Position Title: Commercial Insurance Broker Assistant
Schedule: Monday – Friday, 9:00 am - 5:30 pm QLD, AU Time or 7:00 AM – 3:30 PM PH Time
Holiday to follow: QLD, AU Holidays
Workdays: Mon - Fri
Work Set-up: Work From Home or office.
Work Details: Full-time
About the Role:
We are seeking a detail-oriented and client-focused Commercial Insurance Broker Assistant to support our Australian client, a reputable insurance brokerage firm. You will play a key role in the back-office and administrative support of insurance brokers, ensuring smooth processing of commercial insurance documentation, policy servicing, and client communication.
Key Responsibilities:
- Assist brokers with the preparation and processing of new business, renewals, and endorsements for commercial insurance policies.
- Liaise with underwriters and insurers to gather quotes, binders, and policy documentation.
- Enter and maintain accurate client and policy data in CRM and insurance systems (e.g., Insight, WinBEAT, or Sunrise Exchange).
- Review and validate policy schedules, endorsements, and other documents for accuracy and compliance.
- Prepare Certificates of Currency, client summaries, and other required reports.
- Support claims lodgment and follow-up on behalf of clients when needed.
- Ensure timely and professional communication via email or phone with clients, insurers, and internal teams.
- Maintain compliance with relevant Australian insurance industry regulations and internal procedures.
- Perform general administrative duties as required by the brokerage team.
Qualifications & Requirements:
- Minimum 3 years of experience in insurance support, preferably within a BPO setting or Australian insurance market.
- Strong knowledge of commercial insurance products (e.g., public liability, property, professional indemnity, etc.).
- Familiarity with Australian insurance platforms such as WinBEAT, Insight, or Sunrise is a plus.
- Excellent written and verbal communication skills in English.
- High attention to detail and accuracy.
- Proficient in Microsoft Office (Word, Excel, Outlook) and CRM systems.
- Ability to work independently and manage multiple tasks under tight deadlines.
- Willingness to work during Australian business hours.
Preferred but Not Required:
- ANZIIF certification or insurance-related training.
- Experience supporting insurance brokers in the Australian or New Zealand market.
Job Type: Full-time
Pay: Php35,000.00 - Php40,000.00 per month
Benefits:
- Company Christmas gift
- Company events
- Free parking
- Health insurance
- Work from home
Schedule:
- 8 hour shift
Supplemental Pay:
- 13th month salary
Experience:
- insurance support, within a BPO setting: 3 years (Required)
- WinBEAT, Insight, or Sunrise or similar: 1 year (Required)
Work Location: In person