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    • Job Title: Full-Time Insurance Admin Assistant.
    • Schedule: 40hrs/week, Monday to Friday from 9 AM - 6 PM AEST (inclusive of 1-hour unpaid lunch).
    • View all AgentSync jobs - Work from Home jobs - Administrative Assistant jobs in Work from Home
    • Salary Search: Full-Time Insurance Admin Assistant salaries in Work from Home
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Job Post Details

Full-Time Insurance Admin Assistant - job post

AgentSync
2.0 out of 5 stars
Remote
PHP 68,274 - PHP 74,000 a month

Job details

Pay

  • PHP 68,274 - PHP 74,000 a month

Job type

  • Full-time

Full job description

Job Title: Full-Time Insurance Admin Assistant
Location: Remote
Schedule: 40hrs/week, Monday to Friday from 9 AM - 6 PM AEST (inclusive of 1-hour unpaid lunch)
Rate: ₱ 74,000 Gross + ₱ 7,500 Non-Taxable Allowance (₱ 68,274.95 Net)


Overview:
To provide day-to-day administrative support to the broking team and handle routine, straightforward insurance processing — freeing our brokers and Assistant Account Executives to focus on clients and new business. This is primarily an administration role with hands-on involvement in basic broking tasks. It is not a full broker-assistant position; anything beyond routine processing is escalated to the Assistant Account Executive.


Key Responsibilities:

Administrative support
  • Monitor and triage the broking inbox — action or redirect routine emails and flag priorities.
  • Answer and direct incoming phone calls, and take clear, accurate messages.
  • Maintain client records and file correspondence and documents in Folio (CRM) and Insight.
  • Diarise deadlines, follow up outstanding items and keep the team's workflow moving.
  • Prepare and send routine client correspondence from templates.
Basic insurance processing
  • Produce certificates of currency and other insurance certificates.
  • Lodge claims and keep claims status records up to date.
  • Process basic policy endorsements and amendments.
  • Help gather information and documentation for quotes and renewals.
  • Update policy and client details across our broker system and insurer portals.
Team & quality
  • Follow the processes ("the System") and templates consistently.
  • Carry out all work in line with relevant compliance and client-privacy requirements.
  • Escalate anything outside your knowledge or authority rather than guessing.

Requirements:

Essential
  • Hands-on experience with Insight (broker management system).
  • Prior experience in an insurance broking support or insurance administration role.
  • Excellent written and spoken English, and a professional phone manner.
  • Strong computer literacy — email, word processing and spreadsheets.
  • High attention to detail and accuracy, and well organised under competing deadlines.
  • Reliable availability during Australian Eastern (AEST) business hours.
Desirable
  • Experience with insurer portals (e.g. Sunrise Exchange and insurer-specific portals).
  • Familiarity with Australian general insurance products and terminology.
  • Working towards or holding Tier 2 (General Insurance) compliance.
Personal Attributes
  • Takes ownership and follows through without being chased, and keeps the team informed on work status.
  • Comfortable asking questions and escalating early when unsure, and discreet with confidential client information.

Tools & Platforms:

Must-Have
  • Insight
  • Folio
  • Microsoft Office / Word processing & spreadsheets
  • Email / Outlook or equivalent
Nice-to-Have
  • Sunrise Exchange
  • Insurer-specific portals

Benefits:
  • PH Govt-mandated benefits eligibility
  • PTO
  • HMO
  • 13th-month pay
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