Our Virtual Assistant, provides comprehensive administrative support to enhance organizational efficiency, managing tasks from scheduling appointments to handling correspondence. This role demands strong communication skills, attention to detail, and the ability to adapt to various tasks to facilitate seamless remote assistance.
DUTIES AND RESPONSIBILITIES
- Online cloud-based digital filing
- Templated email creation
- 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
- 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.