Hybrid Virtual Assistant, Australian Commercial Insurance

Posted 2 hours ago

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About the role

  • 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

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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