Job Description

The Office Manager will organize and coordinate office administration and procedures, in order to ensure organizational effectiveness, efficiency and safety.They are responsible for developing intra-office communication protocols, streamlining administrative procedures, inventory control, office staff supervision and task delegation.  

Energetic professional who doesn't mind wearing multiple hats. Experienced in handling a wide range of administrative and executive support related tasks and able to work independently with little or no supervision. Well organized, flexible and enjoy the administrative challenges of supporting an office of diverse people.

BENEFITS Health Insurance

Paid Holidays

Bonus Opportunities

Paid Time Off (PTO)

Weekends Off

Holidays Off

RESPONSIBILITIES

• Process customer policy change requests.
• Complete Evidence of Insurance requests.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Return all phone messages promptly.
• Share training and education knowledge and expertise with team members.
• Generating insurance quotes.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.

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.
• Create relationships from a cold start.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• A Property & Casualty license is preferred but will train good individual.
• Follow through and exceed current and prospective client expectations.
• Great Customer Service Skills.
• Works well with other employees and is a team player with a positive attitude.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Display leadership competencies, including ability to delegate, engage, and inspire others.
• Strong work ethic and leadership skills.
• Bilingual, fluent in both English and Spanish is beneficial.