippines Intogreat Solutions Full time ₱250,000 - ₱500,000 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:


• Proactively Manage Spreadsheet which lists monthly renewals which are common due dated to the 28th of each month.


• Obtain renewal terms from Insurer Platforms (primarily Insight and Sunrise) using same platforms to remarket, obtaining quotes from other insurers and update Renewal Spreadsheet and Officetech Tasks.


• Contact Insurers to follow up quotations and referrals.


• Update Renewal Letter templates and Schedules of Insurance to present to Advisers, noting previous years terms, mid-term alterations and/or claims history


• Provide comparative quoting based on existing data (claims history, current details) and present to advisers via set templates


• Ensure accuracy of all transactions. Accurately process invoices onto the system within the set company procedures and guidelines


• Save invoices and documentation into Officetech within the set company procedures and guidelines


• Assist with lodgement and follow up of claims

What We're Looking For:


• At least 2 years AU insurance broking support / assistant experience


• Experience with Insight, OfficeTech and SCTP insurance software/s is a must


• Experience with multiple insurance lines


• Experience working with AU Insurance / Insurer or Broking / Brokerage company


• Excellent English Verbal and Written communication skills


• Proficient with Word & Excel

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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