Insurance Broker Assistant (AU) | WFH setup | w/ 30K Sign-On Bonus!

Insurance Broker Assistant (AU) | WFH setup | w/ 30K Sign-On Bonus! Remote- Eastwood Avenue, Quezon City, Metro Manila, Philippines 2 - 5 Years Probationary Job Description Job Summary: Provide office support to broking operations, to ensure the smooth delivery of services to our clients thereby meeting our Service Standards and enhancing the company’s reputation in the marketplace. Provide a highly professional level of client service, bothon the telephone and in person. Ensure all clients are provided with prompt and courteous assistance at all times. Provide a reliable and efficient claims service - monitoring and negotiating where necessary and assisting clients with the settlement of claims in accordance with company guidelines, whilst providing a professional service to clients that enhances the company’s reputation and creates new opportunities for growth. Provide support to branch Account Manager in the development of our client base to achieve growth and manage debtor control. Liaise and strengthen relationships with our clients, underwriting partners and other key stakeholders. Job Responsibilities: Processing: Sunrise renewal invoice processing in accordance with procedures New business, renewal and endorsement invoice requested by branch Account Managers in accordance with procedures Spreadsheets with multiple vehicle listings and/or premium splits Workers Compensation declarations and adjustment processing Client Service: Preparation and use of standard quotation slips, standard letters and standard client insurance submissions and manuals as directed by Account Managers Prompt quotation turnaround in line with company procedures Prompt Certificate of Currency turnaround in line with company procedures Following up client for outstanding information required in line with company procedures Quick identification and rectification of service issues impacting clients Lodgement of client claims with relevant Insurer in a timely manner Complete claims follow up and general claims service in accordance with the claims procedure Inform the relevant Account Manager of any claims issues and/or declinature in a timely manner and in accordance with agreed notification protocols Work with the relevant Account Manager to resolve any service issues or problems between the client and the Company Work with the relevant Account Manager to ensure that any issues which elevate into a complaint are referred to the company Complaints Officer in line with documented complaints procedures Check the accuracy of underwriter policy documents before sending to clients General Administration Regular filing and updating of Tasks for Account Manager Answering the telephone in a timely and professional manner Adhere to OH&S and WorkCover requirements Electronic scanning and filing in accordance with procedures Act in accordance with Code of Practice requirements Professional Development Ensure ongoing professional development through participation of approved training and development programs Participate in relevant ongoing training to comply with client's training requirements Qualifications: Candidates should ideally have 2-4 years of insurance broking experience Staff familiarity with OfficeTech and WinBeat. Candidates must be able to independently perform administration tasks like sending endorsement invoices directly to clients. Working towards Tier 1 certification is nice to have Experience in using SCTP and Sunrise insurance systems are nice to have Why IntoGREAT? Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards. Day 1 HMO Coverage + 2 Free Dependents: Enjoy comprehensive healthcare coverage from your first day of employment, including HMO coverage for up to two dependents at no additional cost. Mental Health & Wellness Support: Your well-being matters. Access programs and benefits designed to support your mental health, wellness, and overall work-life balance. Generous PTO Benefits: Take the time you need to rest, recharge, and attend to personal commitments with our paid time-off program. 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! Job Snapshot Updated Date 28-Sep-2026 Department Insurance Location #J-18808-Ljbffr Intogreat Solutions