Insurance Virtual Assistant
3 days ago
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.
Job Type: Full-time
Benefits:
- Company events
- Free parking
- Health insurance
- Life insurance
- On-site parking
- Staff meals provided
Work Location: In person
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