Broking Assistant

7 hours ago

Makati City, National Capital Region, Philippines hammerjack Full time ₱1,500,000 - ₱3,000,000 per year

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.

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