Virtual Assistant

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 #LI-PROMOTED #LI-Remote