Insurance Office Assistant in Sunrise, Florida at BFL Solutions

BFL Solutions, an employee benefits brokerage and advisory firm serving employer groups across South Florida, is seeking a full-time Insurance Office Assistant to support day-to-day client service operations. This is a foundational hire as the firm grows from a solo operation to a small team, so the ideal candidate is comfortable wearing multiple hats, working with data in Excel, and building processes as they go.

Make sure to answer the screening questions as part of the application process. We can respond to your application faster with those questions answered.

$41,600

• Serve as the first point of contact for client service requests (phone, email, portal)
• Triage and route inquiries related to benefits enrollment, claims, and coverage changes
• Maintain accurate records across carrier portals, HR platforms, and internal tracking systems
• Support open enrollment cycles: data entry, census reconciliation, and document preparation
• Import, clean, and organize data files from carriers and HR systems into Excel-based trackers
• Conduct cyclical client audits to maintain data accuracy and compliance with federal and state regulations (HIPAA, ERISA, and others)
• Reconcile carrier-related invoices and assist with billing inquiries
• Draft and send routine client communications and follow-ups
• Assist with scheduling, filing, and general office administration
• Coordinate with carriers and HR platforms to resolve eligibility or billing discrepancies

• 2+ years in an administrative, customer service, or office support role (insurance/benefits experience a plus, not required)
• Strong Excel skills, including formulas, sorting/filtering, and organizing data
• Solid understanding of importing and cleaning data files (CSV/Excel) from external systems
• Strong written and verbal communication skills
• Comfortable learning new software systems (CRM, carrier portals, spreadsheets)
• Highly organized, detail-oriented, and able to manage multiple open tasks
• Bilingual in Spanish required (to support a diverse client base)
• Ability to handle confidential information with discretion and professionalism

Systems & Technical Skills

• Proficiency in Employee Navigator, EASE, and ADP (preferred)
• Familiarity with Zoho Desk or similar helpdesk/CRM tools
• Experience with Airtable for data tracking and reconciliation (preferred)
• Working knowledge of Microsoft 365 (Outlook, SharePoint, Excel)

We are mainly an employee benefits brokerage and advisory firm serving employer groups across South Florida and the country for more than 22 years. The firm helps businesses design, implement, and manage employee benefits programs — including group health, dental, vision, life, and disability coverage — working directly with the nation's leading insurance carriers.

Beyond group benefits, BFL Solutions supports clients with financial planning, retirement income strategies, and individual insurance solutions. The firm's founder is a licensed insurance professional holding the CLU, ChFC, RICP, and LUTCF designations.

As the firm grows, every team member's work is visible, valued, and makes a real difference for the businesses and employees we serve.

Why You'll Love Working Here

• Opportunity for professional growth and development within the agency
• Supportive leadership that values autonomy and getting things done
• Dynamic work that makes a real difference in people's lives