AgentSync
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
AgentSync
