As a Virtual Assistant, you will be a trusted advisor and expected to support multiple senior managers and executives, proactively and effectively within the business.
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 inboxes.
- Assistance in the preparation of marketing materials.
- Minor call management.
QUALIFICATIONS
- 2-4 years of proven experience in virtual assistance.
- AU insurance industry work experience is needed.
- Insight (software platform) work experience is a must.
- Strong organisational, project management, and problem-solving skills with implacable multitasking abilities.
- Ability to follow process and work independently.
- Tech savvy and keen to learn new software and processes.
- Communicative with progress and/or report issues.
