broking Assistant (nqi0002)Hammerjack

Duties and Responsibilities:1. Data Entry and Management (New business and on-going)
Input client information, policy details, and claims data into the broking system.
Autonomously managing online quoting systems (as allowed, trained, and directed)
Update and maintain client records, ensuring data integrity and compliance.
Verify data accuracy by cross-checking documents and flagging discrepancies.
2. Administrative Support
Process invoices and related debtor management post 14 days, 31 days etc. Running Debtor reports.
Prepare reports and spreadsheets (e.g., policy renewal lists, premium summaries).
Assist with general office tasks, such as managing email inboxes, drafting correspondence, and coordinating team meetings.
3. On-going Document Preparation and Organization
Prepare standard documents, such as pre-renewal fact finders, issuing of proposal forms, policy schedules, renewal notices, and invoices, using templates provided by the brokerage - and ensuring follow-ups are issued/chased/tracked.
Organise and file electronic documents in the brokerage's document management system, ensuring easy retrieval.
Autonomously managing online quoting systems (as allowed, trained and directed) including Envest Marketplace, Sunrise and Insurer systems.
Scan, upload, and categorize client correspondence, including emails and physical documents sent to the brokerage.
4. Client Communication Coordination
Respond to routine client inquiries (e.g., requests for policy documents or payment details) via email, using pre-approved scripts.
Schedule appointments and meetings between clients and licensed brokers, managing calendars, and sending reminders.
Forward any client queries requiring advice or technical expertise to brokers immediately.
5. Claims Support
Assist with administrative tasks related to claims processing, such as collecting and collating claim forms and supporting documents.
Liaise with insurers' claims departments to track claim progress and update clients on status (without providing advice).
Maintain accurate records of claims activities in the CRM system.
6. Team Collaboration (case-by-case)
Participate in virtual team meetings to provide updates on tasks and receive instructions.
Collaborate with onshore staff to ensure seamless workflow and timely task completion.
Provide feedback on administrative processes to improve efficiency, as requested.
Qualifications:
Detail oriented.
2 years of working experience in AU Insurance.
Hands-on experience with WinBeat and OfficeTech will be beneficial.
Strong organisational, project management, and problem-solving skills with impeccable multi-tasking abilities.
Ability to follow process and work independently.
Communicate progress and/or report issues.
Insurance experience would be beneficial.
hammerjack

Angeles City, Pampanga
Permanent
Full-time