Seeking a proactive Virtual Assistant to provide administrative support remotely. Responsibilities include managing emails, scheduling appointments, and performing various tasks to help optimize workflow.
Duties and Responsibilities:
- Prepare and Arrange Internal Filing System. (Creating Folders/Client Docs)
- Filing of Documents (Paperless) into Database.
- Updating and Maintaining client details.
- Prepare and e-mail client letter templates
- Arrange Insurance Quotations using online systems
- Preparation of insurance schedules and policy renewals
- Processing policy changes in online systems and e-mailing details to client
- Claims Management in CRM
- Email Management
- Email marketing campaigns
Qualifications:
- Detail oriented
- Strong organisational, project management and problem-solving skills with impeccable multi-tasking abilities
- Ability to follow process and work independently
- Communicate progress and/or report issues.
- Insurance experience would be beneficial.
