Our Virtual Assistant, provides comprehensive administrative support to enhance organizational efficiency, managing tasks from scheduling appointments to handling correspondence.
DUTIES AND RESPONSIBILITIES
- Online cloud-based digital filing
- Templated email creation
- Invoicing
- Sales funnel data management
- Debtors follow up via email
- Checking insurer documents against our system
- Claims management in CRM
- Quoting insurance via online platforms
- Managing insurance via online platforms
- Social media content creation
- Blog creation
- Email marketing campaigns
- Email management
- Streamlining all systems and fine-tuning workflow to be more effective
QUALIFICATIONS
- Detail oriented
- Strong organizational, project management, and problem-solving skills with implacable multi-tasking abilities
- Ability to follow process and work independently
- Communicate progress and/or report issues.
- Insurance experience would be beneficial.
