Virtual Assistant SB/MM
Tedford Insurance-
1. Maintaining accurate and up-to-date records of all retrieved documents and information, using electronic record-keeping systems.
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2. Verifying the authenticity and accuracy of all retrieved documents, ensuring that they meet the necessary legal and regulatory requirements.
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3. Communicating with internal stakeholders to provide them with the necessary documents and information.
4. Conducting research and retrieving policy from various sources, including internal databases, online resources, and other external sources.
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5. Adhering to all company policies and procedures, as well as all relevant legal and regulatory requirements.
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6. Perform all duties in compliance with these Core Values:
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Dependable
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We will be there when we say we will be there.
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We will always do what we say we are going to do.
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Our work will be done right and on time.
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Professional
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We hold ourselves to high standards of personal and professional accountability.
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We are committed to being “students of the industry,” always working to hone our craft.
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We conduct ourselves in a manner that is respectful of ourselves, our agency, and our customers.
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Driven
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We will strive for a sense of urgency.
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We will never lose an account because someone out-worked us.
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We strive to be the best and do what is necessary and right.
KNOWLEDGE, SKILLS & ABILITIES:
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- Exceptional verbal and written communication skills.
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- Proficient with Outlook and Microsoft Office Suite.
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- Proficient in typing and data entry.
EDUCATION, LICENSES AND EXPERIENCE:
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High School Diploma or equivalent
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