Office Manager

The Office Manager’s goals are to achieve the company’s strategic sales and customer service objectives while working closely with the Sales Agents by coaching and developing them to reach their full potential. They will design and implement sales processes that attract and maintain new or existing customers to our agency through a combination of coaching the staff and personal performance leading by example. The Office Manager “owns” the sales and customer service results of the agency and is responsible for ensuring all goals are exceeded.

The Office Manager will direct and lead in the following areas with the support of the Agency Owner: Process creation / improvement / implementation, technology integration, personnel development, performance and compensation reviews, agency and carrier regulatory compliance, employee relations, sales training, human resources and marketing.

Salary Range: $45000.00 – $80000.00 per year
Benefits

Health Insurance

Competitive Pay

Bonus Opportunities

Paid Time Off (PTO)

Vision Insurance

Weekends Off

Holidays Off

Responsibilities

• Must have prior Property and Casualty Insurance experience.

• Ensure that the Agency exceeds new business and retention goals for both P&C lines and Life & Health policies sold and production credit.

• Manage 100% of the sales and customer service teams with support from the Agency Owner.

• Personal organization (calendar, reminders, tracking systems, etc) and ability to multi-task and manage multiple projects at a time are crucial.

• Maintain a high level of personal energy and enthusiasm to support a positive Agency culture and work environment for team members.

• Clearly communicate and “live” the vision and objectives of the Agency so team members follow and buy-in to what we are working toward and accomplishing together.

• Become a master of all product line coverage options, and features. Know the Risk Management Policies (RMPs). Ability to clearly communicate all to Agency team members and new hires. Ensuring compliance at all times is crucial to writing a lot of (clean and profitable) new business.

• Recruit and train to join the Agency family.

• Onboard and train new Sales and Service Agents working very closely with them to ensure that they have all of the training and support that they need to meet their minimum requirements.

• Create and maintain individual coaching plans for Sales Agent team members for consistent education and development.

• Role-play coaching techniques pre and post sales opportunities. Live coaching and training opportunities are constant and are one of the most important roles in this position.

• Utilize Agency technology such as recorded calls in the VoIP phone system, tracking in the lead management system, notes and activities in the Agency CRM, and more to identify areas of development but also to acknowledge and praise team members who excel in sales and service situations.

• Ensure internal agency tracking systems are in place and accurate

• Delegate and assign tasks and leads to Sales and Service Agents and ensure that they are completed to the Agency’s standards.

• Resolve customer disputes and work closely with the Sales Agents to train and learn from any mistakes.

LICENSE REQUIREMENTS: Must have and maintain a Virginia Property and Casualty (P&C) AND Life and Health (L&H) licenses.

Requirements

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• A Property & Casualty / Life and Health License
• Must be highly self-motivated.
• Professional phone etiquette.
• Display leadership competencies, including ability to delegate, engage, and inspire others.
• Driven and goal-oriented individual.