Insurance Broker Assistant Wfh W 30k Sob

intogreat philippines

📍 Remote🌐 Remote🕐 5d ago🔗 himalayas

Job Description

### This is a remote position. **Primary 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. ### Requirements * Understanding of insurance and insurance related products. * Knowledge of relevant Acts and legal obligations. * 2-4 years relevant industry experience * AU experience is a must * Tier 2 certification a must * MS Office applications (Excel) * Insight, SCTP and Sunrise – nice to have * Gmail Suite 4 – nice to have * Experience with Strata Insurance – nice to have Originally posted on [Himalayas](https://himalayas.app)
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