Hybrid Virtual Assistant, AU Insurance

Posted 21 hours ago

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About the role

  • Virtual Assistant supporting AU Insurance operations for hammerjack. Managing client records and communications in a hybrid work environment.

Responsibilities

  • Maintain and update client records; organize digital files for easy retrieval and compliance.
  • Save invoices and related documents into the Document Management System in accordance with company protocols.
  • Manage incoming and outgoing communications to ensure timely responses and proper documentation.
  • Allocate renewal tasks and issue pre-renewal templates, emails, and schedules.
  • Obtain renewal terms highlighting changes and claims history.
  • Source comparative quotes using current client data and claim history.
  • Retrieve debtor reports and send statement reminders.
  • 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 WinBEAT, SunRise, Marketplace, Javlin or any related platforms.
  • Strong organisational, project management and problem-solving skills with impeccable multi tasking abilities.
  • Ability to follow processes 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.

Job title

Virtual Assistant, AU Insurance

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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