Licensed Office Manager & Client Service Representative

Roehrich & Damiecki Associates, LLC; Blairstown (NJ); Presencial; USD 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive base salary

Commission splits

Milestone bonuses

Employer-matched 401(k)

Paid vacation

Paid sick leave

Descripción de la vacante

Intuit, Inc. in Blairstown, NJ seeks a Licensed Office Manager & Client Service Representative to support daily office operations and actively grow the agency.

You will be the main contact for clients, ensuring accurate coverage and driving cross-sell opportunities to expand the book of business. The role requires 3+ years in insurance, strong communication, and fluency with AMS systems and Microsoft Office.

Formación

• Active New Jersey and/or Pennsylvania Property & Casualty license.
• Minimum 3 years in insurance customer service, sales, or office management.
• Farm and commercial/business insurance experience is a strong advantage.
• Proven ability to identify sales opportunities and close cross-sales with existing clients.
• Excellent verbal and written communication; translate insurance terms clearly.
• Detail-oriented with strong organizational skills.

Responsabilidades

• Oversee day-to-day agency operations and streamline workflows.
• Review client accounts to identify coverage gaps and drive cross-selling.
• Respond to client inquiries via phone, email, and in-person meetings.
• Assist clients with farm and commercial policies and modify coverage as needed.
• Maintain accurate client records and AMS data.
• Build and maintain long-term client relationships as trusted advisor.
• Identify and resolve client issues to ensure a smooth experience.

Conocimientos

Insurance license

Client service

Sales aptitude

Cross-selling

Office management

Communication skills

Detail-oriented

Tech proficiency

Problem solving

Team player

Herramientas

AMS software

Microsoft Office 365

E-signature platforms

Agency management software

Descripción del empleo

Position Overview:

The Licensed Office Manager & Client Service Representative serves as the operational backbone of our agency, providing critical support to our clients while overseeing daily office functions and actively driving agency growth. This multifaceted role requires prior experience in an insurance setting and involves managing agency workflows, servicing existing accounts, and proactively identifying cross-selling opportunities to expand our book of business. You will be the key point of contact for clients, ensuring their insurance needs are handled with professionalism and accuracy while contributing directly to the agency’s sales goals.

Key Responsibilities:

• Office Management: Oversee day-to-day agency operations, streamline administrative workflows, and maintain a highly organized, professional environment to ensure the office runs efficiently.

• Account Rounding & Cross-Selling: Proactively review existing client accounts to identify coverage gaps, recommend additional policies, and drive revenue through successful cross-selling and account rounding.

• Customer Support: Respond to client inquiries through phone, email, and in-person meetings, providing exceptional customer service and addressing all questions and concerns promptly.

• Policy Management: Assist clients with managing their farm and commercial business insurance policies, including updating and modifying coverage as needed. Ensure all changes are accurate and compliant with company and state regulations.

• Document & System Management: Maintain precise client records, track interactions, and manage organized file backups within the agency management system (AMS).

• Relationship Building: Cultivate and maintain long-term relationships with clients, serving as their trusted advisor to ensure they receive the best possible service and insurance solutions.

• Problem Resolution: Proactively identify, troubleshoot, and resolve client issues, ensuring a positive and seamless experience for each customer.

Qualifications:

• License Requirements: Must hold an active New Jersey and/or Pennsylvania Property & Casualty Insurance license.

• Experience: Minimum of 3 years of experience in an insurance customer service, sales, or office management role is required. Background in farm and commercial/business insurance is a strong advantage.

• Sales Aptitude: Demonstrated ability to identify sales opportunities, confidently recommend tailored coverages, and successfully close cross-sales with existing clients.

• Leadership & Organization: Exceptional organizational skills with the ability to manage office workflows, self-direct daily priorities, and keep agency operations running smoothly.

• Communication Skills: Excellent verbal and written communication skills, with the ability to translate complex insurance terms into easy-to-understand concepts for clients.

• Detail-Oriented: Highly accurate in handling multiple tasks, processing policy changes, and managing sensitive client information.

• Technology: Proficient in navigating agency management software, Microsoft Office 365, e-signature platforms, and standard office technology.

• Problem-Solving: Strong analytical and problem-solving abilities to handle client issues effectively and efficiently.

• Team Player: Highly collaborative with the ability to work alongside agency leadership and other team members to deliver outstanding service.

Compensation & Incentives:

• Competitive Base Salary

• Commission Splits: Generous commission percentages awarded on both newly generated business and policy renewals.

• Milestone Bonuses: Structured performance bonuses available at regular intervals based on achieved sales volume targets and tenure.

• Benefits & Time Off: Includes paid vacation, paid sick leave, and an employer-matched 401(k) program.