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

1. Prepare and arrange an internal filing system (creating folders/client docs)
2. Filing of documents (paperless) into the database
3. Updating and maintaining client details for insurance programs
4. Prepare client email templates
5. Assist in completing the Business Insurance Quote Questionnaire
6. Renewal invoice for clients
7. Chasing debtors via email
8. Preparation of insurance schedules and policy renewals
9. Claims management in CRM
10. Taking charge of policy cancellations
11. Email management
12. Email marketing campaigns
13. Website blog creation and social media management
14. Premium funding quote and premium funding comparison table
15. LMI policy comparison tools
16. Research using Google to find general information like the age of a building, the size of a building, etc.

1. 2-3 years' experience as a Virtual Assistant
2. Experience handling Australian or foreign clients
3. Detail-oriented
4. Prior experience with the Insight software is highly regarded
5. Strong organizational, project management, and problem-solving skills with impeccable multi-tasking abilities
6. Ability to follow processes and work independently
7. Communicate progress and/or report issues
8. Insurance experience is required