About Us At Root Digital Concierge, we empower business owners to reclaim their time, streamline operations, and scale their businesses through skilled and reliable Virtual Assistants (VAs). We provide U.S.-based clients with professional, pre-vetted remote talent from the Philippines, ensuring top-notch service, cultural compatibility, and long-term client satisfaction. Our mission is simple: Deliver quality, efficiency, and trust through exceptional virtual staffing solutions. Our Core Values Excellence – We go above and beyond in every task. Reliability – Consistency in delivering quality work. Integrity – Honest and transparent communication. Collaboration – Building long-term relationships with clients and team members. Growth-Oriented – Helping both clients and team members succeed. Our Services We specialize in matching Virtual Assistants with clients in a variety of industries: Medical Virtual Assistants – Support for healthcare professionals and clinics. Real Estate Virtual Assistants – Admin, lead generation, and transaction coordination. Administrative Support – Calendar management, email handling, and data entry. Social Media Management – Content creation, scheduling, and engagement. Appointment Setting – Cold calling, warm leads follow-up, and CRM updates. Customer Support – Email, chat, and phone-based assistance. Bookkeeping – Basic accounting and records management. Why Work With Us Work with U.S. clients who value your skills. Remote work flexibility while maintaining work-life balance. Ongoing training to help you grow professionally. Competitive pay based on skills and experience. Supportive environment with a dedicated operations team. Job Description This is a remote position. Key Responsibilities: Managing follow-ups with clients and partners Handling and organizing paperwork and documentation Managing and organizing email inbox communications Assisting with policy-related documents and administrative processes Providing general administrative support as needed Requirements Qualifications: Previous experience in the insurance industry (preferred) Know how to Use Airtable tool (preferred) Corporate insurance experience is a plus, but not required Strong document management and organizational skills Excellent written and verbal communication skills Detail-oriented and able to handle confidential information Ability to work independently and manage time effectively Position Details: Part-time (20 hours per week) Flexible schedule (to be discussed) Remote or hybrid options available (if applicable)
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