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Virtual Assistant (COV0001) at hammerjack

extra holidays - extra parental leave
Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Detail oriented individual, 2-4 years of experience in virtual assistance, General insurance experience is advantageous, Strong organizational and problem-solving skills.

Key responsabilities:

  • Processing Insurance Policies for renewal
  • Managing general emails inbox and filing
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hammerjack Scaleup http://hammerjack.com.au
501 - 1000 Employees
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Job description

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.

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