Virtual Assistant (avs0004 - tas)Hammerjack

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.
hammerjack

Makati City, Metro Manila Angeles City, Pampanga
Permanent
Full-time