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
- Prepare and Arrange an Internal Filing System (Creating Folders/Client Docs)
- Filing of Documents (Paperless) into the Database
- Updating and Maintaining client details for insurance programs
- Prepare client email templates
- Assist to complete the Business Insurance Quote Questionnaire
- Renewal invoice for clients
- Chasing debtors via email
- Preparation of insurance schedules and policy renewals
- Claims Management in CRM
- Taking charge of policy cancellations
- Email Management
- Email marketing campaigns
- Website blog creation and social media management
- Premium Funding Quote and Premium Funding Comparison Table
- LMI Policy Comparison Tools
- Research using Google to find general information like the age of a building, the size of a building, etc.
DUTIES AND RESPONSIBILITIES
- 2-3 years' experience of Virtual Assistant
- With experience handling Australian or Foreign Clients
- Detail oriented
- Prior experience with the Insight software is highly regarded.
- Strong organizational, project management, and problem-solving skills with implacable multi-tasking abilities
- Ability to follow processes and work independently
- Communicate progress and/or report issues
- Insurance experience is required
What We Do
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.
