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.

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