Administrative Assistant, General Liability Insurance Knowledge

🔥 0 minutes ago

🇵🇭 Philippines – Remote

💵 $6 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

📋 Administrative Assistant

👻 Ghost score 5%

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Logo of Remote Raven

Remote Raven

11 - 50 employees

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

Remote Raven is a company that connects businesses with highly qualified virtual assistants to fill various roles across multiple industries. They focus on providing professional, college-educated, and well-trained remote workers from the Philippines who can handle diverse tasks, including customer service, bookkeeping, digital marketing, HR, healthcare, and web development among others. Remote Raven ensures that these remote workers are fluent in English and hold relevant degrees or certifications. They offer a simple and affordable recruiting process without start-up fees, aiming to help companies streamline their staffing needs with reliable remote personnel.

📋 Description

• Set up new projects in Ignite CRM and QuickBooks • Create and maintain project estimates in QuickBooks • Collect and organize required project documents throughout the project lifecycle • Maintain weekly project tracking and produce monthly project reports • Obtain certificates of insurance and additional insured endorsements from insurance agents • Apply concepts related to GL, Umbrella, Workers Compensation, Excess policies, experience mod numbers, and Workers Comp class codes • Manage OCIP enrollment and ensure compliance with OCIP requirements • Maintain records of insurance certificates, endorsements, and OCIP documentation • Review project contracts for insurance requirements and compare coverage limits against requirements • Prepare contracts for president signature • Complete prequalification documents for clients, contractors, and project owners • Maintain records of executed contracts and prequalification submissions • Communicate with customers by email regarding projects, documentation, and updates • Respond to customer calls and inquiries • Follow up on outstanding insurance documents, signed contracts, tax exempt certificates, and other documentation • Collect, organize, and file contracts, insurance certificates, tax exempt certificates, prequalification documents, and correspondence • Request and verify tax exempt certificates • Assist with billing overflow and general administrative tasks • Process ACH forms and credit applications for new vendors

🎯 Requirements

• Basic understanding of general liability insurance, including GL, Umbrella, Workers Compensation, Excess policies, experience mod numbers, and WC class codes • Highly organized with ability to manage multiple active projects and open administrative items simultaneously • Strong written and verbal communication skills • Ability to start tasks and complete them fully before moving on; methodical and thorough • Basic QuickBooks knowledge, including data entry and project setup in QBO • Proficiency in Adobe, Microsoft Word, Microsoft Excel, and Google Sheets • Reliable and self-directed in a remote work environment • Experience with Ignite CRM or comparable project management software preferred • Experience with BidBoard or similar construction bidding platforms preferred • Prior experience in construction, specialty contracting, or a project-based business preferred • Familiarity with OCIP programs and construction prequalification preferred • Background in contract administration or project documentation in a construction environment preferred

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