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We are hiring an Insurance Account Manager

We are a non life insurance agency dedicated to providing solutions to retail, SME and Corporate accounts. We are committed to delivering excellent customer service and building strong relationships with our clients.

We are seeking a dedicated and experienced Account Manager to join our team. The Account Manager will be responsible for managing a portfolio of client accounts, fostering positive relationships, and ensuring client satisfaction while also learning to grow own pipeline and/or client list. This role requires excellent communication skills, a strong understanding of sales and account management principles, and the ability to meet and exceed sales targets.

What You'll Do to Contribute to our Company:

• Develop and maintain strong relationships with key clients and contribute to overall sales performance of the team.
• Understand client needs and customize solutions to meet their requirements
• Act as the main point of contact for client inquiries and issues
• Collaborate with internal teams to ensure high-quality service delivery
• Identify opportunities to upsell or cross-sell additional products/services to clients
• Prepare regular reports on account status and sales projections
• Attend client meetings and presentations

What we are Looking for:

• Proven experience as an Account Manager or relevant role
• Strong communication and negotiation skills
• Ability to multitask and prioritize workload effectively
• Knowledge of CRM software and Microsoft Office Suite
• Bachelor's degree in Business Administration or related field

If you are a results-driven individual with a passion for client relationship management, we would love to hear from you.

Job Types: Full-time, Permanent

Benefits:

• Company events
• On-site parking
• Opportunities for promotion

Work Location: In person

Job Title: Account Manager

Full-time Remote

Job Description:

We are seeking a detail-oriented and organized Account Manager to support our insurance operations. The role involves filling out applications and Acord forms, submitting quotes with underwriters via email, and managing quotes through online portals. The ideal candidate should have strong communication skills, attention to detail, and the ability to work efficiently in a fast-paced environment.

Responsibilities:

• Complete and process insurance applications and Acord forms accurately.
• Submit quote requests to underwriters via email and track responses.
• Obtain quotes from online insurance portals and prepare comparative proposals.
• Communicate with underwriters and clients to ensure timely processing of applications.
• Maintain organized records and documentation of all submissions and quotes.

• Experience in insurance, underwriting support, or account management preferred.

• Proficiency with Acord forms and insurance quoting portals.

• Strong written and verbal communication skills.
• Detail-oriented with excellent organizational skills.

• Tools & Systems:

• NowCerts (Agency Management System)

• Online quoting portals for insurance carriers and wholesalers

Job Title: Account Manager

Full-time Remote

Job Description:

We are seeking a detail-oriented and organized Account Manager to support our insurance operations. The role involves filling out applications and Acord forms, submitting quotes with underwriters via email, and managing quotes through online portals. The ideal candidate should have strong communication skills, attention to detail, and the ability to work efficiently in a fast-paced environment.

Responsibilities:

• Complete and process insurance applications and Acord forms accurately.
• Submit quote requests to underwriters via email and track responses.
• Obtain quotes from online insurance portals and prepare comparative proposals.
• Communicate with underwriters and clients to ensure timely processing of applications.
• Maintain organized records and documentation of all submissions and quotes.

• Experience in insurance, underwriting support, or account management preferred.

• Proficiency with Acord forms and insurance quoting portals.

• Strong written and verbal communication skills.
• Detail-oriented with excellent organizational skills.

• Tools & Systems:

• NowCerts (Agency Management System)

• Online quoting portals for insurance carriers and wholesalers

We are seeking a motivated and detail-oriented Insurance Broker Executive with Tier 1 or Tier 2 certification to support our brokers based in Perth, Australia.

As an Insurance Broker Executive, you will play a vital role in supporting both brokers and clients throughout the entire insurance lifecycle. This includes handling new business, renewals, endorsements, cancellations, and other administrative tasks relevant to your role. You'll be responsible for managing your own portfolio under the supervision of senior brokers, working across both domestic and commercial lines. This hands-on experience offers a strong foundation for career development.

• Provide proactive, client-focused administrative support under the supervision of senior brokers, ensuring high standards of service and accuracy
• Assist brokers in managing policy renewals in accordance with established renewal workflows and pre-renewal procedures
• Accurately process a range of policy transactions—including new business, endorsements, adjustments, cancellations, and invoicing using the Winbeat Insurance Platform
• Develop a strong understanding of the broker's client base and act as the primary point of contact in their absence, maintaining continuity of service
• Ensure full compliance with the regulatory obligations of a Financial Services Provider, including adherence to industry standards and internal policies

• 2–3 years of experience in the Australian insurance industry, preferably with a broker or Authorised Representative
• Tier 1 or Tier 2 certification
• Proficiency in Sunrise, SCTP, and Winbeat systems
• Understanding of premium funding processes
• Advanced skills in Microsoft Office (Outlook, Word, Excel)

• University qualifications with Latin honors such as Cum Laude, Magna Cum Laude, or Summa Cum Laude, or inclusion in the Dean's List, are highly regarded

• Competitive Compensation: above market remuneration for the right candidates
• Comprehensive Benefits: Including healthcare (HMO), public holiday leave, and 13th-month bonus and other bonuses
• Career Development: Potential for overseas travel and on-the-job training in Australia
• Flexible Work Arrangements: Hybrid or work-from-home options available
• Day Shift Hours: 8:30 AM – 5:00 PM (Philippine Time Zone)

Primary purpose of the role:

To support the broker role and, in their absence, ensuring clients receive seamless quality service.

Key responsibilities:

• Provide client and administrative support/back up for aligned broker/s ensuring accuracy of information provided.
• Accurately process policy changes, eg new business, renewals, cancelations, etc.
• Manage Monthly Statement process in accordance with Credit Control procedures.
• Assist broker to manage renewals in accordance with Renewal process procedures.
• Ensure all cancellation notices receive urgent attention and no client policy remains current after the Insurer's cancellation date.
• Understand the Broker's client base and connections and promote yourself as the key contact in their absence.
• Manage own and broker's incoming and outgoing post.
• Have an overview of client claims, provide support and assistance when necessary to ensure the claim progresses satisfactorily.
• Support smooth running of office – i.e. answer phones, assist with administrative/reception tasks and help other staff as required/requested.
• Comply with Company standards, processes, procedures and policies.

Requirements

• Understanding of insurance and insurance related products.
• Knowledge of relevant Acts and legal obligations.
• Minimum 3 years as NZ Broker Assistant
• ANZIIF or IBANZ nice to have
• Computer literate – confident user of MS Office applications (Outlook, Word, Excel, PowerPoint)
• Amenable to work Onsite at least TWICE a week at Eastwood, Quezon City

Benefits

Why IntoGREAT?

• Competitive Compensation Package:
  An attractive salary and comprehensive benefits aligned with market standards.
• Work-Life Balance Support:
  Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.
• Career Growth and Development:
  Opportunities for training and development to help employees advance their skills and grow within the company.
• Supportive Leadership:
  A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles

Ready to Shape the Future?

Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We're eager to see how you can make a difference with us

Purpose of the Role:

Intogreat Solutions
 is seeking a motivated and detail-oriented Broker Assistant to support our specialist insurance team, working across both domestic and commercial lines. This is an exciting opportunity for someone passionate about client service and eager to grow within the insurance industry.

As a 
Insurance Broker Assistant
, you'll play a key role in supporting our brokers and clients through the full insurance lifecycle—from new business and renewals to claims and endorsements. You'll manage your own portfolio of claims, ensure accurate data entry and CRM management, and communicate effectively with insurers to deliver excellent outcomes for clients. This role provides strong potential for career development, including progression into quoting and managing commercial products through structured professional development.

Your commitment to efficiency, accuracy, and collaboration will help uphold our standards of excellence and build long-term client trust.

Primary purpose of the role:

• To support the broker role and, in their absence, ensuring clients receive seamless quality service.

Key responsibilities:

• Provide client and administrative support/back up for aligned broker/s ensuring accuracy of information provided.

• Accurately process policy changes, eg new business, renewals, cancellations, etc.

• Manage Monthly Statement process in accordance with Credit Control procedures.

• Assist broker to manage renewals in accordance with Renewal process procedures.

• Ensure all cancellation notices receive urgent attention and no client policy remains current after the Insurer's cancellation date.

• Understand Broker's client base and connections and promote yourself as the key contact in their absence.

• Manage own and broker's incoming and outgoing post.

• Have an overview of client claims, provide support and assistance when necessary to ensure the claim progresses satisfactorily.

• Support smooth running of office – i.e. answer phones, assist with administrative/reception tasks and help other staff as required/requested.

• Comply with Company standards, processes, procedures and policies.

• Adhere to the obligations required of a Financial Service Provider.

• Administrative support for Insight and SCTP platforms

What We're Looking For:

• At least 2 years AU insurance broking support/assitant experience

• Experience with Insight, OfficeTech and SCTP is a must

• Experience with multiple insurance lines

• Experience working with AU Insurance / Insurer or Broking / Brokerage company

• Excellent English Verbal and Written communication skills

• Proficient with Word & Excel

Benefits

Why IntoGREAT?

• Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.

• Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.

• Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.

• Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles

Ready to Shape the Future?

• Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We're eager to see how you can make a difference with us

Purpose of the Role:

Intogreat Solutions is seeking a motivated and detail-oriented Broker Assistant to support our specialist insurance team, working across both domestic and commercial lines. This is an exciting opportunity for someone passionate about client service and eager to grow within the insurance industry.

As a Insurance Broker Assistant, you'll play a key role in supporting our brokers and clients through the full insurance lifecycle—from new business and renewals to claims and endorsements. You'll manage your own portfolio of claims, ensure accurate data entry and CRM management, and communicate effectively with insurers to deliver excellent outcomes for clients. This role provides strong potential for career development, including progression into quoting and managing commercial products through structured professional development.

Your commitment to efficiency, accuracy, and collaboration will help uphold our standards of excellence and build long-term client trust.

Key Responsibilities:

• Proactively Manage Spreadsheet which lists monthly renewals which are common due dated to the 28th of each month.

• Obtain renewal terms from Insurer Platforms (primarily Insight and Sunrise) using same platforms to remarket, obtaining quotes from other insurers and update Renewal Spreadsheet and Officetech Tasks.

• Contact Insurers to follow up quotations and referrals.

• Update Renewal Letter templates and Schedules of Insurance to present to Advisers, noting previous years terms, mid-term alterations and/or claims history

• Provide comparative quoting based on existing data (claims history, current details) and present to advisers via set templates

• Ensure accuracy of all transactions. Accurately process invoices onto the system within the set company procedures and guidelines

• Save invoices and documentation into Officetech within the set company procedures and guidelines

• Assist with lodgement and follow up of claims

What We're Looking For:

• At least 2 years AU insurance broking support / assistant experience

• Experience with Insight, OfficeTech and SCTP insurance software/s is a must

• Experience with multiple insurance lines

• Experience working with AU Insurance / Insurer or Broking / Brokerage company

• Excellent English Verbal and Written communication skills

• Proficient with Word & Excel

Benefits

Why IntoGREAT?

• Competitive Compensation Package:
  An attractive salary and comprehensive benefits aligned with market standards.
• Work-Life Balance Support:
  Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.
• Career Growth and Development:
  Opportunities for training and development to help employees advance their skills and grow within the company.
• Supportive Leadership:
  A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles

Ready to Shape the Future?

Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We're eager to see how you can make a difference with us

Position Title: Commercial Insurance Broker Assistant

Schedule: Monday – Friday, 9:00 am - 5:30 pm QLD, AU Time or 7:00 AM – 3:30 PM PH Time

Holiday to follow: QLD, AU Holidays

Workdays: Mon - Fri

Work Set-up: Work From Home or office.

Work Details: Full-time

About the Role:

We are seeking a detail-oriented and client-focused Commercial Insurance Broker Assistant to support our Australian client, a reputable insurance brokerage firm. You will play a key role in the back-office and administrative support of insurance brokers, ensuring smooth processing of commercial insurance documentation, policy servicing, and client communication.

Key Responsibilities:

• Assist brokers with the preparation and processing of new business, renewals, and endorsements for commercial insurance policies.
• Liaise with underwriters and insurers to gather quotes, binders, and policy documentation.
• Enter and maintain accurate client and policy data in CRM and insurance systems (using SCTP/SVU and Insight platforms.).
• Review and validate policy schedules, endorsements, and other documents for accuracy and compliance.
• Prepare Certificates of Currency, client summaries, and other required reports.
• Support claims lodgment and follow-up on behalf of clients when needed.
• Ensure timely and professional communication via email or phone with clients, insurers, and internal teams.
• Maintain compliance with relevant Australian insurance industry regulations and internal procedures.
• Perform general administrative duties as required by the brokerage team.

Qualifications & Requirements:

• Minimum 2 years of experience in insurance support, preferably within a BPO setting or Australian insurance market.
• Strong knowledge of commercial insurance products (e.g., public liability, property, professional indemnity, etc.).
• Strong knowledge in claims management and endorsement processing/renewal processing.
• Experience in managing claims, primarily in motor and property claims, with a particular focus on SCTP usage.
• Familiarity with Australian insurance platforms (SCTP/SVU and Insight).
• Excellent written and verbal communication skills in English.
• High attention to detail and accuracy.
• Proficient in Microsoft Office (Word, Excel, Outlook) and CRM systems.
• Ability to work independently and manage multiple tasks under tight deadlines.
• Willingness to work during Australian business hours.

Job Type: Full-time

Pay: Php35, Php50,000.00 per month

Benefits:

• Company Christmas gift
• Company events
• Free parking
• Health insurance
• Work from home

Application Question(s):

• How much would your asking salary package (PHP) be?

Experience:

• commercial insurance (Australia) support: 2 years (Required)
• SCTP/SVU and Insight: 2 years (Required)

Work Location: Remote

Primary purpose of the role:

To support the broker role and, in their absence, ensuring clients receive seamless quality service.

Key responsibilities:

• Provide client and administrative support/back up for aligned broker/s ensuring accuracy of information provided.
• Accurately process policy changes, eg new business, renewals, cancelations, etc.
• Manage Monthly Statement process in accordance with Credit Control procedures.
• Assist broker to manage renewals in accordance with Renewal process procedures.
• Ensure all cancellation notices receive urgent attention and no client policy remains current after the Insurer's cancellation date.
• Understand the Broker's client base and connections and promote yourself as the key contact in their absence.
• Manage own and broker's incoming and outgoing post.
• Have an overview of client claims, provide support and assistance when necessary to ensure the claim progresses satisfactorily.
• Support smooth running of office – i.e. answer phones, assist with administrative/reception tasks and help other staff as required/requested.
• Comply with Company standards, processes, procedures and policies.

• Understanding of insurance and insurance related products.
• Knowledge of relevant Acts and legal obligations.
• Minimum 3 years relevant industry experience or qualifications (ANZIIF or IBANZ).
• Computer literate – confident user of MS Office applications (Outlook, Word, Excel, PowerPoint)
• Amenable to work Onsite at least TWICE a week at Eastwood, Quezon City

Why IntoGREAT?

• Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.

• Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.

• Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.

• Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles

Ready to Shape the Future?

Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We're eager to see how you can make a difference with us