Virtual Assistant

Position Summary

We are recruiting a meticulous and professional Virtual Assistant for A&I Insurance Agency to bolster client communication, administrative assistance, and database upkeep. This role enables leadership to focus on delivering premium client financial planning services.

Main Duties

• Manage incoming and outgoing client calls using the Agency Blocks phone platform and VOIP system.
• Screen calls, route appropriately, and document detailed messages.
• Conduct follow-ups with clients to prevent missed opportunities or delays in response.
• Maintain courteous communication focusing on wills, trusts, social security planning, and health planning inquiries.
• Handle company email correspondence and prepare regular agency communications for clients every two to three weeks.
• Keep email communications organized and documented.
• Perform CRM database maintenance in AgencyBloc by removing deceased clients, updating client plans and policy statuses, and ensuring pipeline data accuracy.

Role Requirements

• Previous experience in administrative support, customer service, or related roles.
• Intermediate or higher proficiency in English with clear, client-facing communication skills.
• Comfortable using CRM platforms and database management tools.
• Self-motivated with excellent time management and the ability to work independently.
• Reliable internet connection and a quiet workspace are necessary.
• Familiarity with VOIP phone technology.
• Professional attitude with strong attention to detail.
• Availability for a fixed 4-hour shift daily aligned with Eastern Standard Time (8:00 AM to 12:00 PM EST preferred).
• Consistent schedule adherence; some flexibility may be discussed post-probation.
• Exclusive hiring policy through Distro; direct hires outside this process are not permitted.

Compensation and Benefits

• Part-time position averaging 20 hours per week.
• Monthly salary of $500, paid upon start and recurring on the same date each month.
• Remote work flexibility with a supportive and professional environment.
• Opportunity for role growth within a flourishing financial services setting.

Additional Information

A&I Insurance uses AI-assisted tools to support the recruitment process for resume analysis and verification; final hiring decisions remain with human recruiters. For inquiries about data processing, contact the company directly.