Virtual Assistant / Client Support (Full-Time, Long-Term)

I am looking for a long-term virtual assistant to help me with my U.S.-based health insurance business that serves seniors (ages 65+).

This is a meaningful, people-focused role. Most callers are referrals or individuals who received my letter in the mail. They are calling because they WANT help. Medicare can be very overwhelming, and my job is to make it simple and less stressful. Your role will be to help answer phones and support clients, making sure no one falls through the cracks.

ABOUT THE ROLE

This is a PHONE-FIRST, client-facing position.
You will be answering incoming phone calls from seniors in the United States, gathering basic information, and scheduling appointments for me.

Clear spoken English, patience, and a friendly, reassuring tone are essential.
This is a full-time, long-term position. I am not looking for short-term or temporary help.

REQUIRED WORK SCHEDULE

Monday – Friday
9:00am – 5:30pm Central Standard Time (U.S. / Dallas, TX)
This role requires working evening hours in the Philippines

WHAT I’M LOOKING FOR

Dependable and reliable
Friendly, patient, and personable
Comfortable speaking with seniors
Clear, easy-to-understand spoken English
Calm and reassuring phone presence
Good computer skills
Organized and detail-oriented
Willing to learn and follow systems
NOTE: Medicare experience is NOT required. Training will be provided.

PRIMARY RESPONSIBILITIES (CORE ROLE)

Answer incoming phone calls
Speak kindly and patiently with seniors
Gather basic information (contact info, doctors, medications)
Schedule appointments
Send follow-up emails with links and instructions
Update client information in the CRM
Check voicemails and return missed calls

ADDITIONAL RESPONSIBILITIES (AS TRAINED)

Basic customer service support (ID cards, OTC benefits, follow-ups)
Data entry and organization
Behind-the-scenes administrative support
Supporting internal processes and systems

ADDITIONAL SUPPORT WORK (SECONDARY / BEHIND THE SCENES)

In addition to my Medicare business, I also work on building internal systems and processes to support my companies. From time to time, I may need help with behind-the-scenes tasks related to organization, systems, or CRM work.

This may include basic support with tools like Go High Level or other internal systems.
These tasks are secondary and will be introduced gradually. The primary focus of this role will always be supporting my Medicare business.

I am looking for someone who is comfortable learning new tools over time, but the right personality and communication style are far more important than technical skills.

BONUS SKILLS (NOT REQUIRED)
These are not required, but are helpful:

Go High Level experience (or willingness to learn)

Facebook business page support
Basic video editing or content support
Social media or marketing assistance
The right personality and communication style are far more important than technical skills.

IMPORTANT NOTES

You will speak directly with clients
You will never provide Medicare advice or enroll clients
Clear instructions and training will be provided
This is a long-term role with stable responsibilities

HOW TO APPLY

Please include the word "sunflower" in the subject line so I know you read the full job post.
In your reply, please include:
A short introduction about yourself
Relevant experience (if any)
A short VOICE RECORDING (1–2 minutes) introducing yourself
(Clear spoken English is very important for this role)

Thank you!
Kimberly