Performing a wide range of administration tasks, a Virtual Insurance Assistant provides the needed day-to-day support in the processing of various insurance-related matters ensuring all the needed documents are complete (i.e claims, applications, new business, renewals, quotes for home/vehicle coverages, collects background information and assessments of risks, sends renewal notices, policy schedule and cover, invoice clients for insurance needs, manage and maintain client files, store documents, etc.
Equipped with hands- on experience in supporting Insurance Brokers, our highly experienced Virtual Insurance Assistants’ goal is to reduce the burden and time consuming Admin work by ‘making life easy’. Some of the tasks that we can do are:
– Process and data entry into CRM software new business, renewals, cancellation and endorsements
– Create quotations for Home and Vehicle coverages
– Do research and collect background information and assessment of risk
– Negotiate and discuss terms, if needed, with brokers and clients
– Assist in determining premiums for new policies and rerating of policies for renewals
– Send renewal notices, policy schedule and policy cover
– Liaise with insurance brokers and customers
– Escalate issue or raise risk to insurance broker for resolution required
– Receive, record and process incoming insurance claims
– Assist in settlement of claims and ensure timely issuance of disbursements
– Identify suspicious or potentially fraudulent claims, alert and organise
– Investigation and provide brief, if needed
To find out more how you can start to reap the benefits of having your own highly skilled Virtual Assistant who match your specific needs, call us now on 1300 737 883