Virtual Assistant - Part-Time
Part-time
Distro
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 h...
Vacancy posted 14 days ago
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