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Virtual Assistants (ISS0001)

A Virtual Assistant provides remote support to business professionals, handling tasks like research, data organization, customer interaction, and clerical duties such as calendar management and document sorting.

QUALIFICATIONS

  • Prepare and Arrange an Internal Filing System (Creating Folders/Client Docs)
  • Filing of Documents (Paperless) into the Database
  • Updating and Maintaining client details for insurance programs
  • Prepare client email templates
  • Assist to complete the Business Insurance Quote Questionnaire
  • Renewal invoice for clients
  • Chasing debtors via email
  • Preparation of insurance schedules and policy renewals
  • Claims Management in CRM
  • Taking charge of policy cancellations
  • Email Management
  • Email marketing campaigns
  • Website blog creation and social media management
  • Premium Funding Quote and Premium Funding Comparison Table
  • LMI Policy Comparison Tools
  • Research using Google to find general information like the age of a building, the size of a building, etc.

DUTIES AND RESPONSIBILITIES

  • 2-3 years’ experience of Virtual Assistant
  • With experience handling Australian or Foreign Clients
  • Detail oriented
  • Prior experience with the Insight software is highly regarded.
  • Strong organizational, project management, and problem-solving skills with implacable multi-tasking abilities
  • Ability to follow processes and work independently
  • Communicate progress and/or report issues
  • Insurance experience is required.