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Insurance Broker Admin Assistant

MicroSourcing

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0-2 Years
15 days ago
39 Viewed
1 Applied

Job Description

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 Office Tech task system.
. Completion of Time Sheets via Brokers preferred 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
. Ensuring that PSC high standards of service are always
maintained.
. Providing support to the Directors to ensure that the goals
and objectives of the brokerage are attained.
. Respecting confidentiality
. Managing and fulfilling office administration duties as
required
. Meetings via Brokers preferred platform as required
. Note: No direct contact with end clients
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Founded in 2006, we pioneered a new way of offshoring. This model involves setting up an overseas division of your company and getting a local specialist to handle facilities, IT, labor laws, recruitment and HR, while you retain control over quality and productivity. Today, we&#8217&#x3B;re still one of the largest and most experienced offshoring providers in the Philippines, with 400+ active clients and 6,000+ employees. We operate within purpose-built, class-A facilities that are strategically located for access to Manila&#8217&#x3B;s most talented people. We&#8217&#x3B;re backed by our Australian parent company, Probe and we&#8217&#x3B;re ISO certified.

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Last Updated: 18-09-2024 08:10:05 PM
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