Office Operations Manager

About this role

Office Manager

Job Overview
We are seeking a dedicated and highly organized Office Manager to oversee daily administrative operations of a busy Life and Health Insurance agency and ensure the smooth functioning of our office environment. This role requires excellent communication skills, proficiency in computer literacy, and the ability to manage multiple tasks efficiently. The ideal candidate will serve as a key point of contact for clients and staff, coordinate office activities, and support overall organizational goals.

Responsibilities

• Manage client communication to ensure professional and timely interactions.
• Handle phone communication, including answering inquiries, scheduling appointments, and directing calls appropriately.
• Perform word processing tasks such as drafting correspondence, reports, and other documents.
• Maintain and update spreadsheets for various administrative purposes, including tracking schedules, inventories, or project data.
• Demonstrate strong computer literacy with proficiency in Microsoft Office applications including Word, Excel, and Outlook.
• Coordinate office activities to promote productivity and organization.
• Support staff with administrative needs and facilitate effective communication across departments.
• Oversee office supplies inventory and manage procurement as needed.
• Ensure compliance with company policies and procedures while maintaining a professional office environment.
• Sustain office culture, energy, and accountability
• Operate/conduct daily & weekly team trainings
• Train on products, carriers, underwriting & which carrier to use for different clients
• Push daily/weekly/monthly production goals
• Keep the call floor active, focused, and productive
• Track attendance and participation
• Monitor the scoreboard, timers, goals, and daily production
• Identify agents who are struggling, falling into slumps, or not producing
• Coach agents and help get them back on track
• Assist with deals, objections, ...