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AP - Commercial Insurance Broker Support | AU/NZ (Remote)

Open 16d

Note: This is for active pooling purposes only. Submitting your application does not guarantee employment. Your details will be kept on file and considered for future opportunities as they become available.

We are seeking a dedicated and detail-oriented Commercial Insurance Broker Support professional to join our team at D2B. In this remote role, you will be responsible for managing policy processing, renewals, endorsements, and new business submissions across AU/NZ commercial clients, while providing key support to Brokers and Account Managers.With a strong focus on accuracy and timely delivery, you will assist in preparing quotes, submissions, and insurer presentations, as well as reviewing policy documentation to ensure coverage aligns with client needs. You will play a vital role in maintaining smooth communication between brokers, insurers, and other stakeholders, helping ensure high-quality service and efficient placement outcomes.

Position: Commercial Insurance Broker Support

Salary: PHP 50,000 - PHP 70,000/month

Working Hours & Conditions: AU/NZ business hours; Mondays to Fridays, 6:00AM to 3:00PM PH Time; full-time (remote)

Holidays: TBD


Responsibilities:

  • Manage policy renewals, endorsements, and new business processing with accuracy and efficiency
  • Prepare quotes, submissions, and insurer market presentations
  • Review policy wordings and identify coverage gaps, inconsistencies, or risks
  • Issue certificates of currency and other client documentation
  • Maintain accurate and up-to-date records within broker management systems (e.g., Applied Epic, Insight, WinBEAT)
  • Liaise with Australian brokers and insurers to support placement and ongoing servicing
  • Assist with the day-to-day management of commercial client portfolios

Requirements

Qualifications:

        • Minimum of 3+ years’ experience in insurance broking or underwriting support
        • Direct exposure to the Australian/New Zealand insurance market is essential
        • Strong experience across:
          • Commercial Lines (including packages / ISR)
          • Professional Indemnity (PI)
          • Management Liability / Directors & Officers (D&O)
          • Cyber Insurance
        • Solid understanding of policy structures, coverage triggers, and exclusions
        • Hands-on experience with broker management systems such as Applied Epic, Insight, WinBEAT, or similar
      • Skills & Attributes
        • Exceptional attention to detail, with a strong understanding of the financial impact of policy errors
        • Ability to manage multiple renewals, deadlines, and competing priorities
        • Strong written and verbal communication skills aligned with Australian clients and insurers
        • Comfortable working with complex policy documentation in a fast-paced environment

Benefits

Benefits

  • Competitive salary based on experience and skill set
  • 100% remote role — work from home anywhere in the Philippines
  • Paid local holidays aligned with the Australian business calendar
  • Opportunities for training and professional growth
  • Work directly with a supportive Australian team — no agency middleman
  • Long-term engagement with a stable and growing business
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What this application asks

workable

First name, Last name, Email, Phone, Resume

  • High school diploma or equivalent; Associate’s degree in accounting, finance, or related field preferred. yes / no
  • Do you have hands-on experience in insurance broking support or underwriting within the Australian or New Zealand market, particularly across commercial lines (e.g., PI, Management Liability, Cyber)? yes / no
  • Which company did you work for where you supported Australian or New Zealand insurance brokers, particularly across commercial lines (e.g., Professional Indemnity, Management Liability, Cyber)? written answer
  • How many years of experience do you have in insurance broking support or underwriting, particularly within the Australian or New Zealand market and across commercial lines?
  • Which mortgage broking platforms are you proficient in using (e.g., Applied Epic, Insight, WinBEAT, MyCRM, Apply Online, Mercury, Infynity, Quickli, Salestrekker, Podium, Flex, Trail)?
  • Can you please briefly describe your hands-on experience with Applied Epic, Insight, WinBEAT, MyCRM, Apply Online, Mercury, Infynity, Quickli, Salestrekker, Podium, Flex, or Trail? written answer
  • Which of the following commercial insurance lines do you have hands-on experience with: Commercial Packages / ISR, Professional Indemnity (PI), Management Liability / Directors & Officers (D&O), and Cyber Insurance? written answer
  • Do you have strong understanding of AU/NZ policy structures, coverage triggers, and exclusions? yes / no
  • Are you a Filipino citizen currently residing in the Philippines? yes / no
  • Do you understand and agree that this job posting is part of a talent pool and does not guarantee an immediate offer of employment? By applying, you acknowledge that your details will be considered for future opportunities as they become available. yes / no
  • What is your expected monthly salary? written answer
  • If successful, when are you available to start this role? written answer

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