Expert Microsoft Word & Excel Formatting & Letterwriter

Consolidated Insurance Brokers ( Click to view ) is looking to hire an amazing Microsoft Word & Excel Formatting & Letter Writer.

We’re looking for an intelligent, efficient human being with proficient written and spoken english skills to join our awesome team. This person must have excellent attention to detail. We need help writing insurance schedules and client letters which contain insurance policy information so we can present those professional documents to our clients.

DESIRED SKILLS AND EXPERIENCE – THIS IS A MUST:
• 9/10 English communication skills or better. (This is so important to us)
• High Level Understanding of formatting inside Microsoft Word, Outlook, and Excel. (We will test you for your proficency in this)
• Follow existing set format rules (for example: tables, borders and shading, font, line spacing, bullets, and lists, etc)
• Fix formatting errors.
• Basic financial math literacy. You need to be able to do basic math with percentages.
• Fast home internet connection with mobile data backup.

Working Conditions:
You will work from home (with a fast and reliant internet connection with mobile data backup) and will need a computer with 2 screens to manage the workflow. You will join into a daily Webinar / Video Calling sessions with our Australian staff who will train and coach you. You will be in this video calling session daily until you are proficient in your tasks (on average 4-6 months).

WHAT’S IN STORE FOR YOU?
• Above average industry standard compensation basic monthly salary PHP 40,000-50,000 depending on personal qualities.
• Monday to Friday, 6:30 AM – 3:30 PM
• Monthly Performance-based bonus of up to PHP 5,000
• We will credit you up to PHP 2,000 per month for HMO as well as up to PHP 1,500 for 1 dependant.
• 13th month (basic monthly pay in December)
• Long term career, job stability and security

This is our list of tasks, that we will train the successful applicant in:

KEY RESPONSIBILITIES:
1. Writing Manual Insurance Policy Schedules (core task)
• Translate information from PDF documents provided by insurers onto CIB templates within Microsoft Word using high standards of formatting required with CIB guidelines

2. Commercial Insurance Letter-writing (core task)
• Check that all necessary process steps are complete when you receive the task; and refer back to other team members if anything is incomplete (e.g. funding not yet requested)
• Read and comprehend commercial insurance policies and use that information to pre-populate CIB commercial letter templates
• Translate insurance clauses into plain English for the client to understand using the CIB OneNote directory
• Check all necessary documents (e.g. Invoice, Policy Wording) are attached and correct
• Ensure letters are completed to a high standard of Microsoft Office Formatting in line with CIB guidelines, and all invoices are appropriately re-named

OUR INTERVIEW PROCESS?
Step 1:
• Please send us a video link introducing yourself and how you think you would be a great asset for us and;
• Apply for the job with a cover letter explaining why you feel you would be a great fit for our role and a copy of your most up to date CV.

Step 2:
• We will send you a written test which consists of a Microsoft Word formatting test, a comprehension and writing test and a basic financial maths literacy test.

Step 3:
• If you pass our written test we will organise a Microsoft Teams Job Interview.

Step 4:
• If you pass our Job Interview, we will get you to complete another Microsoft Word formatting test, sharing your screen with us in a video chat to show how proficient you are at Microsoft Word formatting – things such as document margins, line spacing, borders, hex codes, highlighting, superscript, page break, replace, bullets, indentation, do not break row and outline formatting.

Step 5:
• We’ll offer a job if you pass the screen sharing formatting test.