Virtual Assistant (COS0001)

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 the Database.
  • Updating and Maintaining client details.
  • Prepare client letter templates.
  • Assist in the preparation of Insurance Quotations using online systems.
  • Preparation of insurance schedules and policy renewals.
  • Claims Management in CRM.
  • Management of email inquiries and inbox.
  • Assistance in preparation of marketing materials.
  • Minor call management.


  • Detail oriented.
  • 2-4 years of experience in virtual assistance.
  • General insurance experience would be preferred.
  • Strong organisational, project management, and problem-solving skills with implacable multi-tasking abilities.
  • Ability to follow process and work independently.
  • Tech savvy and keen to learn new software and processes.
  • Communicate progress and/or report issues.