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Adviser Support

Job Description

Owns the client journey for new insurance policies from referral intake, onboarding, and quoting through to application filing, medical underwriting follow-ups, and policy issuance.

Job Title

  • Adviser Support

Work Schedule
  • Day Shift
Job Qualifications/Requirements
  • Proven general admin, customer service, or case/client management experience.
  • High detail orientation (accurate recording of policy details, trustees, and forms).
  • Excellent written/verbal English for phone and email follow-ups with clients and insurers.
  • Strong CRM habits and ability to manage multiple active cases simultaneously. Nice-to-have: Background in local financial services, banking, superannuation, or insurance.
Job Responsibilities
  • Process incoming referrals, onboard new clients, and book adviser appointments.
  • Prepare background info, action adviser instructions, and request/send quotes. Prepare/submit new insurance applications and set up SMSF direct debits. Liaise with insurers and medical portals to actively chase and clear outstanding underwriting requirements.
  • Reconcile new business commissions and hand off clean files to Administration Support once in force.

To Apply, please create your profile at air.wrkpod.com for your application as this is part of the new application process, and click this link for the job details: here

All successful applicants will be stationed in our office at DUMAGUETE CITY.

Good luck and God Bless!