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.
Skills Required
- 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
- Ability to follow process and work independently
- Communicate progress and/or report issues
What We Do
Outsource Solutions For Business hammerjack is an Australian & Philippine owned and operated offshore outsourcing services provider. Headquartered in Sydney with multiple operating offices in Makati, Manila, and Pampanga, Philippines. We specialise in providing dedicated, high performing teams and outsourced services to the global small and midsize business market. Our solutions deliver quality and consistent outcomes and are helping businesses to focus on their core competencies, reduce operating costs and deliver more value to their customers. hammerjack has been a major player in developing the new Knowledge Process Outsourcing (KPO) industry in the Philippines servicing the Australian, U.S.A and U.K markets. Over the last 7 years we have sourced trained and developed top talent focussed on the Finance, Accounting, Bookkeeping, IT and Virtual Assistant services space. Our knowledge and experience in implementing the latest technologies and systems to support the best people has led to continued success for our clients and their remote teams, all while placing information and cyber security at the forefront. Our operating model was born in the enterprise services space and has been specifically developed to cater for the small, midsize market. This experience and collaborative customer approach set business up for success, no matter where they are on their journey. We offer an enterprise level approach to continuous improvement, high performance & quality, and world class customer experience. Our ability to deliver this level of service across multiple lines of business and industry verticals is a product of our investment in people, technology and the governance that sits behind it all.
