Virtual Assistant

2 weeks ago


Philippines Hammerjack Pty. Ltd. Philippine Branch Office Full time
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.

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