Virtual Assistant - AU Insurance (PSC0001) at hammerjack

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Detail oriented with strong organizational skills., Experience with WinBeat and OfficeTech is advantageous., Project management and problem-solving skills are essential., Insurance experience is beneficial..

Key responsibilities:

  • Prepare and arrange internal filing systems and client documents.
  • File documents into a paperless database and maintain client details.
  • Prepare client letter templates and arrange insurance quotations.
  • Manage claims in CRM and handle email management and marketing campaigns.

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hammerjack Scaleup http://hammerjack.com.au
501 - 1000 Employees
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Job description

Duties and Responsibilities:

  • Prepare and Arrange Internal Filing System. (Creating Folders/Client Docs)
  • Filing of Documents (Paperless) into Database.
  • Updating and Maintaining client details.
  • Prepare client letter templates
  • Arrange Insurance Quotations using online systems
  • Preparation of insurance schedules and policy renewals
  • Claims Management in CRM
  • Email Management
  • Email marketing campaigns

Qualifications:

  • Detail oriented.
  • Previous experience with WinBeat and OfficeTech is advantageous.
  • Strong organisational, project management and problem-solving skills with impeccable multi-tasking abilities.
  • Ability to follow process and work independently.
  • Communicate progress and/or report issues.
  • Insurance experience would be beneficial.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Organizational Skills
  • Problem Solving
  • Multitasking
  • Detail Oriented
  • Communication

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