Insurance Office Assistant

About the role

BFL Solutions is hiring a full-time Insurance Office Assistant to support client service operations. This position is foundational as the firm grows from a single-person operation to a small team. The ideal candidate should be comfortable handling various tasks, managing data in Excel, and developing processes as needed.

Responsibilities

• Handle incoming calls and emails, providing timely and accurate responses
• Support clients with administrative tasks such as policy maintenance, document management, and appointment scheduling
• Enter and maintain client and policy information in the company’s database
• Prepare reports and summaries for clients and internal stakeholders
• Assist with the coordination of meetings and events
• Manage daily office operations, including filing and inventory management
• Support the development and implementation of new processes and systems

Requirements

• High school diploma or equivalent
• Experience in a customer service or administrative role preferred
• Strong organizational skills and attention to detail
• Proficiency in Microsoft Office Suite, particularly Excel
• Ability to work independently and manage time effectively
• Excellent communication and interpersonal skills

Qualifications

• Knowledge of insurance policies and procedures helpful but not required
• Basic understanding of accounting principles beneficial

Skills

• Excel proficiency
• Customer service orientation
• Attention to detail
• Time management
• Problem-solving skills

Benefits

• Flexible schedule
• Professional development opportunities
• Competitive compensation package

Pay

$41,600 annually

Schedule

Full-time, 40 hours per week