Our Virtual Admin Assistant is responsible for providing administrative support to clients remotely, typically from a home office. They perform a variety of tasks, such as managing emails, scheduling appointments, and organising files, and use digital communication tools to collaborate with clients and colleagues.
QUALIFICATIONS
- Excellent Verbal and Written Skills.
- Intermediate to Advanced Computer Skills including Microsoft Office: Outlook, Word, Excel.
- Confident with the use of Web Based Programs.
- Strong Typing skills.
- Ability to understand new systems and programs.
- Strong organisation, problem-solving and multi-tasking abilities.
- Accept instructions and complete tasks in a timely and efficient manner with attention to detail.
- Ability to liaise with other Team Members but work independently.
- Insurance experience would be beneficial.
- Experience with Content Relationship Management Programs is desirable.
DUTIES AND RESPONSIBILITIES
- Arrange Insurance Quotations using a Web Based System.
- Preparation of Client Invoices and Insurance Schedules.
- Preparation of New Business and Renewal Documents.
- Claims Management in CRM (Office Tech)
- Client management in CRM (Office Tech)
- Prepare and arrange Internal Filing System (Creating Files and Client Documents)
- Filing of Documents (paperless) into system.
- Updating and Maintaining Client Details.
- Manage and maintain accurate records of all correspondence and electronic communication with clients with a high attention to detail.
- Maintain clear and concise notes.
