Administration Broking Assistant

2 weeks ago

Ayala Alabang, National Capital Region, Philippines Emapta Full time $104,000 - $130,878 per year

Turn details into protection that powers businesses worldwide

Secure your spot in the world of insurance without flying overseas. Here, you'll gain global exposure while handling policies, risks, and reports that shape businesses worldwide. From underwriting support to client servicing, this role gives you the chance to grow your expertise and build a career that's fully covered.

What You'll Do

Be part of our client's team as an Administration Broking Assistant, where you will support insurance operations, manage documentation, and liaise with the Client Service Team to ensure smooth processing of policies, invoicing, and reports. You will handle essential administrative tasks that keep global risk and insurance solutions running seamlessly.

Role Snapshot

Employment type: Full-time

Shift: Day Shift, Weekends Off (7 AM-4 PM PHT)

Work setup: Hybrid, Alabang

Perks and Rewards

  • Day 1 HMO coverage with free dependent
  • Competitive salary package
  • Hybrid work arrangement
  • Prime office location in Alabang (easy access to PUV terminals, restaurants, and banks)
  • Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
  • Unlimited upskilling through Emapta Academy courses (Want to know more? Visit )
  • Free 24/7 access to office gyms (Ortigas and Makati) with free physical fitness trainer
  • Exclusive lifestyle perks (hotel and restaurant discounts, and more)
  • Unlimited opportunities for employee referral incentives across the organization
  • Standard government and Emapta benefits
  • 20 annual leaves (including 5 convertible to cash)
  • Fun engagement activities for employees
  • Mentorship and exposure to global leaders and teams
  • Career growth opportunities
  • Diverse and supportive work environment

What It Takes to Succeed

  • 1 to 3 years of relevant experience
  • Excellent written and verbal communication skills
  • Highly organized with the ability to prioritize tasks and meet deadlines
  • Comfortable working independently and within a small team
  • Strong problem-solving skills and eagerness to learn
  • Service-oriented with a professional demeanor
  • Trustworthy, reliable, and proactive
  • Ability to learn and use online insurer platforms such as Sunrise
  • Proficient in Microsoft Outlook, Teams, Word, Excel, and PowerPoint
  • Accurate and efficient typing skills
  • Strong attention to detail and reconciliation

Key Contributions You'll Make

General Tasks and Invoicing

  • File documents
  • Type submission slips, schedules, reports, and documentation required by the Client Service Team
  • Liaise with the Client Service Team to process invoices, including extensions and adjustments, in a timely manner
  • Prepare and send closings to insurers
  • Review and reconcile asset registers or valuation reports against current insurance coverage; identify uninsured or underinsured assets and flag them to the Client Service Team
  • Obtain home, motor, and business package quotes using insurer platforms (such as Sunrise and insurer online portals) after training
  • Assist in preparing quote comparisons and renewal documentation for presentation by the Client Service Team
  • Prepare and send certificates of currency with policy wordings to the Client Service Team for client delivery
  • Process credits and refunds to clients, insurers, or premium funders
  • Obtain premium funding quotes when required
  • Assist the Client Service Team in placing, renewing, and finalizing workers' compensation insurance policies
  • Process policy endorsements such as changes in insured names, values, locations, or interested parties
  • Liaise with insurers to arrange lapses or cancellations as instructed by the Client Service Team

Debtors

  • Facilitate weekly debtors meetings and provide all staff with a list of items for collection each fortnight
  • Provide debtors and earnings reports weekly to the Client Service (Broking) Team and CEO

Status Report

  • Enter all new appointments into the status report, open files, and provide them to the manager for allocation
  • Maintain the status report at all times
  • Liaise with the team to keep the report updated
  • Liaise with the Service Team to update the status report and send it to the client and facility insurer on the 10th of each month

Court Liquidations / Bankruptcies (NTUs Only) - Backup to Account Executive

  • Send day-one communications
  • Follow up on responses
  • Transfer located assets to the Manager for allocation to the Service Team
  • Lapse not-taken-up (NTU) appointments

Court Liquidations / Bankruptcies

  • Assist the Account Executive with general administration tasks, including extensions

Trading Insolvency Appointment

  • Arrange cover notes for workers' compensation before transferring the appointment to the Manager for allocation to the Service Team

Renewal and Lapse Reports

  • Provide renewal and lapse reports monthly to the Manager and Managing Director
  • Record lapsed covers and loss business not requiring coverage on a monthly basis

About the Organization

Our client is a specialist insurance adviser and risk consultant known for delivering tailored insurance and risk management solutions to businesses across industries in Australia and abroad. With access to global insurance markets, including Lloyd's of London, our client combines local expertise and international reach to help clients minimize, manage, and transfer risk through innovative insurance programs and superior service standards.

Welcome to Emapta Philippines

Join a team that values camaraderie, excellence, and growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024, Emapta stands proudly alongside industry giants, offering stability and exciting career opportunities. Your career flourishes here with competitive compensation, international clients, and a work culture focused on collaboration and innovation. Work with global clients across industries, supported by a stable foundation and like-minded professionals passionate about making an impact. We empower your success with opportunities for personal and professional development in an inclusive environment. Apply now and be part of the #EmaptaEra

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