Demo

Insurance Agency - Office Manager

Rooney Insurance Agency
Wilbraham, MA Full Time
POSTED ON 1/3/2026
AVAILABLE BEFORE 5/3/2026

Overview
We are seeking a highly organized and proactive Insurance Agency Office Manager to oversee daily operations and ensure the smooth functioning of our agency. The ideal candidate will possess strong administrative, supervisory, and communication skills, with experience in office management within a medical or insurance environment. This role offers an exciting opportunity to lead a dynamic team, manage vendor relationships, and contribute to the growth of our agency through effective office administration and client service excellence.

Responsibilities

  • Manage daily office operations, including front desk duties and multi-line phone systems
  • Oversee scheduling, calendar management, and appointment coordination for staff and clients
  • Supervise administrative staff and coordinate training & development initiatives
  • Handle bookkeeping, payroll, budgeting, and vendor management to ensure financial accuracy and efficiency
  • Maintain filing systems and ensure compliance with recordkeeping standards
  • Assist with human resources functions such as employee onboarding, policy enforcement, and performance management
  • Coordinate event planning activities for agency meetings, client seminars, or community outreach programs
  • Ensure excellent phone etiquette and professional communication with clients, vendors, and team members
  • Support insurance office management tasks as needed to enhance operational workflows

Qualifications

  • P&C InsuranceLicense
  • Proven experience in office management, administrative support, or clerical roles within a professional setting
  • Supervising experience with team management capabilities
  • Proficiency in QuickBooks, budgeting software, and general bookkeeping practices
  • Strong organizational skills with the ability to manage schedules effectively
  • Experience in vendor management, human resources functions, payroll processing, and office administration
  • Excellent communication skills coupled with professional phone etiquette
  • Ability to handle multiple priorities efficiently in a fast-paced environment
  • Prior experience in medical office management or insurance agency operations is preferred but not required
  • Demonstrated ability to lead training & development initiatives and foster a collaborative team environment

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

  • Paid time off
  • Professional development assistance

Work Location: In person

Salary : $50,000 - $60,000

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