Duties and Responsibilities
- Prepare and Arrange Internal Filing System (Creating Folders/Client Docs).
- Filing of Documents (Paperless) into the Database.
- Updating and Maintaining client details.
- Prepare client letter templates.
- Assist in the preparation of Insurance Quotations using online systems.
- Preparation of insurance schedules and policy renewals.
- Claims Management in CRM.
- Management of email inquiries and inbox.
- Assistance in preparation of marketing materials.
- Minor call management.
Qualifications
- Detail oriented.
- 2-4 years of experience in virtual assistance.
- Canva experience is an advantage.
- General insurance experience would be beneficial.
- Strong organisational, project management, and problem-solving skills with implacable multi-tasking abilities.
- Ability to follow process and work independently.
- Tech savvy and keen to learn new software and processes.
- Communicate progress and/or report issues.
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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.
