Business Insurance - Processing Support

We are seeking motivated individuals to join our team as Processing Support Staff, responsible for managing a range of administrative tasks related to insurance processing. This role involves assisting with the processing and management of insurance policies, maintaining accuracy, efficiency, and compliance in all tasks.

The ideal candidates will have prior Australian insurance industry experience, be proficient in Winbeat software, and demonstrate strong attention to detail in document and data processing. You will work closely with Account Managers and other tea ---------- mbers to ensure smooth operations and deliver high-quality support to clients.

Responsibilities

Document Preparation and Management

Prepare pre-renewal emails and documents using standard templates for timely and accurate communication.

Chase and compile claims histories for existing clients to support the renewal process.

Report Creation

Generate new business and renewal reports once insurer terms are finalised by Account Managers.

Ensure all reports are accurate, compliant, and formatted to company standards.

Invoicing and Policy Management

Complete invoicing and policy closure tasks in Winbeat for all bound policies.

Maintain compliance with Australian insurance standards and internal procedures.

Requirements

Experience with Winbeat: Proven experience using Winbeat software for insurance processing and document management.

Australian Industry Experience: Previous experience working within the Australian insurance sector is mandatory.

Industry Knowledge: Solid understanding of business insurance policies, terms, and processes.

Attention to Detail: High level of accuracy and efficiency in managing data and documents.

Communication Skills: Strong written and verbal communication skills for liaising with clients and internal teams.

Organisational Skills: Excellent time management and ability to prioritise workloads effectively.

Desirable

Experience handling complex insurance documentation and compliance requirements.

Familiarity with other insurance-related systems or CRM software.

Software Proficiency

Winbeat: Advanced proficiency in insurance processing and invoicing.

Microsoft Office Suite: Proficient in Word, Excel, and Outlook for reporting and communication.

Education

Qualification in Business Administration, Finance, or a related field.

Additional certification in insurance or risk management preferred.

Personal Attributes

Strong interpersonal skills and the ability to work collaboratively across teams.

Proactive, reliable, and adaptable in a fast-paced environment.

Committed to accuracy, continuous improvement, and professional integrity.

Time Zone: Australian Business Hours

Applicant Location: Must be located in the Philippines


Employee Benefits

Paid Leave

13th Month Pay

SSS

Philhealth

Pag-Ibig

BIR

HMO