Virtual Executive & Client Services Assistant

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TYPE OF WORK

Part Time

SALARY

$3.00/HR

HOURS PER WEEK

15

DATE UPDATED

Aug 21, 2026

JOB OVERVIEW

REMOTE POSITION | $3/HOUR | APPROX. 15 HOURS/WEEK

I am looking for a reliable, professional, detail-oriented Virtual Executive & Client Services Assistant to join my growing life insurance business.

This position is ideal for someone who is organized, communicates well, takes initiative, and is comfortable working independently in a fast-paced environment.

POSITION DETAILS

- Position: Virtual Executive & Client Services Assistant
- Location: Remote
- Pay: $3/hour
- Hours: Approximately 15 hours per week
- Schedule: Flexible, but must be dependable and available during agreed-upon working hours
- Experience: Administrative, customer service, insurance, or virtual assistant experience is preferred

RESPONSIBILITIES

Your responsibilities will include, but are not limited to:

- Providing administrative and executive support
- Managing and organizing client information
- Following up with clients and prospects
- Responding to client messages and inquiries professionally
- Making and receiving phone calls when needed
- Assisting with scheduling appointments and maintaining calendars
- Entering and maintaining accurate client information
- Following up on outstanding payments and assisting with payment collection
- Sending client correspondence and documents electronically
- Assisting with insurance-related administrative tasks
- Keeping files and records organized
- Following established procedures and completing tasks accurately
- Helping with day-to-day administrative needs of the business
- Communicating professionally with clients, prospects, and business associates

CONFIDENTIALITY & HIPAA

Because this position will involve access to private client and potentially health-related information, confidentiality is extremely important.

The successful applicant must:

- Understand and respect HIPAA and client privacy requirements
- Keep all client information strictly confidential
- Never share, screenshot, download, copy, or disclose confidential client information without authorization
- Maintain professional discretion when handling sensitive information
- Follow all company procedures regarding privacy, security, and confidential information

A breach of confidentiality or misuse of client information will not be tolerated.

COMMUNICATION SKILLS

Strong English communication skills are required.

You will be communicating directly with clients by phone and messaging, including situations involving payments and insurance-related questions. I need to be able to clearly understand you and you must be able to communicate professionally and confidently with clients.

VIDEO REQUIREMENT

As part of the application process, please record a 1–2 minute video of yourself performing a mock client interaction.

For the mock interaction, pretend that you are speaking with a client who has an outstanding or pending insurance payment.

Demonstrate how you would:

1. Introduce yourself professionally.
2. Explain why you are calling.
3. Confirm that you are speaking with the correct client.
4. Politely explain that there is an outstanding/pending payment.
5. Ask the client how they would like to take care of the payment.
6. Respond professionally if the client has a question or hesitation.
7. Close the conversation politely.

This is not about having a perfect script. I want to see how naturally and professionally you communicate with a client and make sure I can clearly understand you.

HOW TO SUBMIT YOUR VIDEO

Upload your video to Google Drive.

Set the sharing permission to:

“Anyone with the link can view.”

Then copy and paste the Google Drive link into your application message.

QUALIFICATIONS

The ideal candidate will:

- Be dependable and punctual
- Have excellent attention to detail
- Be organized and able to prioritize tasks
- Have strong written and verbal communication skills
- Be comfortable speaking with clients by phone
- Be professional and courteous
- Be able to work independently without constant supervision
- Be comfortable learning new software and systems
- Have basic computer skills
- Be comfortable using email, Google Drive, and other online tools
- Have experience with administrative work or customer service
- Understand the importance of confidentiality and protecting client information

HOW TO APPLY

Please send the following:

1. Your resume

2. A brief message telling me why you believe you would be a good fit for this position

3. Your 1–2 minute mock payment-collection video

4. Your Google Drive video link with the sharing permission set to “Anyone with the link can view.”

Please make sure your resume and video are included with your application.

I am looking for someone who wants to become a long-term, dependable part of the business, not someone who is simply looking for a temporary job.

If you are organized, dependable, professional, comfortable communicating with clients, and ready to take responsibility for your work, I would love to hear from you.

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