Insurance Renewals & Broker Support Specialist

About the Position

We are seeking a detail-oriented Insurance Broker Support & Renewals Administrator for a remote role in the Philippines, managing commercial insurance renewals.

Responsibilities

• Manage the end-to-end commercial insurance renewal process, ensuring all renewals are completed accurately and on time.
• Monitor policy expiry dates and proactively manage the renewals pipeline to prevent lapses in coverage.
• Contact clients to obtain renewal declarations and follow up until all required information is received.
• Prepare renewal documentation and submit renewal applications to underwriters.
• Obtain alternative terms and remarket policies where instructed by the broker.
• Prepare renewal offers and supporting documentation for broker review and approval prior to binding.
• Liaise closely with the Account Manager/Broker throughout the renewal process, escalating complex or high-risk cases and seeking guidance when required.
• Assist with broker support activities during quieter renewal periods, including preparing quotes, submitting applications to underwriters, and issuing cover confirmation emails.
• Process policy endorsements, maintain accurate client records, and ensure all documentation is updated within the broking platform and CRM.
• Maintain accurate policy, client, and pipeline records while ensuring compliance with Australian insurance industry standards and internal procedures.

Requirements

• Previous experience in Australian commercial insurance broking, with a strong focus on policy renewals.
• Hands-on experience using the Winbeat broking platform.
• Proficiency with HubSpot CRM, including managing deals, pipelines, notes, tasks, and client records.
• Strong understanding of the commercial insurance policy lifecycle, including quotations, binding, endorsements, renewals, and policy administration.
• Working knowledge of commercial insurance products, including liability, business packs, commercial motor, plant and equipment, professional indemnity, and management liability.
• Excellent written and verbal English communication skills.
• Exceptional attention to detail with a high level of accuracy in policy documentation, record keeping, and compliance.
• Ability to manage a portfolio of renewals independently while meeting deadlines and maintaining service standards.
• Strong organizational and time management skills with the ability to prioritize competing tasks.
• Confident communicator who collaborates effectively with brokers, underwriters, and clients, escalating issues appropriately rather than making assumptions.

Nice to Have

• Tier 1 or Tier 2 Insurance qualification, or an equivalent understanding of RG146 requirements.
• Experience with premium funding processes.
• Previous experience working for an Australian insurance brokerage.
• Exposure to insurance claims administration or claims support.
• Self-motivated, proactive, and capable of working independently while maintaining a high standard of accuracy and compliance.

Work Arrangement & Expectations

• This is a remote role set up as an independent contractor engagement.
• Successful candidates will be expected to disclose any existing ongoing roles or client work.
• Successful candidates will be expected to reflect this engagement on their LinkedIn profile (clearly marked as "Independent Contractor").

We Offer

• Flexible working hours aligned with Australian business hours (approx. 9 AM – 5 PM, Monday to Friday).
• Opportunity to work independently with a high degree of autonomy.
• Potential for professional growth and career advancement.

About the Company

Our client is a Queensland-based commercial insurance brokerage that partners with small and medium-sized Australian businesses to deliver tailored insurance and risk management solutions. As a Corporate Authorised Representative of a leading insurance group, they specialise in arranging and managing commercial insurance across liability, property, motor, plant, professional indemnity, and management liability.