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.