WFH | Insurance Broker Assistant

3 days ago

Quezon City, National Capital Region, Philippines Intogreat Solutions Full time ₱30,000 - ₱60,000 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.

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, cancellations, 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 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.


• Adhere to the obligations required of a Financial Service Provider.


• Administrative support for Insight and SCTP platforms

Qualifications:

What We're Looking For:


• Minimum 3 years AU insurance broking support experience


• Knowledge of relevant Acts and legal obligations


• A Tier 2 qualification is preferred, successful candidates without it will be provided with comprehensive support, including fully funded training, to obtain the certification


• Computer literate – confident user of MS Office applications (Outlook, Word, Excel, PowerPoint)


• Experience with InsureBot and Microsoft Power Automate, nice to have only

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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