Virtual Assistant (AMC0001) - AVS

Posted 6 Days Ago
Be an Early Applicant
2 Locations
1-3 Years Experience
Financial Services
The Role
Tasks include preparing and arranging internal filing systems, filing documents into a database, updating client details, preparing client letter templates, arranging insurance quotations, managing claims in CRM, handling email management and marketing campaigns.
Summary Generated by Built In

Duties and Responsibilities

  • Prepare and Arrange Internal Filing System. (Creating Folders/Client Docs)
  • Filing of Documents (Paperless) into Database.
  • Updating and Maintaining client details.
  • Prepare client letter templates
  • Arrange Insurance Quotations using online systems
  • Preparation of insurance schedules and policy renewals
  • Claims Management in CRM
  • Email Management
  • Email marketing campaigns

Qualifications

  • Detail oriented
  • Strong organisational, project management and problem-solving skills with implacable multi-tasking abilities
  • Ability to follow process and work independently
  • Communicate progress and/or report issues.
  • Insurance experience would be beneficial.
The Company
Sydney, New South Wales
275 Employees
On-site Workplace
Year Founded: 2016

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.

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