A Virtual Assistant is responsible for providing remote assistance to business management professionals.
DUTIES AND RESPONSIBILITIES
- Prepare and Arrange an Internal Filing System. (Creating Folders/Client Docs)
- Filing of Documents (Paperless) into the Database
- Updating and Maintaining client details for insurance programs
- Prepare client email templates
- Arrange Insurance Quotations using online systems
- Invoice clients
- Chasing debtors via email
- Preparation of insurance schedules and policy renewals
- Claims Management in CRM
- Email Management
- Email marketing campaigns
- Website blog creation and social media management
QUALIFICATIONS
- 1-2 years’ experience of Virtual Assistant
- With experience handling Australian or Foreign Client
- Detail oriented
- Strong organizational, project management and problem-solving skills with implacable multi-tasking abilities
- Ability to follow processes and work independently
- Communicate progress and/or report issues
- Insurance experience is required.
