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

 

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