Insurance Planning & Renewal Support Specialist

Virtual Assistant Team; Time; On-site; NOK 400,000 - 600,000; Full time

Job summary

Virtual Assistant Team is seeking a full-time Insurance Assistant based in Norway, Rogaland. This role requires a highly organized individual skilled in Office 365 to manage insurance renewal and assist the Financial Adviser efficiently.

The role demands strong communication with insurance providers and the ability to maintain detailed records and workflows. A suitable candidate will thrive in a team environment and contribute to enhancing client experiences.

Qualifications

• Proficiency in Office 365 apps like Word, Excel, and Outlook.
• Experience in triaging and delegating emails.
• Ability to manage and maintain documentation effectively.

Responsibilities

• Conduct daily huddle meetings with the team.
• Manage insurance renewal tasks and communications.
• Prepare and upload necessary documents into the system.

Skills

Experience using Office 365 apps

Experience with online booking systems

Experience with virtual meeting platforms

XPlan or AdviserLogic experience

Insurance product provider experience

Job description

Virtual Assistant Team is seeking a full-time Insurance Assistant based in Norway, Rogaland. This role requires a highly organized individual skilled in Office 365 to manage insurance renewal and assist the Financial Adviser efficiently.

The role demands strong communication with insurance providers and the ability to maintain detailed records and workflows. A suitable candidate will thrive in a team environment and contribute to enhancing client experiences.