Virtual Assistant (Domestic Insurance)

About the role

We are looking for a Virtual Assistant specialized in domestic insurance to support our Australian clients from our Philippines office. The role combines administrative, document‑management and claims coordination tasks, ensuring smooth renewal and billing processes.

Key responsibilities

• Maintain and update client records and digital filing systems.
• Save invoices and related documents in the Document Management System.
• Handle incoming and outgoing email communications.
• Coordinate pre‑renewal activities, issue templates and schedules.
• Process renewals, capture term changes and claims history.
• Source comparative insurance quotes using client data.
• Prepare debtor statements and send reminders.
• Track and update claims in the CRM system.

Required profile

• 2‑3 years of experience in Australian insurance.
• Proficiency with INSIGHT, WinBEAT or similar insurance platforms.
• Strong organisational and project‑management abilities.
• Ability to follow defined processes and work independently.
• Effective communication of progress and issues.

Required skills

• INSIGHT
• WinBEAT
• Microsoft Office

What we offer

• Hybrid work in Makati or Pampanga with day‑shift alignment to Australian clients.
• Modern office environment with coffee, café bar and weekly complimentary meals.
• Health coverage from day one, including dependent options.
• Transparent salary package and clear career‑growth pathways.
• Recognition as part of a top‑ranked workplace in the Philippines and Southeast Asia.