Agreements Administrator

Summary

Join ConnectOS, a top-rated Philippines employer and a Great Place to Work-certified company, and contribute to a leading aggregator group in Australia and New Zealand. This role offers a competitive salary (P25,000-38,000 monthly) and a Monday-Friday schedule (6 AM - 3 PM PHT). You will manage broker documentation, facilitate sales processes, maintain data integrity in CRM systems, and collaborate with various teams. Enjoy benefits like work-from-home options, comprehensive medical coverage, paid leave, and career growth opportunities. The ideal candidate possesses strong customer service, communication, and document management skills.

Requirements

• Experience in document management and electronic signing systems
• Strong customer service focus - dealing with both internal and external customers
• Strong interpersonal skills, ability to communicate well at all levels of the organisation

Responsibilities

• Accurately prepare Broker related documentation including but not limited to, new Broker Agreements, Deeds of Variation, Deeds of Termination & Release, Loan Writer Appointment letters
• Manage and facilitate the Sale of Trail process
• Facilitate and prepare required documentation for Brokers changing their entities and transferring within the network
• Support the state teams and the broker network to maintain the Referral register
• Manage and respond to daily emails received through shared team mailboxes
• Work with the Risk and Compliance Team to ensure compliance of all brokers for the purpose of being able to receive their commission, by ensuring personal indemnity insurance, ABN / GST and ACNs are maintained and current
• Maintain the data integrity of agreements related information within our customer relationship management system
• Manage the data maintenance in our customer relationship management, payment and accounting systems
• Work with the Onboarding Team to ensure fast and efficient broker onboarding
• Support the National Commissions Manager with agreement specifics and historic setups
• Collaborate with the Onboarding and Agreements Manager to continually look for ways to improve and develop the agreements process to ensure we are following the best practice, and to drive these changes within the business

Preferred Qualifications

• Positive “can do” attitude and a willingness to contribute to ensure the team’s success
• High attention to detail
• Integrity and dependability with a strong sense of urgency and results-orientation
• High level of written and verbal communication

Benefits

• WFH
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Regular Company Events, Work Life Balance, and Career growth opportunities