Insurance Virtual Assistant
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Job Description
Insurance Virtual Assistant managing client records and communications for hammerjack's clients. Handling document management, pre-renewal coordination, and claims tracking.
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.
Requirements:
- 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.
Benefits:
- Flexibility : Work hybrid (remotely and from one of our inspiring offices) and enjoy a better work-life balance!
- Inspiring Workspaces : Our offices are strategically located and designed to fuel your best work.
- Free Unlimited Barista Coffee and Booze : Enjoy refreshments from our cafe and beverage bar.
- Dynamic Open Spaces : Conducive for productivity and creativity.
- State-of-the-Art Security : Ensuring your safety and peace of mind.
- Game Rooms : Take a break and unwind with our recreational facilities.
- Competitive Compensation : Your talents deserve to be rewarded! We help you negotiate with our clients.
- Professional Growth : Access to ongoing training and development opportunities to help you reach your full potential.
- A Supportive Community : Join a diverse and inclusive team that's dedicated to your success.
- Global Impact : Be part of something bigger and make a difference on a global scale.
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