Virtual Assistant

3 days ago

Makati City, National Capital Region, Philippines hammerjack Full time ₱900,000 - ₱1,200,000 per year

DUTIES AND RESPONSIBILITIES

  • Internal Filing System: Maintain and update client records; organize digital files for easy retrieval and compliance.
  • Document Management: Save invoices and related documents into the Document Management System in accordance with company protocols.
  • Email Management: Manage incoming and outgoing communications to ensure timely responses and proper documentation.
  • Pre-Renewal Coordination: Allocate renewal tasks and issue pre-renewal templates, emails, and schedules.
  • Renewal Processing: Obtain renewal terms highlighting changes and claims history.
  • Quoting: Source comparative quotes using current client data and claim history.
  • Debtor Management: Retrieve debtor reports and send statement reminders.
  • Claims Tracking: Monitor and manage claims within the CRM system, ensuring accurate and up-to-date records.

QUALIFICATIONS

  • At least 2-3 years of AU Insurance experience
  • Experience in using INSIGHT, WinBEAT, Office tech or any related platforms.
  • 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.

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