Our Virtual Assistants are remote professionals who provide administrative, clerical, and organizational support to individuals or businesses from a remote location. They effectively manage tasks such as scheduling appointments, handling emails, conducting research, managing databases, and performing various administrative duties to enhance productivity and efficiency for their clients.
QUALIFICATIONS
- Detail oriented
- Strong organisational, 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.
DUTIES AND RESPONSIBILITIES
- Prepare and Arrange Internal Filing System. (Creating Folders/Client Docs)
- Filing of Documents (Paperless) into Database.
- Updating and Maintaining client details.
- Prepare client letter templates
- Arrange Insurance Quotations using online systems
- Preparation of insurance schedules and policy renewals
- Claims Management in CRM
- Email Management
- Email marketing campaigns
