4 POSITIONS TO FILL

Position: Intermediate Role

Work Type: Full-time

Set-up: Hybrid

Schedule: Day Shift

Location: 1880 Building, Eastwood Avenue, Libis, Quezon City

Client: AU Insurance Broker campaign

Qualifications:

· Over 2 years experience in NON-Life insurance industry (ideally in broking but underwriting considered)

· Bachelor of Business or equivalent (administration, commerce, economics, finance)

· Tier 2 in General Insurance

· Tier 1 in Insurance Broking

· Strong system and computer skills including Microsoft Office: o Microsoft Excel o Outlook o 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

· 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

Job Responsibilities:

Processing Support

· Client set-up and filing

· Client maintenance

· Processing (data entry) in WinBEAT/SUNRISE/SVU/OT

o Renewals

o Referrals

o Endorsements

o New Business

o Cancellations

o Premium Funding

· Data Management System:

o New File set-up

o Filing

o Notes

· Track processing status on master renewal spreadsheet

· Monitor works flow via OfficeTech task 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

· Note: No direct contact with end clients

WinBEAT, Sunrise, SVU, OfficeTech experience is a PLUS
Quezon City Metro Manila Philippines

Salary Criteria