Insurance Broker Assistant (AU)
T
TwoconnectInsurance
Workable locations: National Capital Region, Philippines, Monday to Friday 7:00 AM – 4:00 PM PHT (adjustments will be made for daylight saving time)Full-TimeJunior
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Experience
- Minimum 2+ years of experience as a broker’s assistant is essential.
- Required Skills
- Attention to detailOrganizational skillsTime ManagementMultitaskingCRM
Requirements
- Bachelor’s degree in Business, Finance, Insurance, or a related field.
- Minimum 2+ years of experience as a broker’s assistant is essential.
- Working knowledge of the full range of business insurance products, underwriting processes, and industry platforms.
- Experience working with Australian insurance compliance standards and broking systems.
- Excellent organisational, time management, and multi-tasking abilities.
- Exceptional attention to detail, ensuring absolute accuracy in all data handling, documentation, and compliance records.
- Proactive communicator with the ability to work autonomously and as part of a collaborative team.
- A growth mindset with a focus on continuous improvement and operational efficiency.
- Tier 2 Insurance Broking qualification or willingness to obtain it is preferred.
Responsibilities
- 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.
View Full Description & ApplyYou'll be redirected to the employer's site
