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.
Qualifications
- 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.
