Our Virtual Assistants are remote professionals who provide administrative, clerical, and support services to businesses or individuals from a remote location. They leverage technology and communication tools to manage tasks such as scheduling, email management, data entry, and research, helping to streamline operations and improve productivity for their clients.
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
- 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.