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Virtual Assistant (COV0001) at hammerjack

78% Flex
EXTRA HOLIDAYS - EXTRA PARENTAL LEAVE
Remote: 
Full Remote
Experience: 
Mid-level (2-5 years)
Work from: 
Philippines

Offer summary

Qualifications:

Detail oriented individual, 2-4 years of experience in virtual assistance, Strong organizational, project management, and problem-solving skills, Ability to follow process and work independently, Tech savvy and keen to learn new software and processes.

Key responsabilities:

  • Processing Insurance Policies for renewal and related tasks
  • Client folder creation and information updating
  • Sending out email notifications to clients and insurers
  • Managing emails and data filing effectively
  • Assisting with queries and phone call reception
hammerjack logo
hammerjack Scaleup https://hammerjack.com.au
501 - 1000 Employees
About hammerjack
Outsource Solutions For Business hammerjack is an Australian & Philippine owned and operated offshore outsourcing services provider. Headquartered in Sydney with multiple operating offices in Makati, Manila, and Pampanga, Philippines. We specialise in providing dedicated, high performing teams and outsourced services to the global small and midsize business market. Our solutions deliver quality and consistent outcomes and are helping businesses to focus on their core competencies, reduce operating costs and deliver more value to their customers. hammerjack has been a major player in developing the new Knowledge Process Outsourcing (KPO) industry in the Philippines servicing the Australian, U.S.A and U.K markets. Over the last 7 years we have sourced trained and developed top talent focussed on the Finance, Accounting, Bookkeeping, IT and Virtual Assistant services space. Our knowledge and experience in implementing the latest technologies and systems to support the best people has led to continued success for our clients and their remote teams, all while placing information and cyber security at the forefront. Our operating model was born in the enterprise services space and has been specifically developed to cater for the small, midsize market. This experience and collaborative customer approach set business up for success, no matter where they are on their journey. We offer an enterprise level approach to continuous improvement, high performance & quality, and world class customer experience. Our ability to deliver this level of service across multiple lines of business and industry verticals is a product of our investment in people, technology and the governance that sits behind it all.
See more hammerjack offers

Job description

Logo Jobgether

Your missions

Duties and Responsibilities:

  • Processing Insurance Policies for renewal
  • Create client folder on a needs basis including setting up Letter of Engagements, etc.
  • Update necessary information in Insight
  • Add necessary documents needed by AR (policy schedule, draft letter, draft email)
  • Renew policies accordingly
  • Process quotation upon request
  • Sending closings to Insurer
  • Sending out PRE-Renewal email notifications/requirements to clients and remind them of their incoming policy renewal dates
  • Sending out Follow up emails to clients for Professional Indemnity Policy Renewal requirements
  • Monthly Risk Report
  • General emails inbox management
  • Filing New Business folder
  • Apply correct charges, fees & discounts for electronic policy renewals
  • Approving Premium Funding for Policies
  • Processing Policy Cancellations/Laps Requests
  • File Review Monitoring through Excel
  • Sending Out Pre-Renewal Emails/Letters/Correspondence
  • Monitoring complete status of the whole Policy List
  • Sending out follow up emails to clients for Professional Indemnity Policy Renewal requirements
  • Sending out Certificate of Currencies (COC) to clients once their policy payments has reflected in Insight
  • Database Filing
  • Uploading the Policy Claim email communications from our Outlook general inbox to each policy in Insight/Sharepoint
  • Actioning Premium Funding Welcome Letters & Updating Insight and sending to account manager
  • Debtors report/sending payment reminders to clients / assisting with queries
  • Phone call reception - accepting phone calls as they arrive "first port of call" and either distributing them to KB or DP or taking note and attending to request

Qualifications:

  • Detail oriented individual
  • 2-4 years of experience in virtual assistance.
  • General insurance experience is very advantageous.
  • Strong organisational, project management, and problem-solving skills with implacable multi-tasking abilities.
  • Ability to follow process and work independently.
  • Tech savvy and keen to learn new software and processes.
  • Communicative with progress and/or report issues.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

ExcelMedical Insurance KnowledgeProject PlanningMagento

Soft Skills

  • Problem Solving
  • Detail-Oriented
  • Organizational Skills
  • Multitasking
  • Effective Communication
  • Independent Work Ethic
Are you interested?

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