Office Manager/CSR

BAHR INSURANCE AGENCY INC

Office Manager/CSR

California, MD
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    Company parties

    Opportunity for advancement

    Training & development

    401(k) matching

    Bonus based on performance

    Benefits/Perks

    Careers Advancement Opportunities

    Flexible Scheduling

    Competitive Compensation

    Job Summary

    The Office Manager is highly organized and detail-oriented with strong multitasking skills. The Office Manager has the ability to prioritize tasks for the most efficient use of time while being able to keep deadlines. This position requires a high level of integrity, confidentiality, and maturity. Naturally driven to coach, mentor, and build strong working teams.

    Responsibilities

    Perform clerical, administrative, and secretarial responsibilities

    Coordinate staff activities to ensure maximum efficiency

    Maintain a safe and secure working environment

    Ensure filing systems are maintained and current

    Monitor procedures for record-keeping

    Ensure security, integrity, and confidentiality of data

    Oversee adherence to office policies and procedures

    Analyze and monitor internal processes

    Implement procedural and policy changes to improve operational efficiency

    Prepare operational reports and schedules to ensure efficiency

    Coordinate schedules, appointments, and bookings

    Monitor and maintain office supplies inventory

    Review and approve office supply acquisitions

    Service existing client accounts, maintaining strong client relationships

    Communicate effectively with clients to assess their insurance needs and offer tailored solutions

    Sell diverse insurance policies to individuals and businesses

    Provide prompt and effective customer service, addressing inquiries and resolving issues

    Collaborate with team members to meet sales targets and achieve company goals

    Qualifications

    Preferably a Maryland Personal & Casualty License. If not, required to obtain within first 60 days of employment.

    Excellent planning and organizational skills with strong attention to detail

    Must have the ability to multitask and prioritize

    Ability to prioritize multiple projects and adjust workload accordingly; time management critical

    Must possess the ability to delegate authority and responsibility

    Ability to maintain a high level of confidentiality

    Ability to act and operate independently to accomplish objectives and the ability to work within a team

    Exceptional problem-solving, analysis, and assessment with the ability to make good business decisions

    Excellent communication and interpersonal skills with the ability to foster effective working relationships

    High level of professionalism

    Highest level of integrity