AU Broker Assistant

In Intogreat, we value not just your career opportunities with us but we also take pride in our work-life balance culture. We are dedicated to providing the needs of our staff to become productive at work.

Here are the reasons why you should join Intogreat:

1. We provide competitive salary package

2. HMO coverage for you and up to 2 free dependents

3. Group life insurance for your security

4. Mental health reimbursement package

5. Paid sick and vacation leave credits

6. Fun and exciting events for our employees

7. Convenient work location that are accessible to the basic necessities and hangouts

8. We value work-life balance

9. Work with driven & talented professionals

10. Fun and supportive work environment

11. We provide security for your workplace

12. A growing team – more opportunities for you

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Come and be part of our growing team that you will surely enjoy

SUMMARY

Follow up outstanding documentation from brokers, Checking and processing closings/invoices, Follow up outstanding debtors as required, Filing of documentation as required (online), Preparing and issuing policy documents (COI, wordings, COC etc.) Entering renewal and new business accounts into the system (invoicing) Preparing and issuing monthly renewals, maintain good rapport with clients, insurers and provide a high level of professional service to Clients and develop high quality relationships;

DUTIES AND RESPONSIBILITIES

• Follow up outstanding documentation from brokers
• Checking and processing closings/invoices
• Follow up outstanding debtors as required
• Filing of documentation as required (online)
• Preparing and issuing policy documents (COI, wordings, COC etc.)
• Entering renewal and new business accounts into the system (invoicing)
• Preparing and issuing monthly renewals
• Obtain renewal terms from Insurer Platforms and apply to set templates to present to Advisers, noting previous years terms, mid-term alterations and/or claims history
• Provide comparative quoting based on existing data (claims history, current details) and present to advisers via set templates
• Ensure accuracy of all transactions. Accurately process invoices onto the system within the set company procedures and guidelines
• Save invoices and documentation into Document Management System within the set company procedures and guidelines
• Email invoices with compliance documents to clients via set templates
• Obtain renewal invitations
• Obtain information from clients as necessary/requested
• Obtain quotes within compliance/ability level as requested/required (no client advice)
• Provide general advice within compliance/ability level as requested by clients
• Prepare necessary client documentation
• Make sure all enquiries and payments are dealt with quickly
• Data processing in CBS: including keeping clients' files updated & record payments made and received
• Dealing with incoming calls/documentation within compliance/ability level
• Manage Endorsements and Cancellations within compliance/ability level
• Delegate tasks to Hub / Processing Team as negotiated/necessary
• Maintain good rapport with clients, insurers and provide a high level of professional service to Clients and develop high quality relationships
• Other tasks as requested/necessary

Requirements

• 2-3 years minimum years of experience for AU Insurance
• Experience with any insurance software
• CBS or Bria experience nice to have
• Amenable to work onsite twice a week at Eastwood Quezon City

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