[Hiring] Insurance Broker Assistant @Twoconnect

Role Description

The Broker’s Assistant is an insurance support professional who partners with brokers to deliver seamless policy administration, claims coordination, and compliance management, ensuring accuracy across all systems and documentation. This role plays a key part in maintaining regulatory standards while driving efficient, high-quality service for clients and internal stakeholders.

• Assist brokers in preparing insurance quotes and processing new business, renewals, and endorsements.
• Manage and organise all policy documentation, compliance records, and client correspondence.
• Coordinate with insurers and underwriters to lodge and follow up on insurance claims.
• Maintain accurate and up-to-date records within CRM and broking systems (e.g., Insight, WinBEAT, or similar).
• Ensure all workflows, documentation, and audit trails align with industry and company standards.
• Monitor compliance-related tasks to ensure adherence to regulatory requirements.
• Support continuous process improvement initiatives to enhance efficiency and service delivery.
• Provide responsive and professional support to both internal teams and clients.
• Other role specific duties as they arise.

Qualifications

• Bachelor’s degree in Business, Finance, Insurance, or a related field.
• Minimum 2+ years of experience as a broker’s assistant is essential.
• Working knowledge of the full range of business insurance products, underwriting processes, and industry platforms.
• Experience working with Australian insurance compliance standards and broking systems.
• Excellent organisational, time management, and multi-tasking abilities.
• Exceptional attention to detail, ensuring absolute accuracy in all data handling, documentation, and compliance records.
• Proactive communicator with the ability to work autonomously and as part of a collaborative team.
• A growth mindset with a focus on continuous improvement and operational efficiency.
• Tier 2 Insurance Broking qualification or willingness to obtain it is preferred.

Benefits

• Work from home
• Monday to Friday 7:00 AM – 4:00 PM PHT (adjustments will be made for daylight saving time)
• Opportunities to work with leading companies in Australia and beyond
• Comprehensive HMO and government-mandated benefits
• Training programmes for career development
• Engaging company outings, team activities and wellness sessions
• Supportive, inclusive culture
• Dedicated managers focused on your growth and success