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Insurance Broker Support (AU) | WFH | w/ 30K Sign-On Bonus!
Intogreat Solutions Philippines
2d ago
0SupportUnited Stateshimalayas
Insurance-Broker-SupportInsurance-AdministrationBroker-OperationsInsurance-SupportGeneral-InsuranceMid-level
Job Description
This is a remote position.Purpose of the Role:To support the broker role and, in their absence, ensuring clients receive seamless quality service.Key responsibilities:Provide client and administrative support/back up for aligned broker/s ensuring accuracy of information provided.
Accurately process policy changes, eg new business, renewals, cancellations, etc.
Manage Monthly Statement process in accordance with Credit Control procedures.
Assist broker to manage renewals in accordance with Renewal process procedures.
Ensure all cancellation notices receive urgent attention and no client policy remains current after the Insurer’s cancellation date.
Understand Broker’s client base and connections and promote yourself as the key contact in their absence.
Manage own and broker’s incoming and outgoing post.
Have an overview of client claims, provide support and assistance when necessary to ensure the claim progresses satisfactorily.
Support smooth running of office – i.e. answer phones, assist with administrative/reception tasks and help other staff as required/requested.
Comply with Company standards, processes, procedures and policies.
Adhere to the obligations required of a Financial Service Provider.
Daily banking
Payments to underwriters/licensee/referrers
Refunds to clients
Following up debtors/declarations etc from clients
Operating a trust account & banking operations in the broking system Winbeat
Experience in general Insurance – Personal and commercial
RequirementsWhat We’re Looking For:• Must at least have 2 years AU General Insurance experienceKnowledge in Personal and Commercial insurance products/lines
Winbeat and SCTP experience
SME Broker experience as nice to have
Experience with supporting / assisting AU insurance broker is a must
BenefitsWhy 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 rolesReady 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!
Originally posted on Himalayas
