Broking Assistant (NQI0002) at hammerjack

Remote: 
Hybrid
Contract: 
Work from: 
Makati City (PH)

hammerjack logo
hammerjack Scaleup http://hammerjack.com.au
501 - 1000 Employees
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Job description

Duties and Responsibilities:

  • Prepare and Arrange Internal Filing System. (Creating Folders/Client Docs)
  • Filing of Documents (Paperless) into Database.
  • Updating and Maintaining client details.
  • Prepare client letter templates
  • Arrange Insurance Quotations using online systems
  • Preparation of insurance schedules and policy renewals
  • Claims Management in CRM
  • Email Management
  • Email marketing campaigns

Qualifications:

  • Detail oriented.
  • 2 years of working experience in AU Insurance.
  • Hands-on experience with WinBeat and OfficeTech will be beneficial.
  • Strong organisational, project management and problem-solving skills with impeccable multi-tasking abilities.
  • Ability to follow process and work independently.
  • Communicate progress and/or report issues.
  • Insurance experience would be beneficial.

Required profile

Experience

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