Virtual Assistant - AU Insurance (PSC0001)

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.