商业保险经纪人支持 | 澳大利亚/新西兰
AP - Commercial Insurance Broker Support | AU/NZ
注意：此职位仅用于积极招聘目的。提交申请并不保证获得雇佣。您的信息将被存档，并在有合适机会时考虑。
我们正在寻找一位专注且注重细节的商业保险经纪人支持专业人员加入D2B团队。在此远程职位中，您将负责管理澳大利亚/新西兰商业客户的保单处理、续保、批改和新业务提交，同时为经纪人和客户经理提供关键支持。以准确性和及时交付为重点，您将协助准备报价、提交材料和保险公司演示，以及审查保单文件以确保保障符合客户需求。您将在经纪人、保险公司和其他利益相关者之间保持顺畅的沟通，帮助确保高质量的服务和高效的承保结果。
职位：商业保险经纪人支持
薪资：50,000 - 70,000 PHP/月
工作时间与条件：澳大利亚/新西兰办公时间；周一至周五，上午6:00至下午3:00（菲律宾时间）；全职（远程）
假期：待定
职责：
- 准确高效地处理保单续保、批改和新业务
- 准备报价、提交材料和保险公司市场演示
- 审查保单条款并识别保障缺口、不一致或风险
- 签发保险证明和其他客户文件
- 在经纪人管理系统（如Applied Epic、Insight、WinBEAT）中维护准确和最新的记录
- 与澳大利亚经纪人和保险公司联系以支持承保和持续服务
- 协助日常管理商业客户组合
要求
资格：
- 至少3年以上保险经纪或承保支持经验
- 必须直接接触过澳大利亚/新西兰保险市场
- 在以下领域有丰富经验：
- 商业险（包括综合险/ISR）
- 职业责任险（PI）
- 管理责任/董事及高级职员责任险（D&O）
- 网络保险
- 对保单结构、保障触发条件和免责条款有深入了解
- 具有使用经纪人管理系统（如Applied Epic、Insight、WinBEAT或类似系统）的实际经验
- 技能与素质
- 极强的细节关注能力，理解保单错误对财务的影响
- 能够处理多个任务
查看英文原文
Note: This is for active pooling purposes only. Submitting your application does not guarantee employment. Your details will be kept on file and considered for future opportunities as they become available.
We are seeking a dedicated and detail-oriented Commercial Insurance Broker Support professional to join our team at D2B. In this remote role, you will be responsible for managing policy processing, renewals, endorsements, and new business submissions across AU/NZ commercial clients, while providing key support to Brokers and Account Managers.With a strong focus on accuracy and timely delivery, you will assist in preparing quotes, submissions, and insurer presentations, as well as reviewing policy documentation to ensure coverage aligns with client needs. You will play a vital role in maintaining smooth communication between brokers, insurers, and other stakeholders, helping ensure high-quality service and efficient placement outcomes.
Position: Commercial Insurance Broker Support
Salary: PHP 50,000 - PHP 70,000/month
Working Hours & Conditions: AU/NZ business hours; Mondays to Fridays, 6:00AM to 3:00PM PH Time; full-time (remote)
Holidays: TBD
Responsibilities:
- Manage policy renewals, endorsements, and new business processing with accuracy and efficiency
- Prepare quotes, submissions, and insurer market presentations
- Review policy wordings and identify coverage gaps, inconsistencies, or risks
- Issue certificates of currency and other client documentation
- Maintain accurate and up-to-date records within broker management systems (e.g., Applied Epic, Insight, WinBEAT)
- Liaise with Australian brokers and insurers to support placement and ongoing servicing
- Assist with the day-to-day management of commercial client portfolios
Requirements
Qualifications:
- Minimum of 3+ years’ experience in insurance broking or underwriting support
- Direct exposure to the Australian/New Zealand insurance market is essential
- Strong experience across:
- Commercial Lines (including packages / ISR)
- Professional Indemnity (PI)
- Management Liability / Directors & Officers (D&O)
- Cyber Insurance
- Solid understanding of policy structures, coverage triggers, and exclusions
- Hands-on experience with broker management systems such as Applied Epic, Insight, WinBEAT, or similar
- Skills & Attributes
- Exceptional attention to detail, with a strong understanding of the financial impact of policy errors
- Ability to manage multiple renewals, deadlines, and competing priorities
- Strong written and verbal communication skills aligned with Australian clients and insurers
- Comfortable working with complex policy documentation in a fast-paced environment
Benefits
Benefits
- Competitive salary based on experience and skill set
- 100% remote role — work from home anywhere in the Philippines
- Paid local holidays aligned with the Australian business calendar
- Opportunities for training and professional growth
- Work directly with a supportive Australian team — no agency middleman
- Long-term engagement with a stable and growing business
Originally posted on Himalayas