VIRTUAL ASSISTANT – PART-TIME
Company: A&I Insurance Position Type: Part-Time (20 hours/week) Schedule: Fixed 4-hour daily shift, Eastern Standard Time (8:00 AM – 12:00 PM EST preferred) Compensation: $500/month
POSITION OVERVIEW
We are seeking a detail-oriented and professional Virtual Assistant to support our growing A&I Insurance Agency. This role focuses on managing client communications, administrative tasks, and database maintenance to allow our leadership team to concentrate on high-value client relationships and financial planning services.
PRIMARY RESPONSIBILITIES
Phone Reception & Customer Service
- Handle inbound and outbound client calls using Agency Blocks phone platform and VOIP system
- Screen and route calls appropriately; take detailed messages
- Follow up with clients as needed to ensure no missed opportunities or delayed responses
- Maintain professional communication with clients regarding wills, trusts, social security planning, and health planning services
Email & Administrative Management
- Manage business email communications and correspondence
- Prepare and distribute bi-weekly/tri-weekly agency communications to clients
- Maintain organized email records and documentation
CRM & Database Management (AgencyBloc)
- Conduct database cleanup and maintenance tasks, including:
- Removing deceased clients from active records
- Identifying and managing clients who have transitioned to different plans
- Updating client information and policy status
- Support pipeline management and data accuracy
KEY QUALIFICATIONS
- Proven experience in administrative support, customer service, or similar role
- Strong English proficiency (minimum intermediate level; clear communication essential for client-facing interactions)
- Proficiency with CRM platforms and/or database management software
- Ability to work independently with strong time management skills
- Reliable internet connection and quiet workspace required
- Comfortable with VOIP phone systems and basic technology platforms
- Professional demeanor and attention to detail
POSITION REQUIREMENTS
- Fixed Schedule: Must maintain consistent 4-hour daily shift in Eastern Standard Time (8:00 AM – 12:00 PM EST or similar block)
- Time Zone: Eastern Standard Time required for role consistency and productivity monitoring
- Reliability: Consistent availability; schedule flexibility negotiable after initial probationary period once trust is established
- Exclusivity Agreement: Candidates hired through this recruitment process may only be hired through Distro; direct hiring is not permitted
WHAT WE OFFER
- Flexible work-from-home arrangement
- Clear, defined responsibilities with potential for role expansion
- Opportunity to grow with a thriving financial services practice
- Professional work environment with supportive leadership
- Payment of $500 due upon start date; recurring monthly thereafter on the same date
#A&Iinsurance
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