JOB OVERVIEW

A Virtual Assistant is responsible for providing remote assistance to business management professionals. Their duties include conducting research and organizing data, interacting with customers or clients on their employer’s behalf and performing additional clerical duties like updating calendars or sorting documents.

DUTIES AND RESPONSIBILITIES

• 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
• Arrange Insurance Quotations using online systems
• Invoice clients
• Chasing debtors via email
• Preparation of insurance schedules and policy renewals
• Claims Management in CRM
• Email Management
• Email marketing campaigns
• Website blog creation and social media management

QUALIFICATIONS

• 1-2 years' experience of Virtual Assistant
• With experience handling Australian or Foreign Client
• Detail oriented
• 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.