VIRTUAL ASSISTANT – PART-TIMECompany: 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/monthPOSITION OVERVIEWWe 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 RESPONSIBILITIESPhone 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 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
#A&Iinsurance
Distro is a legal services company that provides operational support across multiple practice areas including intellectual property, personal injury law, and financial operations. The company serves clients in the United States and operates through a distributed team model, offering services in patent prosecution, trademark applications, case management, and accounts receivable operations. Distro specializes in supporting law firms and legal departments with paralegal assistance, bookkeeping support, and administrative operations to improve efficiency and client service delivery.
