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Virtual Assistant (ISS0001)

Posted 17 days agoViewed

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πŸ’Ž Seniority level: Middle, 2-3 years

πŸ“ Location: Philippines

πŸ” Industry: Insurance

🏒 Company: hammerjack

⏳ Experience: 2-3 years

πŸͺ„ Skills: Project ManagementAttention to detailOrganizational skillsResearchCRMData management

Requirements:
  • 2-3 years' experience as a Virtual Assistant.
  • Experience handling Australian or foreign clients.
  • Detail-oriented with strong organizational skills.
  • Prior experience with Insight software is highly regarded.
  • Strong project management and problem-solving abilities.
  • Ability to follow processes and work independently.
  • Communicate progress and/or report issues.
  • Insurance experience is required.
Responsibilities:
  • Prepare and arrange an internal filing system.
  • File documents into the database.
  • Update and maintain client details for insurance programs.
  • Prepare client email templates and assist with business insurance quotes.
  • Manage renewal invoices and chase debtors via email.
  • Handle claims management in CRM and policy cancellations.
  • Conduct email management and oversee marketing campaigns.
  • Create website blogs and manage social media.
  • Research general information using Google.
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