Insurance Broker Administration Assistant

Work Set-up: 4x a week onsite, 1x a week WFH

Work Location: MOA, Pasay

Work Schedule: Monday - Friday (7am-4pm)

Processing Support

• Client set-up and filing
• Client maintenance
• Processing (data entry) in WinBEAT/SUNRISE/SVU/OT
• Renewals
• Referrals
• Endorsements
• New Business
• Cancellations
• Premium Funding
• Data Management System:
• New File set-up
• Filing
• Notes
• Track processing status on master renewal spreadsheet
• Monitor works flow via OfficeTech task system / Asana
• Completion of Time Sheets via Brokers preferred system
• Adhere to regulatory compliance processes and procedures including privacy, data security and confidentiality.
• Respond and engage with broker
• Ad hoc administrative support to broker
• Ensuring that Prelis Insurance Solutions high standards of service are maintained at all times
• Providing support to the Directors to ensure that the goals and objectives of the brokerage are attained
• Respecting confidentiality
• Managing and fulfilling office administration duties as required
• Meetings via Brokers preferred platform as required
• Note: No direct contact with end clients
  
  

Qualifications

Describe the qualifications the staff must have in terms of skills and capabilities

• Over 2 years experience in insurance industry (ideally in broking but underwriting considered)
• Bachelor of Business or equivalent (administration, commerce, economics, finance)
  
  

Preferred Qualifications

• Tier 2 in General Insurance
• Tier 1 in Insurance Broking
  
  

Note: I am happy to forgo the WinBEAT experience; however, I would require a resource with broking experience who is also familiar with the Microsoft platform and possesses strong IT skills.

Competencies/Personality Traits

• Strong system and computer skills including Microsoft Office:
• Microsoft Excel
• Outlook
• Word
• Attention to detail
• Quality focused and thorough
• Effective workflow management and time management skills
• Strong communication skills to enable smooth interaction with broker and local resources
• Motivated self-starter
  
  

Prior Experience

Describe the prior working experience a candidate should have.

• Min 2 years Insurance broking administration experience
• Experience with both Personal Lines insurance policies (home, private motor, landlords) and Business Insurance policies (business insurance packages)
• WinBEAT broking system experience
• Sunrise Insurer Platform and Steadfast SVU platform experience preferred
• Experience in managing high volume data entry/processing
• Previous experience working with an Australian based firm