For Admin Work
Virtual Assistant Services
Smart remote support for admin work, client communication, and the creative jobs that never quite get done.
Starts at
$7.00 per hour
Min. 25 hrs/week · Min. 40 hrs/week
What We Do
Admin and client support
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Manage emails and client communications
Keeps the inbox from becoming your morning. Sorts what lands, answers the routine client questions, and puts only the ones that need a licensed agent in front of you.
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Handle follow-ups and appointment reminders
Chases every follow-up on schedule and reminds clients before an appointment, so a warm lead never goes cold while you are sitting with someone else.
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Coordinate calendars and appointments
Books, reschedules and confirms, so your day goes on seeing clients instead of on arranging when to see them.
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Process applications and client requests
Takes an application from the first form through to submitted, keys in the details, and keeps client requests moving instead of stacking up on your desk.
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Maintain CRM records and client information
Keeps every policyholder's record current, so what the CRM tells you about a client is true today and not just true in March.
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Prepare reports and track important data
Builds the documents and reports you need in Word and Excel, gets the paperwork ready to upload, and keeps the numbers behind it up to date.
What We Do
Creative and content
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Create flyers and brochures
Designs the flyers and brochures you hand out, from a rough brief to a file that is ready to send to print.
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Design social media content
Turns your offers and announcements into posts sized for the platform they are going on, so the page keeps moving on the weeks you are too busy to think about it.
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Build PowerPoint presentations
Turns a rough outline into a client-ready PowerPoint deck, so the presentation is finished before the meeting starts rather than the night before.
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Assist with creative assets and layouts
Lays out the one-pagers and assets you need, and keeps every one of them looking like it came from the same agency.
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Short-form video editing
Cuts your raw footage into short video that is ready to post.
NO PAYROLL · NO BENEFITS · NO OFFICE COST
Hire a full-time CareIQ Assist VA for as low as $1,120/month and save up to $5,000 or more every single month.
Ready to Scale Your Business?
Let’s match you with the right virtual assistant, virtual medical assistant or CRM solution for your workflow. Reach out Today!