Claims Admin Assistant

This is a remote position.

Client Onboarding

• Booking in claims consultations where we have their email address / phone number in the enquiry.
  
• Draft Client Agreement & Authority (using tool)
  
• Keap Admin
  
• Following up receipt of Agreement etc.
  
• Adding clients to ActionStep upon signing.
  
• Recording new enquiries in the enquiry register.
  
• Recording details of signatures on clients in spreadsheets to understand demographics.
  
• Saving documents for clients with a consistent naming convention and folder structure.
  

Claims

• Maintaining info in ActionStep (e.g. adding suppliers)
  
• Sending Claims welcome pack (post development).
  
• Following up our suppliers for reports
  
• Calling insurers until they get through to the claims handler then passing the call on to one of our staff.
  
• Following up payment
  
• Arranging Hampers to be sent
  
• Email followups for insurers.
  
• Booking onsite assessments with clients/insurers.
  
• Basic claim work (i.e. Putting receipts in a table etc).
  
• Populating Operations Spreadsheet data (very basic Excel)
  
• Summarizing information.
  

Personal Assistant

• BNI admin
  
• Managing our calendars and interacting with people to book meetings.
  
• Booking travel/accommodation
  
• Documenting our workshop whiteboards into power point or word.
  
• Reviewing and approving Facebook join requests.
  
• Office admin including purchasing things (e.g. new starter stuff).
  
• Adding our receipts to Xero
  
• Organizing personal things for you and me when it will save us time to focus on work (e.g. booking appointments etc).
  
• Answer mobile phone calls and directing.
  
• Basic team management ensuring 121 meetings are booked ensuring documents are completed before meetings etc.
  
• Recruitment admin (booking interviews etc).
  

Technology Admin

• Access management (basic)
  

Other

• Engaging with Freelancers to create graphic content with clear instructions.
  

Requirements

The role s minimum skills include:

• At least 4 years experience in Administration;
  
• Experience in legal or insurance background is highly regarded
  
• Intermediate Word and Excel skills;
  
• Excellent oral and written communication skills;
  
• Ability to work under pressure and meet deadlines.
  

Benefits

Here at Access Offshoring we believe in more than finding our clients the right candidate. We believe in the human perspective. We believe in our candidates and their dreams. We believe in finding the right role for you. We are committed to working for you as much as we work for our clients. Access Offshoring is dedicated to supporting business owners and we need your help. Transforming the way businesses operate we connect great businesses with amazing offshore talent. We recognize that we often get more done in our own designed workspace so Access Offshoring offers a complete work from home model. Yep that s right 100% work from home. But wait there s more. Here are just some of our benefits:

• Work from Home Allowance
  
• HMO for you and a dependent from Day 1
  
• 20 Days Annual Leave AND 5 Days Sick Leave
  
• Government Benefits and 13th Month Pay
  
• Computer Equipment
  
• Opportunities for growth
  
• Competitive Salary