Broking Assistant
Keeps the policy book moving so your brokers can spend their time with clients.
What they handle
- Process policy endorsements
- Generate new business quotes
- Maintain client CRM records


Keeps the policy book moving so your brokers can spend their time with clients.
For the technical side of broking, where the work needs a certified pair of hands.
Takes a claim from coverage check to paid, and keeps your clients updated along the way.
Keeps insurance accounts reconciled and premiums collected on time.
Keeps client money accounted for, with a clean ledger and up-to-date trust records.
What would your team cost?See the offshore cost of each role in our salary calculator. Role not listed? We can build it.
Calculate my team costWe start with where your team is stretched, then build a plan around your budget, timeline, and the roles that would give you the most room.
Our in-house recruiters source degree-qualified, experienced professionals, screened and tested for skill and long-term cultural fit with your brokers.
A dedicated Customer Success Manager and People & Culture partner look after the relationship on both sides, so your team stays engaged and aligned.
We handle the employment, HR, IT, and compliance infrastructure. You keep control of the work, and get back capacity to grow.
Certified secure workspaces
Retention keeps knowledge in-house
Best Workplaces in SE Asia
Replacement guarantee
Certified secure workspaces
Retention keeps knowledge in-house
Best Workplaces in SE Asia
Replacement guarantee
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