Insurance Office Manager

Country Financial - Jason Woodside Agency; Pinckneyville (IL); On-site; USD 25,000 - 35,000; Part time

Benefits offered by this job

PTO

Flexible Schedule

Bonus Opportunities

Licensing Assistance

Career Growth Opportunities

Holidays Off

Professional Development

Office Snacks and Coffee

Personal Workspace

Job summary

Country Financial - Jason Woodside Agency provides trusted insurance and financial services and seeks an Insurance Office Manager in Illinois. This hands-on role involves daily operations, client interactions, and processing payments while maintaining an efficient office environment.

The ideal candidate is organized, independent, and comfortable managing multiple priorities to deliver a professional client experience. Flexible hours and opportunities for growth are offered.

Qualifications

• Prior professional experience in insurance or financial services preferred.
• Strong organizational and time management skills.
• Excellent communication and interpersonal abilities.
• High proficiency with Microsoft Office (Outlook, Word, Excel).
• Professional, reliable, and customer-focused demeanor.

Responsibilities

• Oversee daily office operations to ensure smooth workflow.
• Handle incoming calls, emails, and client inquiries.
• Process premium payments and policy changes.
• Schedule client meetings and support the financial advisor.
• Support sales efforts with administrative tasks.
• Ensure a welcoming and professional office environment.

Skills

Organizational skills

Time management

Communication

Interpersonal skills

Microsoft Office

Microsoft Outlook

Excel

Tools

Microsoft Office

Outlook

Word

Excel

Job description

Job Description

Country Financial - Jason Woodside Agency is backed by a company with over 100 years of history and a strong reputation in insurance and financial services. Our local agency has been here since 1992, built on relationships, trust, and personalized guidance. We operate in a client-focused environment with frequent walk-ins and daily customer interaction. Our office plays a critical role in supporting clients with everything from payments to coverage questions. We value reliability, professionalism, and the ability to take ownership of responsibilities in a small, community-driven setting. Employees here love the flexible hours, the great pay, and the ability to make a difference in their community.

We're hiring an Insurance Office Manager to oversee daily operations and serve as the office's primary point of contact for clients. This is a hands-on role where you'll manage customer interactions, process payments, handle policy changes, and keep the office running efficiently. You'll often be the only person in the office, so confidence, independence, and strong decision-making are essential. The right person is highly organized, tech-savvy, and comfortable managing multiple priorities while delivering a professional and welcoming client experience.

This role offers flexibility, stability, and the opportunity to build a long-term career within the insurance and financial services industry.

• Base salary: $25,000-$35,000 (based on experience)
• Part-time: ~30 hours/week (Mon, Tue, Wed, Fri 8:30-4:00, occasional Thursdays)
• Paid time off (PTO), paid holiday, and paid sick leave
• Office snacks and coffee
• Personal workspace

Build a long-term career in a respected, community-focused agency where your role truly matters.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Bonus Opportunities
• Licensing Assistance
• Work-Life Balance
• Holidays Off
• Paid Holidays
• Professional Development
• Advancement Opportunities
• Mentorship
• Continuing Education Opportunities
• Ongoing Training Seminars
• Performance Bonuses
• Team Building Activities
• Equipment Provided
• Office Snacks and Coffee
• Paid Sick Leave
• Personal Workspace
• Active Community Involvement

Responsibilities

• Oversee daily office operations to ensure smooth workflow
• Handle incoming calls, emails, and client inquiries
• Process premium payments and policy changes
• Schedule client meetings and support the financial advisor
• Support sales efforts with administrative tasks
• Ensure a welcoming and professional office environment

Requirements

• Prior professional experience (insurance or financial services preferred)
• Strong organizational and time management skills
• Excellent communication and interpersonal abilities
• High proficiency with Microsoft Office (Outlook, Word, Excel)
• Strong problem-solving skills and attention to detail
• Professional, reliable, and customer-focused demeanor