Broking Assistant

Join Our Professional Community: Forge Connections, Shape Futures, Together, Powering Businesses Worldwide

Are you ready to be part of a professional community that's powering businesses globally to save, grow and transform? Do you want to work with innovative technology, alongside talented professionals who share your passion for excellence? Look no further - hammerjack has the perfect opportunity for you

Role: Broking Assistant
Location: Hybrid

About Us:
At hammerjack, we're not just another outsourcing company - we bring together skilled professionals from the Philippines with businesses worldwide, leveraging expert operations and the latest technology to create connections that empower our community. Our mission? To improve lives by fostering meaningful professional relationships and driving success on a global scale.

Our Impact:
Over the years, we've built workplaces that empower employees to thrive, contributing in meaningful ways to the success and culture of companies around the globe. With our focus on professional services and our people-first culture, hammerjack has become a trusted partner for businesses and professionals alike, humanizing the outsourcing industry one connection at a time.

Duties and Responsibilities:

1. Data Entry and Management (New business and on-going)

• Input client information, policy details, and claims data into the broking system.
• Autonomously managing online quoting systems (as allowed, trained, and directed)
• Update and maintain client records, ensuring data integrity and compliance.
• Verify data accuracy by cross-checking documents and flagging discrepancies.

2. Administrative Support

• Process invoices and related debtor management post 14 days, 31 days etc. Running Debtor reports.
• Prepare reports and spreadsheets (e.g., policy renewal lists, premium summaries).
• Assist with general office tasks, such as managing email inboxes, drafting correspondence, and coordinating team meetings.

3. On-going Document Preparation and Organization

• Prepare standard documents, such as pre-renewal fact finders, issuing of proposal forms, policy schedules, renewal notices, and invoices, using templates provided by the brokerage – and ensuring follow-ups are issued/chased/tracked.
• Organise and file electronic documents in the brokerage's document management system, ensuring easy retrieval.
• Autonomously managing online quoting systems (as allowed, trained and directed) including Envest Marketplace, Sunrise and Insurer systems.
• Scan, upload, and categorize client correspondence, including emails and physical documents sent to the brokerage.
  

4. Client Communication Coordination

• Respond to routine client inquiries (e.g., requests for policy documents or payment details) via email, using pre-approved scripts.
• Schedule appointments and meetings between clients and licensed brokers, managing calendars, and sending reminders.
• Forward any client queries requiring advice or technical expertise to brokers immediately.
  

5. Claims Support

• Assist with administrative tasks related to claims processing, such as collecting and collating claim forms and supporting documents.
• Liaise with insurers' claims departments to track claim progress and update clients on status (without providing advice).
• Maintain accurate records of claims activities in the CRM system.
  

6. Team Collaboration (case-by-case)

• Participate in virtual team meetings to provide updates on tasks and receive instructions.
• Collaborate with onshore staff to ensure seamless workflow and timely task completion.
• Provide feedback on administrative processes to improve efficiency, as requested.

Qualifications:

• Detail oriented.
• 2 years of working experience in AU Insurance.
• Hands-on experience with WinBeat and OfficeTech will be beneficial.
• Strong organisational, project management, and problem-solving skills with impeccable multi-tasking abilities.
• Ability to follow process and work independently.
• Communicate progress and/or report issues.
• Insurance experience would be beneficial.

What's in It for You:

• Flexibility: Work hybrid (remotely and from one of our inspiring offices) and enjoy a better work-life balance
• Inspiring Workspaces: Our offices are strategically located and designed to fuel your best work.
• Free Unlimited Barista Coffee and Booze: Enjoy refreshments from our cafe and beverage bar.
• Dynamic Open Spaces: Conducive for productivity and creativity.
• State-of-the-Art Security: Ensuring your safety and peace of mind.
• Game Rooms: Take a break and unwind with our recreational facilities.
• Competitive Compensation: Your talents deserve to be rewarded We help you negotiate with our clients.
• Professional Growth: Access to ongoing training and development opportunities to help you reach your full potential.
• A Supportive Community: Join a diverse and inclusive team that's dedicated to your success.
• Global Impact: Be part of something bigger and make a difference on a global scale.

Ready to Make a Difference?

If you're ready to join a dynamic team and be part of something truly special, we want to hear from you Apply directly on this job ad, and let's forge a brighter future together

hammerjack is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.