Part-Time Insurance Administrative Assistant / Paperwork Coordinator

Job Description

James W. Beran Insurance Agency – La Grange Park, IL
Part-Time | Primarily Remote | Approximately 5–10 Hours Per Week
Pay: $22–$25 per hour, depending on experience

James W. Beran Insurance Agency is looking for a highly organized, detail-oriented person to help with insurance paperwork and administrative follow-through.

This is not primarily a sales position. The right person will help make sure applications, enrollment forms, supporting documents and client files are accurate, complete and moved through the process correctly.

Insurance experience is helpful, but not required. We care much more about attention to detail, reliability and the ability to follow a process consistently.

Responsibilities

• Prepare and review insurance applications and enrollment paperwork

• Check documents for missing signatures, dates and required information

• Organize, combine and clean up PDF documents

• Prepare and track electronic signature requests

• Follow up on outstanding client paperwork

• Submit completed documents to insurance carriers and general agencies

• Maintain organized electronic client files

• Update basic client information and activity in agency systems

• Use checklists to make sure cases are completed correctly

• Follow up with carriers when paperwork is incomplete or needs correction

• Help keep open cases moving so nothing falls through the cracks

We Are Looking for Someone Who

• Is extremely detail-oriented

• Notices small errors or inconsistencies other people may miss

• Is comfortable working independently from home

• Can follow written procedures and checklists

• Is comfortable with PDFs, email and web-based systems

• Communicates professionally with clients and insurance companies

• Asks questions rather than guessing when something is unclear

• Takes ownership of getting a task completely finished

• Can handle confidential client information appropriately

• Is dependable and responsive

Previous experience in insurance, financial services, banking, medical offices or administrative support is helpful, but not required.

Schedule

The position will initially average approximately 5–10 hours per week, primarily remote. Work can generally be completed in scheduled blocks rather than requiring someone to be available throughout the entire business day.

Additional hours may become available during busier insurance enrollment periods and as the position grows.

Compensation

$22–$25 per hour, depending on experience.

How to Apply

Please send a resume to info@beraninsuranceagency.com, along with a short response to the following question: Tell me about a time you caught a small mistake or missing detail that could have caused a larger problem. What did you notice, and what did you do about it? At the very bottom of your response, include the words “Better with Beran.”