Broker Assistant

2 days ago

Manila, National Capital Region, Philippines hammerjack Full time ₱300,000 - ₱450,000 per year

JOB OVERVIEW

The Insurance Virtual Assistant will provide administrative and client support services for Australian

insurance firms. This role requires efficiency, accuracy, and strong communication skills to ensure

smooth operations and an excellent client experience.

DUTIES AND RESPONSIBILITIES


• Provide day-to-day administrative support to insurance brokers, advisors, and teams.


• Manage client inquiries, emails, and follow-ups, ensuring timely and professional responses.


• Assist in preparing insurance documents, policy renewals, quotations, and claims

documentation.


• Maintain accurate client records and databases.


• Conduct research and provide insights on client accounts, renewal schedules, and upcoming

deadlines.


• Schedule appointments, meetings, and reminders to support brokers and clients effectively.


• Monitor client touchpoints and suggest improvements in communication and customer

experience.

QUALIFICATIONS


• Prior experience as a Virtual Assistant, preferably supporting insurance, financial services, or

professional services.


• Strong understanding of insurance processes (policy issuance, renewals, claims handling) is

an advantage.


• Excellent communication skills, both written and verbal, with the ability to engage

professionally with Australian clients.


• High attention to detail, confidentiality, and organizational skills.


• Proficiency in tools and platforms such as:

o CRM & Insurance Management: Insight, Salesforce, HubSpot, AdviserLogic, or

other industry-specific CRMs

o Communication & Collaboration: Microsoft Outlook, Teams, Slack, Zoom

o Productivity & Task Management: Asana, Trello,

o Document Management: Google Workspace, Microsoft Office, DocuSign

o Analytics & Reporting: Power BI, Google Data Studio, or CRM dashboards


• Ability to work independently, manage multiple priorities, and meet deadlines.

  • Broker Assistant

    4 hours ago

    Manila, National Capital Region, Philippines 57b2879c-0139-4d38-bdfb-6f4b68b0c277 Full time ₱250,000 - ₱500,000 per year

    INTERMEDIATE BROKER ASSISTANTLocation: Philippines (Remote)Shift: 7:00 AM to 4:00 PMUnlock your potential At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and Philippines, supporting our global clients in the...

  • Broker Assistant

    1 week ago

    Manila, National Capital Region, Philippines ConnectOS Full time ₱1,200,000 - ₱2,400,000 per year

    Schedule: Monday - Friday (6:00 AM - 3:00 PM PHT)What are we looking for?The purpose of a Loan Processor is to assist Australian mortgage brokers with administrative tasks to process and track loan applications. The role requires you to communicate with relative stakeholders, prepare documentation, keep systems and CRMs updated, and follow a loan application...

  • Insurance broker

    1 week ago

    Manila, National Capital Region, Philippines Digitek Outsourcing Full time ₱720,000 - ₱960,000 per year

    Australian General Insurance Account Broker (AUS - Remote)Digitek Outsourcing Philippines (Remote) Brokerage (Insurance & Superannuation) Full time₱60,000 – ₱80,000 per month (PHP)Posted 30d+ agoAustralian General Insurance Account Broker (Full-Time, Remote)Employer: Digitek OutsourcingLocation: RemoteEmployment Type: Full-TimeAbout the Role:Digitek...

  • AU Broker Assistant w/ 30K Sign on Bonus

    1 week ago

    Manila, National Capital Region, Philippines Intogreat Solutions Full time ₱250,000 - ₱450,000 per year

    We are looking for a motivated and detail-oriented Insurance Broker Assistant to join our team and support our brokers in delivering exceptional insurance solutions to clients across Australia. In this role, you will assist with policy administration, client communications, and document preparation, playing a key role in ensuring smooth and efficient...

  • Broker Support

    2 days ago

    Manila, National Capital Region, Philippines Asw Full time ₱40,000 - ₱60,000 per year

    Job DescriptionTHE OPPORTUNITYOur client is a specialist insurance provider offering tailored, competitively priced cover to tradespeople across Australia. Backed by leading underwriters and committed to sustainability as a subsidiary of Australia's first carbon-neutral insurance broker, they deliver a seamless online quoting experience paired with...

  • Broker Administration Support

    2 days ago

    Manila, National Capital Region, Philippines Asw Full time ₱1,200,000 - ₱2,400,000 per year

    Job DescriptionTHE OPPORTUNITYAn Australian insurance brokerage is seeking a Broker Administration Support Officer to assist its commercial broking team with backend operations, renewal preparation, and insurer coordination. This newly created role is ideal for someone with solid experience in insurance administration who is looking to deepen their exposure...

  • Broker Support Associate

    2 days ago

    Manila, National Capital Region, Philippines Hunt St Full time A$15,600 - A$24,000 per year

    ​​Looking for Filipino (Philippines-based) candidatesJob Role: Broker Support AssociateCompensation range: $1,300 - $2,000 AUD/month (can offer higher for exceptional candidates)Setup: Full-time | Hybrid for Bacolod-based candidates | Open to candidates across the Philippines (Remote) | Employer of Record (EOR) but can also be under Independent...

  • Virtual Assistant

    2 days ago

    Manila, National Capital Region, Philippines Rise2Lead Unipessoal LDA Full time ₱30,000 - ₱60,000 per year

    ADMIN ASSISTANT (Licensed Real Estate Broker) Location: Philippines | Hybrid or Remote Company: Rise2Lead Group (Real Estate & Investments)Are you a licensed real estate broker with a passion for property investments and short-term rentals?We're looking for a proactive Admin Assistant to support our CEO in expanding our property portfolio across the...

  • Mortgage Broker Assistant

    1 week ago

    Manila, National Capital Region, Philippines ConnectOS Full time ₱21,000 - ₱50,000 per year

    Schedule: Monday - Friday (06:00 AM - 03:00 PM PHT)What will you do? Document management (collecting, renaming, organising, following up sensitive supporting documentation)NCCP Compliance checksData entry of client information to MyCRM (CRM system)Data entry of a loan application into MyCRM and Apply Online (AOL), Simpology, or direct to the lender.Living...

  • Australian Brokerage Admin Assistant

    1 week ago

    Manila, National Capital Region, Philippines KMC Solutions Full time ₱400,000 - ₱600,000 per year

    Make your next big career move by applying as KMC Solutions next AUSTRALIAN BROKERAGE ADMIN ASSISTANTThe Loan Administration Officer will support Australian brokers and clients in efficiently progressing home loan applications with various lenders. This role requires strong administrative, communication, and organizational skills to ensure smooth and...