What are the responsibilities and job description for the Office Manager - State Farm Agent Team Member position at Alan Wheeler - State Farm Agent?
Benefits:
- 401(k)
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
Position Overview
Job Title: Office Manager – Insurance Office
Job Title: Office Manager – Insurance Office
Location: in-office
Job Type: Full-Time
Reports To: Agency Principal/Owner
Job Type: Full-Time
Reports To: Agency Principal/Owner
We are seeking a proactive, organized, and energetic Office Manager to join our insurance agency. This key role ensures smooth day-to-day operations, oversees the client experience, and fosters a high-performance culture in our sales team. The ideal candidate is passionate about delivering exceptional service, skilled in team motivation, and thrives in a customer-focused environment. Please attach a resume and a cover letter when applying to be considered.
Key Responsibilities
-
Customer Experience Management:
- Oversee all front-office activities to ensure an inviting and responsive reception for customers, both in-person and via phone/email.
- Serve as the primary point of contact for client issues, resolving inquiries efficiently and handling complaints with professionalism.
- Monitor and improve key customer service metrics (response times, satisfaction surveys, retention rates, etc.).
- Develop and implement procedures to ensure a seamless client onboarding and renewal process.
- Train staff in best practices for customer service, aiming for consistent, positive experiences.
-
Sales Team Leadership & Motivation:
- Support daily activities of the sales team, assigning leads and tracking progress.
- Create and maintain a positive and motivating environment that inspires the team to meet or exceed sales goals.
- Coordinate regular team meetings to share updates, recognize achievements, and provide product and sales training.
- Collaborate with agency leadership to set sales targets and develop strategies to achieve them.
- Identify areas for individual and team improvement; deliver feedback and coaching.
-
Office Administration:
- Manage office schedules, supplies, and ensure compliance with agency procedures and regulations.
- Process and maintain organized client records and documentation in accordance with privacy rules.
- Coordinate with carriers, vendors, and partners as necessary.
- Manage the upkeep and professional look of the office
As an Agent Team Member, you will receive...
- Salary plus commission/bonus (up to $75,000 base up to $25,000 commission/bonus - probationary period applies)
- Health stipend
- 401 (k) when qualified
- Paid time off (vacation and personal/sick days)
- Valuable experience
- Growth potential/Opportunity for advancement within my agency
- Monthly earned unlimited commissions
Desired Qualifications:
- Associate’s or Bachelor’s degree preferred; relevant experience considered.
- 3 years of experience in office management or customer service, with a preference for the insurance industry.
- Proven experience motivating and coaching a team for sales/service performance.
- Excellent communication, organizational, and problem-solving skills.
- Proficient in MS Office; experience with CRM (Salesforce) is required.
- Property and Casualty license (must have currently)
- Life and Health license (must have currently or be willing to take)
- State Farm experience - a plus
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting goals/quotas preferred
- Excellent communication skills - written, verbal, and listening
- Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
- Self-motivated
- Proactive in problem-solving
- Ability to make presentations to potential customers
- Achieve mutually agreed upon marketing goals
Key Attributes:
- Passionate about customer service.
- Strong team leader with a positive attitude.
- Detail-oriented, dependable, and adaptable.
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.
Salary : $75,000 - $100,000