Insurance Office Manager Position
4 weeks ago
ROLE DESCRIPTION:
As an insurance office manager, you will be responsible for overseeing the smooth operation of our insurance office and ensuring that all procedures are followed correctly. Some of your key responsibilities will include:
- Office Management: Overseeing the office's operations, including scheduling meetings and appointments, and organizing the office layout
- Office Systems: Implementing and maintaining office systems and filing procedures to keep documents organized
- Customer Service: Answering phone calls and emails from customers, and directing more specific inquiries to the appropriate department
- Data: Utilizing Dashboards and other Data sources to track office production, goals and
Vendor Negotiations: Managing contract and price negotiations with vendors
Office Supplies: Managing office supplies and inventory
Some skills that are useful for an insurance office manager include: Excellent communication skills, taskmaster, Organizational skills, and Problem-solving skills.
RESPONSIBILITIES:
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Work with the agent to establish and meet marketing goals.
- Maintain a strong work ethic with a total commitment to success each and every day.
- Work alongside your agency's team to ensure successful long-lasting customer relations.
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- Ability to effectively relate to a customer
- Property & Casualty, Life & Health license
- Salary plus commission/bonus 65K -80K depending on experience
- Paid time off for full time licensed employees after 1 year (vacation and personal/sick days)
- Growth potential/Opportunity for advancement within my office
- Flexible work schedule depending on circumstances
- Signing bonus for pre-licensed professionals
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