Broker Support Assistant

Discover your 100% YOU with MircoSourcing

Position: Broker Support Assistant

Location: Two Ecom, MOA

Work setup & shift: Day Shift | Onsite

You'll Have

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.
  
  

Job Responsibilities

Client and Policy Administration

• Set up new client records and maintain existing files in accordance with internal procedures
• Perform data entry and policy processing tasks using systems including WinBEAT, Sunrise, SVU, and OfficeTech, across the following categories:
  
  

o Renewals

• Referrals
• Endorsements
• New business
• Cancellations
• Premium funding arrangements
  
  

Data and Records Management

• Maintain the integrity of the data management system by:
  
  

o Creating and updating electronic client files Workflow Coordination Compliance and Operational Standards Team and Broker Support General Office Responsibilities Note: This role is strictly internal-facing and does not involve direct communication with end clients.

• Logging client interactions and policy notes
• Ensuring accurate and timely filing of documentation
• Track and update processing status via the master renewal spreadsheet
• Monitor and manage assigned tasks through OfficeTech and/or Asana
• Submit completed tasks and time entries through the broker’s preferred time tracking system
• Ensure adherence to relevant industry regulations, including privacy laws, data security protocols, and confidentiality requirements
• Maintain Modulus’ high standards of service and professionalism in all internal operations
• Engage with brokers to clarify task requirements and confirm processing status
• Provide general administrative assistance to brokers as needed
• Support the Directors in achieving operational goals and delivering on business objectives
• Perform day-to-day office administration tasks as required
• Participate in internal meetings via the broker’s preferred communication platform
• Strictly maintain client confidentiality at all times
  
  

Qualifications

Required Qualifications & Experience

• Minimum 2 years of experience in the insurance industry — preferably within broking, though underwriting experience will also be considered
• Tertiary qualification in Business, Commerce, Finance, Economics or a related discipline (or equivalent experience)
• Strong working knowledge of Microsoft Office Suite (Outlook, Word, Excel, Teams) and ability to adapt quickly to various digital platforms
• Solid IT competency, with the ability to troubleshoot, learn new systems, and support process improvements
  
  

Preferred Qualifications

• Tier 2 Certification in General Insurance (ASIC RG 146 compliant)
• Tier 1 Certification in Insurance Broking
  
  

Note: Experience with WinBEAT is not essential; however, prior broking experience and a demonstrated understanding of broking workflows and systems is required.

Competencies/Personality Traits

Key Attributes and Competencies

• Technologically Proficient: Confident using a range of systems and digital tools, with strong proficiency in Microsoft Office, including:
  
  

o Excel - data entry, basic formulas, tracking tools

• Outlook - professional communication and task management
• Word - formatting, documentation, and internal reporting
• Detail-Oriented and Quality-Focused: Demonstrates a high level of accuracy and thoroughness in administrative tasks, documentation, and data entry; consistently produces work to a high standard
• Organised and Efficient: Able to manage competing priorities, meet deadlines, and follow workflows effectively; strong time management and task coordination skills
• Clear and Professional Communicator: Communicates confidently and respectfully with brokers and internal teams to ensure tasks are clarified, updates are shared, and priorities are understood
• Self-Motivated and Proactive: Takes initiative, works independently, and requires minimal supervision; actively contributes to team efficiency and continuous improvement
  
  

Prior Experience

• Minimum 2 years’ experience in insurance broking administration
• Proven expertise across both Personal Lines (home, private motor, landlord) and Business Insurance packages
• Proficient in using the WinBEAT broking system
• Familiarity with Sunrise and Steadfast SVU platforms highly regarded
• Demonstrated ability to manage high-volume data entry and processing with accuracy and efficiency
• Prior experience working with an Australian-based insurance brokerage or firm
  
  

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan - it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

• Terms & conditions apply