Virtual Assistant

VIRTUAL ASSISTANT – PART-TIMECompany: 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/monthPOSITION OVERVIEWWe 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 RESPONSIBILITIESPhone Reception & Customer ServiceHandle 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 ManagementManage 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 QUALIFICATIONSProven 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 REQUIREMENTSFixed 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 OFFERFlexible 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&IinsuranceOriginally posted on Himalayas