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Office Manager

3 months ago

Rochester, United States Karen Yelder-Beard Insurance Agency Full time
Job DescriptionJob Description

Join Karen Yelder-Beard Insurance Agency, a well-established insurance provider dedicated to serving the Rochester Hills, Michigan community. We take pride in our local roots, offering personalized service and a friendly work environment in our office setting.

As our Office Manager, you will be a key player in ensuring the smooth operation of our agency. You will oversee daily office activities, manage client interactions, and support the team in delivering exceptional service. Your role is pivotal in maintaining our commitment to customer satisfaction and operational efficiency.

If you are someone who thrives in a supportive team environment, values authentic customer relationships, and enjoys being an integral part of a successful agency, we welcome you to join the Karen Yelder-Beard Insurance Agency family. Apply now

Are you looking for a new opportunity? Wed love to hear from you Karen Yelder-Beard Insurance Agency in Rochester HIlls, Michigan, is looking for a talented and driven individual to join our team as a Full-Time Business Development Coordinator. In this role, you will be responsible for working closely with our sales team to identify opportunities for new customers, develop sales strategies, and promote our incredible products and services. If you have previous experience in marketing, business operations, sales, or telemarketing this may be the perfect role for you. Every day youll be using your time management, problem-solving, and attention to detail to achieve sales goals and grow both our business and your career.If this sounds like the right fit for you and you are a self-starter looking to grow into a career, apply today


Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Evenings Off


Responsibilities

Office Operations: Manage the day-to-day office activities, including scheduling, inventory, and administrative tasks.

Customer Service: Ensure exceptional service delivery to clients, addressing inquiries, resolving issues, and processing transactions.

Team Supervision: Lead and guide office staff, providing support, training, and motivation to maintain efficiency and productivity.

Financial Management: Assist in budgeting, invoicing, and financial reporting to support business growth and profitability.

Compliance: Ensure adherence to industry regulations, company policies, and best practices in all office operations.

Develop insurance quotes, make sales presentations, and close sales.

Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.

Process customer policy change requests.

Secure all Trailing Documents from customers.

Treat each customer contact as a cross and up-sell opportunity including financial products.

Share training and education knowledge and expertise with team members.

Maintain knowledge of new products and services.

Prospecting and generating new businessthrough leads & referral sources.


Requirements

Experience: Previous experience in office management or a related field is preferred.

Organizational Skills: Strong organizational abilities with a keen eye for detail and efficiency.

Communication Skills: Excellent verbal and written communication skills to interact with clients and team members.

Leadership Qualities: Ability to lead and motivate a team to achieve common goals.

Customer Focus: Dedication to providing exceptional service and building strong client relationships.

Adaptability: Flexibility to handle a variety of tasks and adapt to changing priorities.

Possess an upbeat, positive and enthusiastic attitude.

Create relationships from a cold start.

Proficiency to multi-task, follow-thru and follow-up.

Excellent Communication/interpersonal skills.

Prior Sales Experience.

Problem-Solving Capabilities.

A Property & Casualty insurance license is required.

Display leadership competencies, including ability to delegate, engage, and inspire others.