Virtual Assistant supporting Australian Commercial Insurance by managing client records, documentation, and coordinating communication. Requires insurance experience and proficiency in relevant software tools.
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 with options across Makati and Pampanga, aligned to day shift roles with Australian clients.
Workspaces that Work: Modern offices designed for focus, collaboration, and real productivity.
Coffee and After-Hours Drinks: Barista coffee on demand and a café bar to unwind after work.
Meals Covered: Complimentary meals once a week on your onsite day.
Health Coverage from Day One: Includes dependent options, so you’re covered from the start.
Competitive Compensation: Transparent salary packages with direct client involvement.
Career Growth: Ongoing training and real opportunities to step into bigger roles.
Recognised Workplace: Part of a team ranked 8 th Best Workplace in the Philippines and recognised among Fortune Best Workplaces in Southeast Asia.
Supportive Team Environment: Work with people who are easy to work with, reliable, and invested in doing good work.
Global Exposure: Work directly with international clients and be part of how teams scale globally.
Job title
Virtual Assistant, Australian Commercial Insurance
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