Virtual Assistant - Part-Time Job at Distro, Remote

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  • Distro
  • Remote

Job Description

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

  • 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

Job Tags

Part time, Work from home, Flexible hours, Shift work

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