Business Operations Assistant

Business Operations Assistant Sun Prairie, WI Job Details Part-time | Full-time | Contract | Internship $24,000•$50,400 a year 1 day ago Benefits Paid holidays Disability insurance Tuition reimbursement Paid time off Work from home Parental leave Professional development assistance Life insurance Referral program Qualifications Report preparation Accounts receivable Spanish Microsoft Excel Accounts payable Bookkeeper experience Research Microsoft Office Administrative experience High school diploma or GED QuickBooks CRM system proficiency Full Job Description

INSIDE OPERATIONS ASSISTANT

•This is a 1099 Remote•Wisconsin Only" Position! We are excited to offer a great opportunity for individuals looking to transition from part-time to full-time work within 90 days. This entry-level position is suited for those with the right skills but limited experience or who can't currently commit to full-time hours due to current personal or financial reasons. The role is primarily remote, allowing you to work from home 90% of the time. However, you will be required to visit the office during the week to perform tasks such as picking up and dropping off mail, meeting with our shredding service, and handling other office duties as needed. The ideal candidate will possess strong multitasking skills in administrative tasks, excel spreadsheets, and client service. We are looking for someone with an entrepreneurial and growth-oriented mindset who is proactive in expanding their responsibilities and demonstrates a strong work ethic while working independently.

PERSONALITY TYPE THAT BEST SUITS THIS POSITION

(ESFJ)

Highly Organized & Structured:

Loves checklists, reports, systems, and processes

Strong Work Ethic:

Reliable, consistent, disciplined, and doesn't need supervision

Action Oriented:

Prefers doing over endless planning, excellent at prioritizing tasks

Direct Communicator:

Clear, straightforward, and honest, focuses on facts/results

EDUCATION

High School Graduate (or)

GED REQUIRED

Home office capable Strong sense of integrity to protect confidential personal information. Obtaining a "Property & Casualty" license during a 90-day probation period.

DESIRED SKILLS/BACKGROUND

Bi-Lingual (Spanish) Licensed (Property & Casualty) Administrative Assistant Customer Service Representative Billing and Accounts Receivable/Payable Quickbooks Certified, Bookkeeping, Payroll DESIRED "OFFICE"

EXPERIENCE MICROSOFT

products: Word, Excel, PowerPoint, Acrobat Reader GOOGLE research and aerial diagrams PIPEDRIVE or other Sales-Based CRM Databases DROPBOX cloud storage or similar software XEROX copier use and material production Daily Activities Include...

ADMINISTRATIVE

Answering Phones/Email Monitoring (1pm•5pm) Producing Weekly "Operations"

Activity Reports CRM Database Management:

Adding/Deleting/Uploading Agency Mail Processing Managing Monthly Shred Service Office Process/Procedures Documentation Employee/Contractor Onboarding Support Light Bookkeeping and Payroll Client Check Processing Accounts Receivable and Accounts Payable Billing Inquiries and Payment Method Changes

POLICY SERVICING

Personal, Commercial, Farm, and Financial Services Policy Renewals Support Underwriter Communications Address Changes Vehicle & Drivers Changes Fleet Drivers' MVRs Property Binders Mortgage Changes & Verifications Commercial (Only) Emailing Contractors Certificates (Proof) of Insurance

HOURS/SCHEDULE

Part-Time Hours:

Monday thru Friday•12pm to 5pm Part-Time to Full-Time in 90 Days Going full-time is not a requirement for this position, but getting licensed is

BENEFITS

Paid Time Off:

Illnes and Holidays Professional Reimbursement Disability and Life Insurance

COMPENSATION

Base Pay:

Based on Experience | Raise after 90 Day Probation First year potential income: Minimum $24,000•$50,000

Production Bonuses:

Quarterly | Annual Sales Payments & Commissions Selling is not mandatory but is always encouraged and rewarded. Paid for leads that you generate for our agency. Get paid commissions & residuals (only after being licensed. Join us as an Inside Operations Assistant where your enthusiasm for organization meets your passion for developing this position while delivering outstanding service! We value proactive team players who thrive on creating seamless office experiences while providing exceptional service to clients and colleagues alike. This is more than just an administrative role — it's your chance to grow professionally within an environment that recognizes, and rewards, your contributions every step of the way.

Pay:

$24,000.00•$50,400.00 per year

Benefits:

Life insurance Paid time off Parental leave Professional development assistance Referral program Tuition reimbursement

Work Location:

Hybrid remote in Sun Prairie, WI 53590