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)