Office Manager for our Bay City Agency

Weaver Group Limited; Bay City (MI); Vor Ort; USD 42.000 - 64.000; Vollzeit

Benefits dieser Stelle

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Retirement Plan

Paid Holidays

Zusammenfassung

Weaver Group Insurance Agency in Bay City is seeking a Licensed Office Manager to run the Bay City office, acting as the heart of the agency and ensuring client interactions and administrative tasks flow seamlessly.

You will oversee daily operations, manage records, coordinate appointments, handle communications, prepare documents, process policy changes and applications, and foster a welcoming environment for clients and staff.

Qualifikationen

• High school diploma or equivalent; Associate's or Bachelor's degree preferred.
• Minimum 3-5 years in administrative or office management, preferably in insurance.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Strong organization and time management; excellent written and verbal communication.
• Property & Casualty license required; Life license preferred.

Aufgaben

• Oversee the daily operations of the Bay City agency to ensure smooth workflow, including opening & closing the location.
• Manage agency records, including client files, policy information, and financial data, ensuring accuracy and confidentiality.
• Coordinate and schedule appointments, meetings, for the agency team.
• Handle incoming communications, including phone calls and emails, directing them to the appropriate team members.
• Prepare customer documents, process policy changes, generate quotes, and process insurance policy applications.
• Foster a positive and welcoming atmosphere for clients and team members alike.

Kenntnisse

Organizational skills

Time management

Communication skills

Teamwork

Ausbildung

High school diploma or equivalent

Associate's degree

Bachelor's degree

Tools

Microsoft Office Suite

Jobbeschreibung

Job Description

Weaver Group Insurance Agency is searching for a remarkable, Licensed, Office Manager to run our Bay City Office! This isn't just about keeping things running; it's about being the heart of our agency, ensuring everything from client interactions to administrative tasks flows seamlessly. We’re a team that believes in building strong relationships, both with our clients and within our own ranks. You’ll be instrumental in creating an environment where our clients feel valued and our team can focus on providing top-notch service. If you have a knack for organization, a positive outlook, and are goal oriented, we can't wait to welcome you aboard and help you thrive in our agency!

Benefits

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Hands on Training
• Retirement Plan
• Paid Holidays

Responsibilities

• Oversee the daily operations of the Bay City agency to ensure smooth and efficient workflow, including opening & closing the locaiton.
• Manage agency records, including client files, policy information, and financial data, ensuring accuracy and confidentiality.
• Coordinate and schedule appointments, meetings, for the agency team.
• Handle incoming communications, including phone calls and emails, directing them to the appropriate team members.
• Preparing customer documents, processing policy changes, generating quotes, and processing insurance policy applications.
• Foster a positive and welcoming atmosphere for clients and team members alike.

Requirements

• High school diploma or equivalent; Associate's or Bachelor's degree preferred.
• Minimum of 3-5 years of experience in an administrative or office management role, preferably within the insurance industry.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Ability to work both independently and ask part of a team.
• Strong organizational and time-management skills.
• Excellent written and verbal communication abilities.
• A proactive and detail-oriented approach to tasks.
• Property & Casualty License required. Life License preferred.