Live opening · Posted 9 days ago
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Company Description Intogreat Solutions is a premium offshoring and consulting company serving global markets, focused on helping organizations increase efficiency and remain competitive. Founded by professionals who understand the challenges of offshoring, the company specializes in making remote solutions straightforward and effective for clients. Intogreat emphasizes a balanced approach across people, process, and technology, using proven project methodologies to deliver quality outcomes. By partnering closely with clients and leveraging hands-on experience, Intogreat designs and implements tailored solutions that support business growth and transformation.
Role Description This is a full-time, work-from-home Insurance Broker Assistant role supporting Australian-based insurance operations, with a 30K sign-on bonus. The Insurance Broker Assistant will help brokers manage client portfolios, prepare and process insurance quotes, proposals, and policy documentation, and ensure accurate data entry in insurance and finance systems. Daily tasks include responding to client and broker inquiries, coordinating with insurers for policy updates or claims information, and assisting with renewals, endorsements, and coverage comparisons. The role also involves supporting retirement planning and other insurance-related services, maintaining compliance with relevant policies and procedures, and delivering consistent, high-quality customer service in a remote environment.
Qualifications
Strong understanding of Insurance Brokerage and Insurance products, with the ability to assist in policy administration and documentation.
Foundational knowledge of Finance and related processes to support premium calculations, billing, and reporting.
Demonstrated Customer Service skills, including clear communication, problem-solving, and client support in a remote setting.
Awareness of Retirement Planning concepts and the ability to assist with related insurance and financial documentation.
Proficiency with digital tools and office software (e.g., CRM systems, spreadsheets, and document management platforms).
Excellent written and verbal communication skills in English, with strong attention to detail and accuracy.
Ability to work independently, manage time effectively, and meet deadlines in a work-from-home environment.
Previous experience in insurance, financial services, or a related administrative role is highly advantageous.
Relevant education in business, finance, insurance, or a related field is preferred but not strictly required.
Work arrangement
No
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