Insurance Broker Admin Assistant
Insurance Broker Admin Assistant
Posted on :
22-07-2025
Employer Active
1 Vacancy
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Monthly Salary
35000 - 40000
Vacancy
1 Vacancy
Posted on :
22-07-2025
Job Description
Position Title: Insurance Broker Admin Assistant
Work Set-up: Onsite or Hybrid
Salary: Php 35000.00 Php 40000.00
Schedule: 7:00 AM 4:00 PM PHT
As an Insurance Broker Admin Assistant: You will play a pivotal role in supporting Account Brokers by providing efficient and proactive administrative assistance. You will handle policy-related activities from pre-renewal to post-renewal contribute to the accuracy of quotations and documentation. This role requires precision initiative and a customer-first approach aligning with the companys values of transparency integrity and advocacy. You will be part of a collaborative and agile team contributing to their mission of empowering clients and delivering exceptional insurance solutions.
JOB DESCRIPTION FOR A INSURANCE BROKER ADMIN ASSISTANT
Responsibilities as Insurance Broker Admin Assistant:
Provide daily administrative support to Account Brokers.
Assist in pre-renewal renewal and post-renewal insurance policy processes.
Draft prepare lodge and invoice insurance policies accurately and efficiently.
Issue renewal invites and ensure timely client follow-up and payment tracking.
Manage and update client records and interactions in WinBEAT and HubSpot CRM
systems.
Support the claims process by liaising between clients insurers and internal teams.
Ensure compliance with company policies and procedures delivering services in an honest and ethical manner.
Contribute to reporting compliance documentation and support operational workflows.
Qualifications as a Insurance Broker Admin Assistant:
Bachelors Degree in any field.
Tier 1 Insurance Broking qualification is preferred but not essential.
Minimum of 1 year insurance administration or brokerage support experience highly preferred.
Hands-on experience using WinBEAT and HubSpot is highly desirable.
Strong attention to detail and organizational skills.
Excellent verbal and written communication skills.
Proficiency in Microsoft Word Excel Outlook and general computer skills.
Ability to prioritize tasks meet tight deadlines and manage multiple tasks efficiently.
Analytical adaptable and a proactive team player with a client-first attitude.
Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System) Boomering provides a fun rewarding and stimulating environment where work-life balance meets a commitment to foster growth.
Genuinely caring Leadership Team
Competitive salary package
Company-provided full set-up for desktop/laptop with a back-up internet
Free pre-employment Medical Assessment (T&C apply)
HMO on the first day of hire
15 Vacation Leaves and 5 Sick Leaves
Annual Performance Reviews
Unlimited Employee Referral Incentives
Employee Loan Facilities
Social Clubs and Interest Workshops
Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
Statutory Benefits: Maternity Paternity and Solo Parent Leaves Magna Carta for Women Retirement Benefits OT and Premium Pays
About Boomering:
Boomering is an ISO-certified leading BPO company in Clark Freeport Zone Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service Transparency Excellence and Partnership) are the framers of our continuing success.
Providing equal opportunities and collaborative culture of excellence Boomering is not just your average BPO. We are here to make a difference.
Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.
Website:
Career Portal: and LinkedIn: Boomering Inc.; Boomering Careers
Work Set-up: Onsite or Hybrid
Salary: Php 35000.00 Php 40000.00
Schedule: 7:00 AM 4:00 PM PHT
As an Insurance Broker Admin Assistant: You will play a pivotal role in supporting Account Brokers by providing efficient and proactive administrative assistance. You will handle policy-related activities from pre-renewal to post-renewal contribute to the accuracy of quotations and documentation. This role requires precision initiative and a customer-first approach aligning with the companys values of transparency integrity and advocacy. You will be part of a collaborative and agile team contributing to their mission of empowering clients and delivering exceptional insurance solutions.
JOB DESCRIPTION FOR A INSURANCE BROKER ADMIN ASSISTANT
Responsibilities as Insurance Broker Admin Assistant:
Provide daily administrative support to Account Brokers.
Assist in pre-renewal renewal and post-renewal insurance policy processes.
Draft prepare lodge and invoice insurance policies accurately and efficiently.
Issue renewal invites and ensure timely client follow-up and payment tracking.
Manage and update client records and interactions in WinBEAT and HubSpot CRM
systems.
Support the claims process by liaising between clients insurers and internal teams.
Ensure compliance with company policies and procedures delivering services in an honest and ethical manner.
Contribute to reporting compliance documentation and support operational workflows.
Qualifications as a Insurance Broker Admin Assistant:
Bachelors Degree in any field.
Tier 1 Insurance Broking qualification is preferred but not essential.
Minimum of 1 year insurance administration or brokerage support experience highly preferred.
Hands-on experience using WinBEAT and HubSpot is highly desirable.
Strong attention to detail and organizational skills.
Excellent verbal and written communication skills.
Proficiency in Microsoft Word Excel Outlook and general computer skills.
Ability to prioritize tasks meet tight deadlines and manage multiple tasks efficiently.
Analytical adaptable and a proactive team player with a client-first attitude.
Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System) Boomering provides a fun rewarding and stimulating environment where work-life balance meets a commitment to foster growth.
Genuinely caring Leadership Team
Competitive salary package
Company-provided full set-up for desktop/laptop with a back-up internet
Free pre-employment Medical Assessment (T&C apply)
HMO on the first day of hire
15 Vacation Leaves and 5 Sick Leaves
Annual Performance Reviews
Unlimited Employee Referral Incentives
Employee Loan Facilities
Social Clubs and Interest Workshops
Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
Statutory Benefits: Maternity Paternity and Solo Parent Leaves Magna Carta for Women Retirement Benefits OT and Premium Pays
About Boomering:
Boomering is an ISO-certified leading BPO company in Clark Freeport Zone Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service Transparency Excellence and Partnership) are the framers of our continuing success.
Providing equal opportunities and collaborative culture of excellence Boomering is not just your average BPO. We are here to make a difference.
Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.
Website:
Career Portal: and LinkedIn: Boomering Inc.; Boomering Careers
Employment Type
Full Time
Key Skills
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