Offer summary

Qualifications:

Bachelor's Degree in any field is required., Minimum of 1 year insurance administration or brokerage support experience is preferred., Strong attention to detail and excellent communication skills are essential., Proficiency in Microsoft Office and experience with WinBEAT and HubSpot is highly desirable..

Key responsibilities:

Provide daily administrative support to Account Brokers and assist in insurance policy processes.

Draft, prepare, and manage insurance policies, ensuring accuracy and efficiency.

Issue renewal invites and track client follow-ups and payments.

Support the claims process and ensure compliance with company policies.

Job description

Position Title: Insurance Broker Admin Assistant
Work Set-up: Work from Home
Salary: Php 35,000.00 – Php 40,000.00
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 company's 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:
• Bachelor's 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: www.boomering.ph
Career Portal: https://boomering.zohorecruit.com/jobs/Careers
Facebook and LinkedIn: Boomering Inc.; Boomering Careers
Salary: Php 35,000.00 – Php 40,000.00