Broker Assistant (AU) | w/ 30K Sign-On Bonus!

Company : Intogreat Solutions Philippines

Job Type : Full Time

Quezon City, National Capital Region (Manila)

Number of Applicants

000+

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Job Description - Broker Assistant (AU) | w/ 30K Sign-On Bonus!

About Us
We are a global company with a footprint in AU, NZ, USA, UK and the Philippines, providing offshore professional staffing solutions for small and medium-sized businesses across various industries, with a focus on Insurance, Home Loans, Financial Planning, Contact Centers, Banking, and Accounting. We seamlessly integrate offshore teams into businesses, helping them boost profitability, productivity, and customer focus. We specialize in delivering tailored solutions that meet the unique needs of our clients. Our approach is deeply rooted in fostering meaningful relationships and driving value for our partners.

About the Role

To process New Business, Endorsements and Renewals. To support the Broker.

Key Responsibilities:

Business Servicing

• Respond to enquiries and requests for action from Account Executives and Junior Brokers

• Processing of new business, renewals and policy maintenance to ensure provision of excellent service to clients and the highest quality input to insurers

• Providing and following up on quotations

• Processing all new business

• Processing of endorsements/amendments

• Quoting of renewals

• Preparing correspondence between clients and underwriters for approval by the Account Executive or Junior Broker

• Updating of Claims Status reports

• Attending to front counter payments and enquiries

• Assisting other Brokers when required for general queries

Complaints Handling

• Ensure customer complaints are escalated and responded to within specified Internal Dispute Resolution timeframes as per RG 271

• Assist in monitoring customer complaints, and assist with effective resolution when required

• Proactively identify, support and assist customers who need help to make a complaint

• Assist in assessing and prioritising complaints according to the urgency of the issues raised

• Take prompt action to identify affected customers and assist to provide fair remediation

• Recognise that everyone has a right to complain. Act with sensitivity as well as be objective and impartial

• Assist in preparing documents for customers and management

Education/ Compliance

• Undertake Professional Development activities as outlined in training plan

• Ensure all activities are carried out in compliance with relevant statutory and industry requirements and codes

• Maintain current knowledge of and adhere to company policies and principles as detailed

• Adhere to internal privacy guidelines and maintain confidentiality

• Acquire a sound knowledge of clients’ industries, businesses and risks

• Acquire knowledge of the Insurance industry and market

• Maintain an understanding of the products and services offered by the Company

• Maintain a sound knowledge of RG 271 (Internal Dispute Resolution

• Maintain an understanding of the principles of good customer conduct

Requirements

What We’re Looking For:

• Invoicing and use of insurance platform procedures

• Literacy in technology and systems, in particular word processing and spreadsheet packages

• Working towards Certificate III or Certificate IV

• Working towards Tier 2 qualification

• Knowledge of RG 271 (Internal Dispute Resolution)

Benefits

Why 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 roles

Ready 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!

Original job Broker Assistant (AU) | w/ 30K Sign-On Bonus! posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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Broker Assistant (AU) | w/ 30K Sign-On Bonus!

Job Description - Broker Assistant (AU) | w/ 30K Sign-On Bonus!

Requirements

Benefits

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