Virtual Assistant

hammerjack

Virtual Assistant supporting Australian clients with administrative tasks like filing and claims management. Requires 2-4 years of experience and insurance industry knowledge.

Posted 5/23/2026full-time🇵🇭 PhilippinesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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 inboxes.
Assistance in the preparation of marketing materials.
Minor call management.

Requirements

What you’ll need

2-4 years of proven experience in virtual assistance.
Insurance industry work experience is needed.
Insight and/or WinBEAT working experience is a must.
Strong organizational, 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.
Communicative with progress and/or report issues.

Benefits

Comp & perks

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 8th 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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

document managementinsurance quotations preparationclaims managementclient detail maintenancetemplate preparation

Soft Skills

organizational skillsproject managementproblem-solving skillsmulti-tasking abilitiesindependence