- Deneyim
- Herhangi
- Maaş
- USD 500 – USD 500 / month
- Açılışlar
- 1
- Yayınlandı
- 2 saat önce
- Çalışma modu
- Evden çalışma
- Sürdürmek
- Başvuru yapılması gerekmektedir.
İş tanımı
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.