Virtual Client Success Manager 10-15 Hours per Week (IC-DA)

We are in the process of staffing a Virtual Assistant where a client needs someone to handle the following responsibilities. If you are interested, please complete the Virtual Assistant application. For other job information and updates on Virtual Assistant roles, make sure you follow us at @momtovirtualassistant.

Key Responsibilities

• Works between the CEO and Analysts
• Set bi-weekly (or as needed calls) with clients
• Provide consistent weekly availability to clients 
• Answer client emails in a timely manner (example: ID card, renewals information, etc.)
• Jump in with other ad hoc tasks / projects as needed

Platforms:

• Canva
• LinkedIn
• Monday.com
• Plansight

Requirements

• Experience in insurance (a must) 
• Understanding of client success
• Personable
• Attention to detail
• Deadline...