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 d