hammerjack

Virtual Assistant

hammerjack

full-time

Posted on:

Location Type: Hybrid

Location: Makati City • Philippines

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About the role

  • Manage client inquiries, emails, and follow-ups, ensuring timely and professional responses.
  • Assist in preparing insurance documents, policy renewals, quotations, and claims documentation.
  • Maintain accurate client records and databases.
  • Conduct research and provide insights on client accounts, renewal schedules, and upcoming deadlines.
  • Schedule appointments, meetings, and reminders to support brokers and clients effectively.
  • Monitor client touchpoints and suggest improvements in communication and customer experience.
  • Provide day-to-day administrative support to insurance brokers, advisors, and teams.
  • Prepare and Arrange Internal Filing System. (Creating Folders/Client Docs).
  • Filing of Documents (Paperless) into Database.
  • Updating and maintaining client details.
  • Assist in preparing insurance documents, policy renewals, quotations, and claims documentation.
  • Prepare client letter templates.
  • Arrange Insurance Quotations using online systems.
  • Preparation of insurance schedules and policy renewals.
  • Schedule appointments, meetings, and reminders to support brokers and clients effectively.
  • Monitor client touchpoints and suggest improvements in communication and customer experience.
  • Claims Management in CRM.
  • Email and inbox management
  • Email marketing campaigns as needed
  • Ad hoc tasks

Requirements

  • Bachelor's Degree in Business Administration or related field
  • Prior experience as a Virtual Assistant, preferably supporting insurance, financial services, or professional services.
  • A strong understanding of insurance processes (policy issuance, renewals, claims handling) is an advantage.
  • Excellent communication skills, both written and verbal, with the ability to engage professionally with Australian clients.
  • Close attention to detail, confidentiality, and organizational skills.
  • Proficiency in tools and platforms such as:
  • o CRM & Insurance Management: Insight, Salesforce, HubSpot, AdviserLogic, or other industry-specific CRMs
  • o Communication & Collaboration: Microsoft Outlook, Teams, Slack, Zoom
  • o Productivity & Task Management: Asana, Trello, Monday.com
  • o Document Management: Google Workspace, Microsoft Office, DocuSign
  • o Analytics & Reporting: Power BI, Google Data Studio, or CRM dashboards
  • Ability to work independently, manage multiple priorities, and meet deadlines.
  • Strong organisational, project management, and problem-solving skills with implacable multi-tasking abilities.
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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
insurance processespolicy issuancerenewalsclaims handlingdocument managementemail marketingCRM managementdata analysisreportingclient record maintenance
Soft Skills
communication skillsattention to detailorganizational skillsconfidentialityproblem-solving skillsproject managementmulti-tasking abilitiesindependencetime managementclient engagement
Certifications
Bachelor's Degree in Business Administration