About BHC Insurance
BHC Insurance is a growing insurance agency committed to providing personalized coverage and exceptional service to our clients. We pride ourselves on building strong relationships and delivering responsive, detail-driven support to individuals and families in our community.
Position Summary
We are looking for a detail-oriented individual to support system updates, data maintenance, and technology setup across the agency. This is a dual role working closely with the COO and the CAO to ensure systems and workflows are accurately maintained, to support efficient operations of both functions.
This is a hands-on execution role focused on working within systems and following defined processes, not designing how things should work.
You’ll be part of a positive, collaborative team culture that empowers you to take pride in the quality and impact of your work while helping strengthen long‑term client relationships.
Key Responsibilities
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Execute updates in the Agency Management System based on provided instructions
Maintain templates, activities, and system fields
Assist with building dashboards and reports from outlined specifications
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Document workflows into clear SOPs, checklists, and step-by-step guides
Maintain and update documentation as processes evolve
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Assist with data migration and cleanup across systems
Organize and standardize data based on defined formats
Preserve accurate and consistent data formatting
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Assist with hardware setup including laptops, monitors, and related equipment
Work alongside IT vendor by executing troubleshooting steps and assisting with issue resolution
Help with user configuration for new systems and tools
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Track company hardware inventory including laptops, monitors, and peripherals
Maintain accurate records of device assignments and serial numbers
Monitor and track equipment warranties and renewal timelines
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Submit setup requests for new employees
Configure phone profiles
Ensure equipment and systems are ready for day one
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Track incoming system and setup requests
Route requests appropriately or complete assigned tasks
Ensure follow-through and completion of work
Qualifications
· Strong attention to detail and organization
· Comfortable working within systems and spreadsheets
· Able to follow structured instructions accurately
· Clear written communication and documentation skills
· Reliable and consistent approach to work
· Willing to ask questions when clarification is needed
· Team player willing to assist as needed with assigned tasks in a fast-paced work environment.
Compensation & Benefits
- Competitive salary (based on experience)
- Eligible for Bonus
- Health, dental, and vision insurance
- Paid time off and holidays
- Retirement plan options
- Ongoing training and professional development
- 7.5 hour workdays
- Hybrid work environment with flexibility and structure
Pay: From $40,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
