Strata Insurance Account Assistant

Strata Insurance Account Assistant

Diversify Intelligent Staffing Solutions Inc
Metro Manila / NCR
2 - 10 Years
Not Specified

Job Description

To continually investigate ways to improve the profitability of the insurance department.


Quoting Process

  • Request current claims histories from insurers
  • Complete Insurance quotation slips and circulate to relevant insurers
  • Follow up Insurance quotation requests with insurers to ensure responses have been received prior to policy renewal for distribution to Committee.
Letter Preparation

  • Draft insurance offer letters and renewal letters to clients
  • Correspond/liaise with committee to implement renewal with preferred insurer.
  • Ensure relevant Product Disclosure Statements & Financial Services Guide documents are forwarded to clients.
Administration Duties

  • Maintain insurance details on BCMax
  • Maintain insurance renewal register
  • Arrange Certificates of Currency
  • Assist Strata Managers with any queries raised as appropriate
  • At least 2 to 3 years of work experience in any the related field such as insurance broker, insurance agent
  • Knowledge and background in insurance is highly preferable
  • Previous experience in using any insurance software/tools are nice to have but not required
  • High proficiency in using MS Office application is a must
  • Must have keen attention to detail
  • Good command of the English language in both oral and written form
  • Experience working with an onshore/offshore team is highly advantageous but not required

Job Details

Diversify Offshore Staffing Solutions is an Australian owned company, working with small, medium and large businesses in Australia, the US, Canada and New Zealand to provide access to digitally-empowered global workforces in the Philippines.

Our Staff

We recruit only tertiary educated staff in the Philippines who are highly skilled in the areas of administration, finance and accounting, human resource management, IT services, knowledge management and marketing.

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