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Direct Client Virtual Assistant Jobs in Plano, TX

Company Description All SA Technologies requirements are Direct Client Requirements from IT Hiring ... Provision Ethernet Virtual Circuits (EVC) remotely on varied types of devices throughout layer 2 ...

Assume supervisory responsibilities in the absence of the Director, Client Solutions. * Assist Director, Client Solutions by assuming additional Client Solutions Manager responsibilities/special ...

Assume supervisory responsibilities in the absence of the Director, Client Solutions. * Assist Director, Client Solutions by assuming additional Client Solutions Manager responsibilities/special ...

Sr. Telephony Analyst

Dallas, TX · On-site

$87K - $115K/yr

Manage and support Intelligent Virtual Assistant (IVA) technologies, including implementation ... Direct experience designing, supporting, or managing IVR (Interactive Voice Response) systems.

Remote Virtual Executive Assistant

Dallas, TX · On-site +1

$1.5K - $3.8K/mo

Typical Duties and Responsibilities (may vary based on client needs) Calendar & Schedule Management ... Direct from Zirtual: If you receive an email from one of our recruiters, it will only come from an ...

Typical Duties and Responsibilities (may vary based on client needs) Calendar & Schedule Management ... Direct from Zirtual: If you receive an email from one of our recruiters, it will only come from an ...

Typical Duties and Responsibilities (may vary based on client needs) Calendar & Schedule Management ... Direct from Zirtual: If you receive an email from one of our recruiters, it will only come from an ...

Home Health Aide, CNA

Denton, TX · On-site

$14 - $23.50/hr

May provide or assist clients with activities of daily living including bathing in bed, tub or ... Reports observations of the client's condition to the agency director or accounts manager * Drives ...

Home Health Aide, CNA

Denton, TX · On-site

$14 - $23.50/hr

May provide or assist clients with activities of daily living including bathing in bed, tub or ... Reports observations of the client's condition to the agency director or accounts manager * Drives ...

Showing results 21-40

Direct Client Virtual Assistant information

See Plano, TX salary details

$11

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How much do direct client virtual assistant jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for direct client virtual assistant in Plano, TX is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $19.57 and $26.25 per hour, depending on experience, location, and employer.

What is a direct client virtual assistant?

Direct Client Virtual Assistants are professionals who provide administrative, technical, or creative support to clients remotely, usually working directly for the client rather than through an agency. Their tasks may include scheduling, email management, research, data entry, and more, depending on the client’s needs. Working directly with clients allows Virtual Assistants to build stronger relationships and tailor their services to specific requirements. This role often requires excellent communication, organizational skills, and proficiency with digital tools.

What are the key skills and qualifications needed to thrive as a direct client virtual assistant?

To thrive as a Direct Client Virtual Assistant, you need strong organizational abilities, excellent written and verbal communication, and proficiency in administrative tasks, often supported by experience or a relevant certification. Familiarity with tools like Google Workspace, Microsoft Office, project management platforms (e.g., Asana, Trello), and communication systems such as Slack or Zoom is typically required. Outstanding time management, problem-solving, and interpersonal skills help you stand out in supporting clients remotely. These skills ensure tasks are completed efficiently, client needs are met proactively, and professional relationships are maintained, which is vital for client satisfaction and long-term success.

How does a direct client virtual assistant typically manage communication and collaboration with clients who work in different time zones?

As a Direct Client Virtual Assistant, managing communication across time zones is a common challenge. Most VAs use shared digital tools like project management platforms, cloud-based calendars, and messaging apps to stay organized and responsive. It's standard practice to establish overlapping 'core hours' for real-time communication and clarify expectations regarding response times. Regular check-ins and clear documentation help ensure tasks are completed smoothly, regardless of time differences. This approach fosters trust and reliable collaboration, even when working remotely for clients around the world.

What are popular job titles related to Direct Client Virtual Assistant jobs in Plano, TX?

For Direct Client Virtual Assistant jobs in Plano, TX, the most frequently searched job titles are:

What job categories do people searching Direct Client Virtual Assistant jobs in Plano, TX look for?

The top searched job categories for Direct Client Virtual Assistant jobs in Plano, TX are:

What cities near Plano, TX are hiring for Direct Client Virtual Assistant jobs?

Cities near Plano, TX with the most Direct Client Virtual Assistant job openings:

Cambridge - Producer/Operations Manager

Cambridge Insurance Agency

Plano, TX • On-site

$50K - $60K/yr

Full-time

Posted 14 days ago


Job description

This role is primarily a sales position. The Producer / Operations Manager is responsible for closing new business and driving premium growth for Cambridge Insurance Agency, with a secondary hybrid role overseeing back-office operations and workflow quality.

A full-time virtual assistant (VA) supports this role, handling data entry, quoting prep, documentation, and routine follow-up so the producer can prioritize selling time.

This position supports agency growth by:

  • Closing new business and hitting individual production targets
  • Directing the VA on daily quoting, data entry, and follow-up tasks
  • Maintaining workflow quality and process consistency across the book
  • Supporting renewal retention and cross-sell opportunities
  • Ensuring accurate, timely client and carrier communication
Key Responsibilities

Sales / Producer (primary - commission opportunities)

  1. New business prospecting, quoting, and closing
  2. Client consultations and needs analysis
  3. Carrier placement strategy and proposal structuring
  4. Cross-selling and account rounding on existing clients
  5. Referral partner and network development (DMBA, lenders, etc.)

Operations (secondary, VA-supported)

  1. Directing VA workload: quoting prep, data entry, documentation
  2. Renewal management and retention oversight
  3. Workflow and process quality control
  4. Client escalation handling
  5. Reporting and pipeline tracking
  6. System management (EZLynx and related platforms)

Daily/Weekly/Monthly Responsibilities

  1. Work new leads and referrals (calls, quotes, follow-up)
  2. Direct VA to enter leads and prep quotes in EZLynx
  3. Review coverages, pricing, and proposal structure
  4. Present proposal and close
  5. Confirm bind, payment, and documentation with VA
  6. Review priority items (renewals, escalations, VA queue)
  7. Assign or reassign VA tasks as needed
  8. Monitor accuracy of VA and team output
  9. Monitor upcoming renewals and flag at-risk accounts
  10. Determine if remarketing is needed
  11. Ensure client communication is completed
  12. Pipeline review: close ratios, stalled deals, next actions
  13. Carrier and market appetite review
  14. Financial and KPI review: revenue, retention, production
  15. Workflow and process refinement with VA
  16. Drives revenue directly through new business closing
  17. Improves close ratios through proposal and placement strategy
  18. Maintains retention through proactive renewal management
  19. Grows account value through cross-selling
  20. Builds referral partner pipeline for consistent lead flow
Preferred Qualifications
  • Active Texas P&C license preferred
  • Experience quoting in EZLynx preferred but not required
  • Prior producer or closing experience strongly preferred