Broker Assistant

4 days ago

Eastwood Metro Manila, Philippines Intogreat Solutions Full time ₱400,000 - ₱600,000 per year

Purpose of the Role:

Intogreat Solutions is seeking a motivated and detail-oriented Broker Assistant to support our specialist insurance team, working across both domestic and commercial lines. This is an exciting opportunity for someone passionate about client service and eager to grow within the insurance industry.

As a Insurance Broker Assistant, you'll play a key role in supporting our brokers and clients through the full insurance lifecycle—from new business and renewals to claims and endorsements. You'll manage your own portfolio of claims, ensure accurate data entry and CRM management, and communicate effectively with insurers to deliver excellent outcomes for clients. This role provides strong potential for career development, including progression into quoting and managing commercial products through structured professional development.

Your commitment to efficiency, accuracy, and collaboration will help uphold our standards of excellence and build long-term client trust.

Key Responsibilities:


• Daily use of Insurance Broking Systems such as WinBeat, Office Tech, Sunrise and Australian Insurer Online Platforms


• Daily use of Insurer's Quoting Portals, as well as Premium Funding Portals.


• Remarketing of Commercial and a small number of Domestic policies.


• Processing renewals & endorsements.


• Quoting New Business for Commercial clients.


• Binding Insurance Renewals.


• Preparation of Renewal Emails, ensuring all necessary documents are attached.


• Preparation of New Business Emails, ensuring all necessary documents are attached.


• Liasing with Account Manager to gather additional information required for quoting.


• Handling of referrals to insurers and gathering required information from Account Manager.

Requirements

What We're Looking For:


• Minimum of 2 yrs related experience working for an AU Insurance Broker or 3-5 yrs Insurance Industry experience with at least 1 year working for an AU Insurance Broker

• Experience in Winbeat system is a nice to have

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

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