AU and PH onlyThe Broker's Assistant is an insurance support professional who partners with brokers to deliver seamless policy administration, claims coordination, and compliance management, ensuring accuracy across all systems and documentation.
Requirements
- Assist brokers in preparing insurance quotes and processing new business, renewals, and endorsements.
- Manage and organise all policy documentation, compliance records, and client correspondence.
- Coordinate with insurers and underwriters to lodge and follow up on insurance claims.
- Maintain accurate and up-to-date records within CRM and broking systems (e.g., Insight, WinBEAT, or similar).
- Ensure all workflows, documentation, and audit trails align with industry and company standards.
- Monitor compliance-related tasks to ensure adherence to regulatory requirements.
- Support continuous process improvement initiatives to enhance efficiency and service delivery.
- Provide responsive and professional support to both internal teams and clients.
- Other role specific duties as they arise.
Benefits
- Comprehensive HMO and government-mandated benefits
- Training programmes for career development
- Engaging company outings, team activities and wellness sessions
- Supportive, inclusive culture
- Dedicated managers focused on your growth and success
Philippines