Virtual Assistant - Remote

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.

In Short

• Prepare and Arrange an Internal Filing System.
• Filing of Documents 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 and marketing campaigns.
• Website blog creation and social media management.

Requirements

• 1-2 years' experience as a Virtual Assistant.
• Experience handling Australian or Foreign Clients.
• Detail oriented.
• Strong organizational, project management and problem-solving skills.
• Ability to follow processes and work independently.
• Communicate progress and/or report issues.
• Insurance experience is required.

Benefits

• Remote work flexibility.
• Opportunity to work with diverse clients.
• Development of organizational and project management skills.
• Exposure to insurance industry practices.