Virtual Assistant - Part-Time Job at Distro, Remote

eUVmUzJDUHBBeWRZMm45cFl2Vit4RUVzVHc9PQ==
  • 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

Similar Jobs

Azend Pharma

Patient Liaison Job at Azend Pharma

 ...Job Overview As a Patient Liaison for a specialty pharmacy, you will serve as a key connection between the pharmacy, healthcare providers, and patients. Your primary responsibility will be to facilitate the timely processing, approval, and ensuring dispensing of prescribed... 

Careerscape

Research Assistant Job at Careerscape

 ...Careerscape is supporting a client opening for a Remote Entry-Level Research Assistant. This role focuses on conducting research, gathering and organizing data, preparing reports, maintaining accurate records, and supporting business initiatives through data-driven insights... 

Busch Vacuum Solutions

Inside Sales Engineer Job at Busch Vacuum Solutions

 ...Busch Vacuum Solutions is a leading manufacturer of vacuum pumps, compressors, and blowers for use in industries such as semiconductor manufacturing, food processing, metallurgy, biomedical, and material handling. We have an immediate opening for a driven and customer... 

Oasis Food Hall

Breakfast Cook Job at Oasis Food Hall

 ...Join our vibrant hotel restaurant team located in Anaheim, right next to Disneyland! As a Breakfast Cook , you will play a vital role in delivering high-quality dishes that set the tone for our guests day. You will work in a fast-paced environment, preparing breakfast... 

Bradford Consulting

Audit Supervisor - Public Accounting Job at Bradford Consulting

 ...Responsibilities: Build relationships with clients by gathering information, resolving problems, and providing recommendations for process improvements. Supervise audit, review, and compilation engagements, including planning, executing, directing and completing financial...