Insurance Broker Assistant

Role Overview

• 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.

Requirements

• Bachelor’s degree in Business, Finance, Insurance, or a related field.
• Minimum 5+ years of experience in a broker assistant or insurance administration role.
• Strong knowledge of general insurance products, underwriting processes, and industry platforms.
• Familiarity with Australian insurance compliance standards and broking systems.
• Excellent organisational, time management, and multi-tasking abilities.
• High attention to detail and accuracy in data handling and documentation.
• Proactive communicator with the ability to work independently 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 preferred.

Benefits

Why Join Twoconnect?

We offer more than just a job — we offer a supportive and rewarding career experience. Here’s what you can expect from this opportunity:

• 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

We’re not your typical BPO — we’re a Managed Service Provider (MSP) centered on people and their success. Most of our roles are work from home, on day shift, and offer the chance to work directly with leading clients in Australia, New Zealand, and now the UK as part of their team.** We offer a people-first culture where you're valued, not just counted. **To learn more about us visit our socials:

Website: https://twoconnect.com.au/

Careers: https://apply.workable.com/twoconnect-careers/

LinkedIn: https://linkedin.com/company/twoconnectau

Facebook: https://www.facebook.com/2woconnect/

Instagram: https://www.instagram.com/twoconnect_/