Virtual Assistant (Iss0001)

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 DatabaseUpdating and Maintaining client details for insurance programsPrepare client email templatesAssist to complete the Business Insurance Quote QuestionnaireRenewal invoice for clientsChasing debtors via emailPreparation of insurance schedules and policy renewalsClaims Management in CRMTaking charge of policy cancellationsEmail ManagementEmail marketing campaignsWebsite blog creation and social media managementPremium Funding Quote and Premium Funding Comparison TableLMI Policy Comparison ToolsResearch 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 AssistantWith experience handling Australian or Foreign ClientsDetail orientedPrior experience with the Insight software is highly regarded.Strong organizational, project management, and problem-solving skills with implacable multi-tasking abilitiesAbility to follow processes and work independentlyCommunicate progress and/or report issuesInsurance experience is required.