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 clien...