Insurance Broker Assistant (AU) - Work From Home / Dayshift at Twoconnect

, National Capital District, Philippines -

Full Time

Start Date

Immediate

Expiry Date

05 Aug, 26

Salary

0.0

Posted On

07 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Policy Administration, Claims Coordination, Compliance Management, Insurance Quoting, CRM Management, Underwriting Processes, Time Management, Attention To Detail, Communication, Multi-tasking

Industry

Outsourcing and Offshoring Consulting

Description

The Broker’s Assistant is an insurance support professional who partners with brokers to deliver seamless policy administration, claims coordination, and compliance management, ensuring accuracy across all systems and documentation. This role plays a key part in maintaining regulatory standards while driving efficient, high-quality service for clients and internal stakeholders. 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 and broking systems (e.g., Insight, WinBEAT, or similar). 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. 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. Why Join Twoconnect? We offer more than just a job — we offer a supportive and rewarding career experience. Here’s what you can expect from this opportunity: Work from home Monday to Friday 7:00 AM – 4:00 PM PHT (adjustments will be made for daylight saving time) Opportunities to work with leading companies in Australia and beyond Comprehensive HMO and government-mandated benefits Training programmes for career development Engaging company outings, team activities and wellness sessions Supportive, inclusive culture Dedicated managers focused on your growth and success We’re not your typical BPO — we’re a Managed Service Provider (MSP) centered on people and their success. Most of our roles are work from home, on day shift, and offer the chance to work directly with leading clients in Australia, New Zealand, and now the UK as part of their team. We offer a people-first culture where you're valued, not just counted. To learn more about us visit our socials: Website: https://twoconnect.com.au/ Careers: https://apply.workable.com/twoconnect-careers/ LinkedIn: https://linkedin.com/company/twoconnectau Facebook: https://www.facebook.com/2woconnect/ Instagram: https://www.instagram.com/twoconnect_/

Responsibilities

The role involves partnering with brokers to handle policy administration, claims coordination, and compliance management. Key duties include preparing insurance quotes, processing renewals, and maintaining accurate records in CRM systems.