Our Virtual Assistants provide 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.
• 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.
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