Office Manager

Job Summary

The Office Manager will oversee the daily operations of the insurance agency, ensuring efficient office management, operational compliance, and exceptional customer service. This individual will act as a key support to the agency owner by supporting the president and customers, optimizing workflows, and driving organizational success.

Key Responsibilities:

1. Office Management

• Oversee day-to-day administrative functions, including scheduling, correspondence, and office supplies management.

• Maintain organized and efficient office procedures, ensuring adherence to company policies.

• Manage and update agency records, systems, and databases to ensure accuracy and compliance.

2. Operations Oversight

• Monitor and streamline workflows to maximize operational efficiency.

• Collaborate with the agency owner to develop and implement strategies for growth and customer retention.

• Ensure compliance with regulatory requirements and industry standards.

3. Client Relations

• Assist in handling customer inquiries and resolving issues promptly.

• Complete client applications and group forms.

• Develop and maintain positive relationships with clients to support retention and satisfaction.

• Oversee customer service standards, ensuring a seamless client experience.

Qualifications:

• Education:
  Bachelor’s degree in business administration, management, or a related field (preferred).

• Experience:

  • Minimum 35 years of experience in office management, operations, or a similar role.

  • Experience in the insurance industry is highly desirable.

• Technical Skills:

  • Proficiency in office software (Microsoft Office Suite, Google Workspace).

  • Familiarity with insurance management software and CRM platforms preferred..

• Soft Skills:

  • Strong leadership and team-building capabilities.

  • Excellent organizational, multitasking, and problem-solving skills.

  • Outstanding written and verbal communication abilities.

Why Join Us?

• Competitive salary and benefits package.

• Opportunities for professional development and career growth.

• A collaborative work environment where innovation and client focus are valued.