Underwriting Assistant - onsite based. With Hubspot experience

Role overview

We are looking for an experienced Underwriting Assistant to support our underwriting team with accurate, timely administration across new business, renewals and policy changes. You will work closely with Australian client, gain exposure to Professional Indemnity and commercial insurance, and build a long-term career in the Australian insurance market.

Key responsibilities

• Process new business submissions, renewals, endorsements and cancellations in line with underwriting guidelines and service standards.
• Review proposal forms, broker submissions and supporting documents for completeness and accuracy, and follow up on missing information.
• Prepare quotes, policy documents, certificates of currency and renewal packs for underwriter review.
• Maintain accurate records in underwriting and CRM systems, including enquiry and request logs in HubSpot.
• Support underwriters with risk information gathering, data entry, reporting and workflow tracking.
• Respond professionally to internal and broker enquiries by email and, where required, by phone.
• Identify process gaps and suggest practical improvements to accuracy and turnaround times.

Required qualifications

• Bachelor's degree in Business, Finance, Management or a related field.
• Minimum 1 to 2 years of experience in the insurance industry, ideally in underwriting support or policy administration.
• Excellent written and spoken English, with the confidence to work with Australian stakeholders.
• Strong attention to detail and a high standard of accuracy with documents and data.
• A stable employment history.

Preferred qualifications

• Exposure to Professional Indemnity insurance or other commercial liability lines.
• Experience supporting Australian or other Western insurance markets.
• Experience in underwriting administration within an insurer, underwriting agency, broker or insurance BPO.

Technical skills

• Proficiency in Microsoft Word, Outlook and Excel (filters, lookups and basic reporting).
• Accurate, efficient data entry and document management.
• Working knowledge of the policy lifecycle and core insurance terminology.

Systems exposure

• HubSpot or similar CRM: highly desirable.
• Five Sigma: advantageous but not required.
• Full training on client’s systems will be provided.

Key success factors

• Consistently accurate, well-documented work with minimal rework.
• Learns new processes and software quickly and works independently once trained.
• Positive, proactive and enthusiastic approach to the role.
• Clear, professional communication with underwriters and brokers.

Work arrangement

• Full-time, Monday to Friday, aligned to Sydney business hours.
• 7:00 AM Manila start during Australian daylight saving time.
• Office-based in Fairview, Quezon City. Onsite during the probationary period, with a hybrid work arrangement available upon regularization.

Why join YML

• We believe great people create great results—and we take care of our team:
• Work directly with an Australian insurance team and build specialist knowledge in Professional Indemnity insurance.
• A stable, long-term role with room to grow as the offshore team expands.
• Friendly, supportive, and collaborative work environment
• HMO coverage with 1 dependent starting Month 1
• Vacation & sick leave (with conversion options)
• Retirement benefits
• Performance bonuses & recognition programs
• Free breakfast and rice available daily
• A culture that genuinely supports work-life balance

About YML Group

YML Group is a global financial services organization specializing in accounting, finance, financial planning, super solutions, innovation, and business advisory. With over 100 professionals across Australia, the Philippines, and China, we are known for our expertise, integrity, and people-first culture.

Pay: Php30,000.00 - Php35,000.00 per month

Benefits:

• Health insurance
• Life insurance
• Opportunities for promotion
• Promotion to permanent employee

Ability to commute/relocate:

• Quezon City: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have an exposure to Professional Indemnity insurance or other commercial liability lines?
• Hands on experience in HubSpot or similar CRM?

Education:

• Bachelor's (Preferred)

Willingness to travel:

• 100% (Preferred)

Work Location: In person