Insurance Broker Assistant

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Assist brokers in the preparation of insurance quotes and the processing of new business, renewals, and endorsements.

• Organize and manage all policy documentation, compliance records, and client communications.

• Collaborate with insurers and underwriters to submit and follow up on insurance claims.

• Keep precise and current records within CRM and broking systems (e.g., Insight, WinBEAT, or similar).

• Ensure all workflows, documentation, and audit trails comply with industry and company standards.

• Oversee compliance-related tasks to guarantee adherence to regulatory requirements.

• Assist in ongoing process improvement initiatives to boost efficiency and service delivery.

• Provide responsive and professional support to internal teams and clients alike.

• Fulfill other role-specific responsibilities as they arise.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, Insurance, or a related discipline.

• At least 5+ years of experience in a broker assistant or insurance administration position.

• Strong understanding of general insurance products, underwriting processes, and industry platforms.

• Knowledge of Australian insurance compliance standards and broking systems.

• Exceptional organizational, time management, and multitasking skills.

• High level of attention to detail and accuracy in data management and documentation.

• Proactive communicator capable of working independently as well as part of a collaborative team.

• A growth-oriented mindset focused on continuous improvement and operational efficiency.

• Tier 2 Insurance Broking qualification or a willingness to pursue it is preferred.

🏝️ Benefits

• **Why Join Twoconnect?**

• We provide more than just a job — we offer a supportive and fulfilling career experience. Here’s what you can expect from this opportunity:

• Work from home

• Monday to Friday 7:00 AM – 4:00 PM PHT (*adjustments will be made for daylight saving time*)

• Opportunities to collaborate with leading companies in Australia and beyond

• Comprehensive HMO and government-mandated benefits

• Training programs for career advancement

• Engaging company outings, team activities, and wellness sessions

• Supportive, inclusive culture

• Dedicated managers focused on your growth and success

• We’re not your typical BPO — we’re a Managed Service Provider (MSP) centered on people and their success. Most of our roles are work-from-home, on day shifts, and provide the opportunity to work directly with leading clients in Australia, New Zealand, and now the UK as part of their team.** **We offer a people-first culture where you're valued, not just counted.** **To learn more about us, visit our socials:

• Website: https://twoconnect.com.au/

• Careers: https://apply.workable.com/twoconnect-careers/

• LinkedIn: https://linkedin.com/company/twoconnectau

• Facebook: https://www.facebook.com/2woconnect/

• Instagram: https://www.instagram.com/twoconnect_/