Insurance Broker Assistant

4 hours ago

Makati City, National Capital Region, Philippines Coverforce Full time A$90,000 - A$120,000 per year

About the Role

Coverforce is seeking an experienced Insurance Broker Assistant to join our dynamic team in Perth and Makati. In this role, you will work closely with an SME Broker to deliver tailored insurance solutions to small and medium-sized enterprises (SMEs) in the local market. This is a full-time position, offering flexible work arrangements—four days working from home and one day in our Makati office.

What You'll Be Doing

  • Engage with SME clients to understand their unique insurance needs, under the guidance of your broker.
  • Research and analyse the market to identify the most suitable insurance products and providers, collaborating closely with your broker.
  • Prepare comprehensive insurance proposals and assist with other ad hoc tasks as required by your broker(s).
  • Manage policy transactions, including pre-renewals, renewal packages, new business, endorsements, adjustments, and quotations.
  • Negotiate with insurance providers to secure optimal coverage and terms for clients, subject to broker approval.
  • Liaise with clients to explain policy details and provide support with claims management.
  • Build and maintain strong relationships with a portfolio of SME clients.
  • Support the development and implementation of innovative insurance solutions for the SME market.

What We're Looking For

  • Proven experience as an Insurance Broker Assistant, preferably within the SME sector (minimum 3 years in a similar role is essential).
  • Quoting experienced with Sunrise and SCTP using WINBEAT System
  • Experienced and an understanding of the premium funding system.
  • Strong understanding of insurance products, industry practices, and regulatory requirements.
  • Excellent client relationship and communication skills—both written and verbal.
  • Ability to analyse complex information and deliver tailored insurance recommendations.
  • Tier 1 Insurance Certification is required.

What we offer

  • Competitive Compensation: A generous salary package that rewards your skills and dedication.
  • Comprehensive Benefits: Enjoy healthcare benefits (HMO) for yourself and 1 dependent, and a 13th-month bonus, among others.
  • Professional Development: A tailored training program that equips you for success in a global work environment.
  • Potential for Overseas Travel: An opportunity to visit your employer's home country for in-depth on-the-job training if you're a superstar on your role to help you succeed in your job
  • Day Shift: 8:30 AM to 5:00PM Philippine Time Zone.

About Us

Coverforce is a leading independent insurance broker with over 45 years of experience, providing tailored risk management solutions to businesses across Australia. We pride ourselves on our industry expertise, client-centric approach, and innovative insurance solutions. Join our team and be part of our continued success.

Apply now to become our next Insurance Broker Assistant (SME).

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