CSR/Office Manager/Bookkeeper

Job Description

CSR/Office Manager/Bookkeeper | Butler-Vause Insurance

The Tone:
This is a part-time role at Butler-Vause Insurance, located in Tallahassee, FL. BVI is a locally, family-owned insurance agency that has served its community since 1963, building strong, long-term relationships with clients. The agency fosters a supportive environment, focusing on experienced and approachable professionals who value integrity and client care. This role is crucial in maintaining the agency’s commitment to outstanding service and respectful interactions with clients.

The TL;DR
• Role: Early Career
• Type: Part-time
• Location: In-person, Tallahassee, FL
• Team: Collaborates with agency staff and a close-knit team.
• Mission: Serve as the primary client contact and ensure smooth office operations to uphold BVI’s commitment to outstanding service.
• Tech Stack: Email, Spreadsheets, Word Processing

What You’ll Actually Do
• Client Service: Serve as the main point of contact for clients, managing inquiries and supporting a positive client experience.
• Office Management: Oversee daily office operations, including scheduling, file organization, record maintenance, and team communication.
• Financial Administration: Execute basic bookkeeping duties like payment processing, account reconciliation, and assisting with billing and invoices.
• Agency Support: Collaborate with staff to assist with insurance policy administration and fulfill client requests.

The Must-Haves
• Background: Entry-Level. High school diploma or equivalent, with foundational knowledge in customer service, office administration, or basic finance.
• Experience: Demonstrated ability in strong customer service and support, with proven experience as a Customer Service Representative. Practical experience managing office operations, including scheduling, recordkeeping, and task prioritization. Foundational experience in basic bookkeeping tasks such as handling invoices, processing payments, and performing account reconciliations.
• Skills: Clear and professional verbal and written communication, strong attention to detail and accuracy, proficiency with common office software (email, spreadsheets, word processing), and comfort collaborating in a close-knit, on-site team environment.
• Bonus: Prior experience in insurance, customer service, or office administration is preferred. Familiarity with insurance or financial systems is beneficial. Additional relevant coursework or professional certifications are a plus.