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Twoconnect logo
Twoconnect

We facilitate business growth through our managed offshoring services.

Broker's Assistant – Insurance, Financial Experience

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteMid LevelTeam 201-500Since 2018H1B No SponsorCompany SiteLinkedIn

Location

Philippines

Posted

116 days ago

Salary

0

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Broker's Assistant – Insurance, Financial Experience

Twoconnect

• Assist brokers in preparing insurance quotes and processing new business, renewals, and endorsements. • Manage and organise all policy documentation, compliance records, and client correspondence. • Coordinate with insurers and underwriters to lodge and follow up on insurance claims. • Maintain accurate and up-to-date records within CRM systems and demonstrate proficiency with Steadfast broking systems. • Ensure all workflows, documentation, and audit trails align with industry and company standards. • Monitor compliance-related tasks to ensure adherence to regulatory requirements. • Support continuous process improvement initiatives to enhance efficiency and service delivery. • Provide responsive and professional support to both internal teams and clients. • Other role specific duties as they arise.

Job Requirements

  • Bachelor’s degree in Business, Finance, Insurance, or a related field.
  • Minimum 2+ years of experience as a broker’s assistant is essential
  • Working knowledge of the full range of business insurance products, underwriting processes, and industry platforms.
  • Experience working with Australian insurance compliance standards and broking systems.
  • Excellent organisational, time management, and multi-tasking abilities.
  • Exceptional attention to detail, ensuring absolute accuracy in all data handling, documentation, and compliance records.
  • Proactive communicator with the ability to work autonomously and as part of a collaborative team.
  • A growth mindset with a focus on continuous improvement and operational efficiency.
  • Tier 2 Insurance Broking qualification or willingness to obtain it is preferred

Benefits

  • Work from home
  • Mon - Fri: 7:00 AM – 4:00 PM PHT(*adjustments will be made for daylight saving time*)
  • HMO with 1 free dependent and medical reimbursements
  • Government-mandated benefits
  • Work from home allowances
  • Opportunities to work with leading companies in Australia and beyond
  • Training programmes for career development
  • Engaging company outings, team activities and wellness sessions
  • Supportive, inclusive culture
  • Dedicated managers focused on your growth and success

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