Client Operations & After-Hours Support Virtual Assistant
The Client Operations & After-Hours Support Virtual Assistant will manage after-hours client operations, ensuring efficient communication and administrative support.
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Independent Contractor โ CPT-11632 Outbound Client Appointment Setting Virtual Assistant/Business Support VA/Junior-Senior Level (Remote).
20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.
An established financial-services agency is seeking an experienced Business Support VA to manage outbound client calling, annual review scheduling, lapsed-policy follow-up, and appointment coordination.
The agency serves existing clients with life insurance, annuities, retirement, and related financial products. This is not a cold-calling or insurance sales position. The VA will contact established policyholders using approved scripts, identify the appropriate reason for follow-up, and schedule appointments with the agency owner.
The ideal candidate is a confident, highly organized, and coachable phone professional who can execute calling campaigns independently without requiring basic telephone communication training.
The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.
Contractors will be required to provide services that align with the following client tasks:
Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.
The Contractor must demonstrate proficiency in the following, depending on the Clientโs requirements:
Note: The Company will make reasonable efforts to align the Assigned VAโs schedule with the Clientโs preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.
The Client Operations & After-Hours Support Virtual Assistant will manage after-hours client operations, ensuring efficient communication and administrative support.
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