Risk Adviser (Australian Account)

Unleash Your Talents with Us!

Hi there, our future Risk Adviser! Happy to see YOU here.

Here at Integrated OS, you'll be part of a team of passionate individuals who are committed to delivering exceptional offshoring services. Bringing in an array of skills and talents from different areas of business, from Finance, Human Resources, Information Technology, Customer Service, and Marketing to Sales and Operations.

From humble beginnings, we have built our company from our first team member onwards. Initially, we were lending support to an Australian print manufacturer - The Lamson Group.

Since then, we have continued to uphold our core values and culture and developed a deeper understanding of how people need help to succeed in their goals. And YOU might be a part of this amazing growth as our team keeps growing above all expectations!

What you'll do:

As a Risk Adviser, you will provide proactive risk advice and efficient insurance solutions for MicroSME clients (sole traders & companies to ~20 staff or sub$5m turnover). You will combine advisory conversations with fast, compliant placement of standard packaged products, ensuring client understand their exposures and coverage options while meeting service SLAs.

Key Responsibilities

• Risk Advice & Client Engagement
  • Conduct structured risk conversations to identify exposures and recommend suitable cover within Omnisures product list.
  • Explain policy features, exclusions, and obligations in plain language; document advice and rationale.
• Quoting & Placement
  • Use insurer portals and schemes to deliver quick, competitive quotes; compare terms and explain differences to clients.
  • Manage renewals proactively; remarket when required and document stay vs. move decisions.
• Growth & CrossSell
  • Identify additional risk needs (e.g., Cyber, Management Liability, PI) and recommend solutions.
  • Achieve conversion and retention targets while maintaining compliance.
• Compliance & Recordkeeping
  • Meet AFSL obligations: bestinterest duty, advice documentation, disclosure, DDO/TMD checks.
  • Maintain complete file notes and advice records in CRM/broking system.
• Data & Reporting
  • Keep CRM accurate; produce pipeline and renewal reports; support QA audits.

Successful candidates must have:

• 1-3+ years experience in SME/Micro-SME insurance broking
• RG146 Tier 1 General Insurance Broking (or willingness to complete during onboarding)
• ANZIIF CIP preferred
• Strong communication, advisory, and documentation skills
• Availability to start as soon as possible.

Work Arrangements:

• Schedule: 8:00 AM - 5:00 PM (Philippine Time)
• Work Setup: Remote Set-Up
• Location: Parkway Corporate Center, Alabang, Muntinlupa City

What's in it for YOU?
At Integrated OS, we create career opportunities where you can thrive, grow, and make an impact.

• Competitive Salary & Benefits: Be rewarded for your expertise and dedication.
• Career Growth & Development: Work alongside international clients and gain valuable experience.
• Work-Life Balance: Our innovative activities, open communication channels, and commitment to inclusivity make every day exciting and rewarding!
• Collaborative & Supportive Environment: Be part of a passionate team that values innovation and teamwork.

Your seat awaits! Be part of our thriving team and CLICK APPLY!