Phone Reception & Customer Service: Handle inbound and outbound calls using VOIP, screen and route calls, take messages, and follow up with clients.
Email & Administrative Management: Manage business email correspondence, prepare communications, and maintain organized records.
CRM & Database Management: Conduct database cleanup, update client info, and support pipeline management.

Qualifications:

Proven experience in administrative support or customer service.
Strong English proficiency and comfort with CRM platforms.
Ability to work independently with reliable internet and quiet workspace.

Requirements:

Fixed 4-hour daily shift in Eastern Standard Time.
Consistent availability and reliability.
Exclusivity agreement through Distro recruitment.

A&I Insurance

A&I Insurance is an insurance agency that provides client communications, administrative tasks, and database maintenance to support financial planning services. The agency is growing and offers a flexible work-from-home arrangement with a professional work environment and supportive leadership.

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