I am a specialist Insurance Virtual Assistant with over 4 years of experience as a Non-life Insurance Agent in the Philippines — managing motor and motorcycle insurance portfolios, coordinating claims with adjusters, tracking documents, and sending renewal reminders.
I now focus exclusively on supporting small-to-mid-sized insurance brokerages in Australia, helping them stay on top of:
CLAIMS TRACKING
- Logging and monitoring every active claim
- Following up adjusters and insurers on pending matters
- Updating clients on claim status via professional email
- Tracking document submissions and outstanding requirements
RENEWAL MANAGEMENT
- 90/60/30-day renewal reminder sequences
- Collecting wages declarations for Workers Compensation
- Monitoring Professional Indemnity expiry — never allowing a lapse
- Managing policy pipeline in a colour-coded Google Sheets tracker
<8efe80624d780eba0c6493ec45140364>EMAIL SUPPORT
- Claim acknowledgements, document requests, status updates
- Written in Australian English using your brokerage letterhead
- Professional, AFSL-appropriate tone throughout
DATA CLEAN-UP
- Turning messy spreadsheets into clean, structured trackers
- Adding dropdowns, conditional formatting, and auto-formulas
- One-time tidy-ups or ongoing maintenance
TOOLS: Google Sheets, Google Drive, Gmail/Outlook
I am willing to learn your preferred broker management system (WinBEAT, Insight, SCOOP) on the job.
I understand Australian insurance terminology: AFSL, PDS, COC, claims-made basis, retroactive dates, Certificates of Capacity, RTW plans, wage declarations.
Available AU business hours. Strong written English. Portfolio available on request.
Rate: 11.33 AUD/hr | Open to project-based work
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