Broking Administration Support (AU) | w/ 30K Sign-On Bonus!
We are a global company with a footprint in AU, NZ, USA, UK and the Philippines, providing offshore professional staffing solutions for small and medium-sized businesses across various industries, with a focus on Insurance, Home Loans, Financial Planning, Contact Centers, Banking, and Accounting. We seamlessly integrate offshore teams into businesses, helping them boost profitability, productivity, and customer focus. We specialize in delivering tailored solutions that meet the unique needs of our clients. Our approach is deeply rooted in fostering meaningful relationships and driving value for our partners.
Key Responsibilities:
• Preparing renewal documentation / processing Forms
• Processing invoices
• Preparing letters / emails to clients for brokers review (based on templates)
• Sending closings to underwriters
• Follow up outstanding debtors as required
• Filing of documentation as required (online)
• Preparing and issuing policy documents (COI, wordings, COC etc.)
• Entering renewal and new business accounts into the system (invoicing)
• Obtain renewal terms from Insurer Platforms and apply to set templates to present to Advisers, noting previous years terms, mid-term alterations and/or claims history
• Save invoices and documentation into Document Management System within the set company procedures and guidelines
• Obtain renewal invitations from underwriters
• Obtain information from clients as necessary/requested
• Prepare necessary client documentation
• Data processing in CBS: including keeping clients' files updated & records payments made and received
• Assist with reception duties, such as answering phones & transferring calls
• CTP Quoting and Processing
• Other admin type tasks as requested/necessary
RequirementsWhat We’re Looking For:
• At least 1 to 2 years AU General Insurance experience
• Experience with any insurance software
• Ideal to have experience working in a Broking insurance company but not required
Benefits
Why IntoGREAT?
Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.
Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.
Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.
Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles
Ready to Shape the Future?
Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We’re eager to see how you can make a difference with us!
We are a global company with a footprint in AU, NZ, USA, UK and the Philippines, providing offshore professional staffing solutions for small and medium-sized businesses across various industries, with a focus on Insurance, Home Loans, Financial Planning, Contact Centers, Banking, and Accounting. We seamlessly integrate offshore teams into businesses, helping them boost profitability, productivity, and customer focus. We specialize in delivering tailored solutions that meet the unique needs of our clients. Our approach is deeply rooted in fostering meaningful relationships and driving value for our partners.
Key Responsibilities:
• Preparing renewal documentation / processing Forms
• Processing invoices
• Preparing letters / emails to clients for brokers review (based on templates)
• Sending closings to underwriters
• Follow up outstanding debtors as required
• Filing of documentation as required (online)
• Preparing and issuing policy documents (COI, wordings, COC etc.)
• Entering renewal and new business accounts into the system (invoicing)
• Obtain renewal terms from Insurer Platforms and apply to set templates to present to Advisers, noting previous years terms, mid-term alterations and/or claims history
• Save invoices and documentation into Document Management System within the set company procedures and guidelines
• Obtain renewal invitations from underwriters
• Obtain information from clients as necessary/requested
• Prepare necessary client documentation
• Data processing in CBS: including keeping clients' files updated & records payments made and received
• Assist with reception duties, such as answering phones & transferring calls
• CTP Quoting and Processing
• Other admin type tasks as requested/necessary
RequirementsWhat We’re Looking For:
• At least 1 to 2 years AU General Insurance experience
• Experience with any insurance software
• Ideal to have experience working in a Broking insurance company but not required
Benefits
Why IntoGREAT?
Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.
Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.
Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.
Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles
Ready to Shape the Future?
Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We’re eager to see how you can make a difference with us!