Office Manager (Part‑Time; Path to Full‑Time)

Invictus Health & Wealth
Health Insurance & Wealth Management
Location: Jefferson City, MO (On‑site)
FLSA: Non‑exempt (hourly)
Reports to: Owner/Principal

About Invictus Health & Wealth

Invictus Health & Wealth serves families and small businesses with health insurance solutions and long‑term financial guidance. We prioritize clarity, integrity, and consistent follow‑through in every client interaction.

Position Summary

Invictus Health & Wealth seeks a part‑time Office Manager to provide front‑office leadership and administrative support. The Office Manager will manage incoming calls, support client needs of limited scope, maintain office supplies and organization, and uphold documentation and confidentiality standards. This position is 20–25 hours per week with a defined path to full‑time based on business growth and performance.

Essential Functions

• Front Desk & Telephone Management — Professionally answer and route calls; return voicemails within established timeframes; greet visitors; schedule and confirm appointments.

• Client Service (Basic Requests) — Assist with forms, ID cards, portal access, and straightforward policy questions; document interactions; escalate complex requests per protocol.

• Office Operations & Supplies — Maintain a clean, orderly office; manage mail, copying, scanning, and filing; monitor inventory and place supply orders within budget.

• Records & CRM Hygiene — Update contact information, notes, tasks, and activities in the CRM; ensure consistent digital filing and naming conventions.

• Confidentiality & Compliance — Handle protected information discreetly; follow confidentiality, HIPAA awareness, and firm procedures.

• Team Administrative Support — Provide basic administrative assistance to the owner/agents, including simple spreadsheets and vendor coordination.

Performance Objectives (First 90 Days)

• ≥95% of inbound calls answered during business hours; voicemails returned same business day.

• Office supply system implemented with documented reorder points.

• Client interactions that are consistently documented in the CRM with clear next steps and follow‑ups.

• Office appearance and file organization meet internal audit standards.

Minimum Qualifications

• 1–3+ years of experience in office administration, customer service, or front‑desk operations.

• Professional verbal and written communication skills; polished phone etiquette.

• Proficiency with common office software (email, calendars, basic spreadsheets) and office equipment (scanners/printers).

• Demonstrated reliability, attention to detail, and organizational skills.

• Ability to maintain confidentiality and handle sensitive information appropriately.

Preferred Qualifications

• Experience in insurance, financial services, or a healthcare/medical office (regulated environment).

• Familiarity with Google Workspace and a CRM (e.g., AgencyBloc, HubSpot, Zoho).

• Working knowledge of basic health insurance terminology (deductible, copay, network).

Schedule & Compensation

• Hours: Approximately 20–25 hours per week; daytime schedule (e.g., Mon–Fri, 9:30 a.m.–2:30 p.m.). Some flexibility is possible.

• Growth Path: Opportunity to expand responsibilities and hours based on business needs and performance.

Work Conditions & Requirements

• On‑site, client‑facing role.

• Light physical requirements (e.g., lifting up to ~20 lbs).

• Background check and employment eligibility verification required.

• Compliance with firm policies and procedures.

Equal Employment Opportunity

Invictus Health & Wealth is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status.