Licensed Insurance Office Manager in Lower Merion Township, Pennsylvania at StaffMyAgency LLC

A State Farm Licensed Insurance Office Manager manages the day-to-day operations while also performing core insurance functions, including assisting and managing team members. This role blends leadership and administrative duties with direct client interaction and business growth responsibilities.

• Oversee daily operations: Ensure the office is well-maintained, organized, and running efficiently to meet customer and business needs.
• Staff management: Manage, motivate, train, and supervise team members.
• Establish office procedures and ensure all staff adhere to them, fostering a productive work environment.
• Address routine and non-routine problems within the office and take corrective actions when necessary.
• May be involved in managing budgets, processing daily deposits, and handling payroll and bookkeeping in smaller agencies.
• Sales and marketing: Develop leads, schedule appointments, conduct needs-based interviews, and market appropriate State Farm products and services (auto, home, life, health, business insurance).
• Customer service: Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding policy changes, coverage, billing, and claim submissions.
• Relationship management: Establish strong customer relationships and conduct follow-ups to educate clients about their insurance options and ensure their needs are met.
• Compliance: Ensure that all insurance activities and documentation are compliant with applicable regulations.
• Documentation: Accurately prepare forms and applications and maintain detailed client records.

• Active Licenses: Must hold an active Property & Casualty insurance license; a Life & Health license is often also required or must be obtainable.
• Experience: Prior experience in customer service and sales is necessary, with management experience preferred. Experience with State Farm systems is a huge plus.
• Skills: Strong leadership, communication, organizational, and problem-solving skills are essential.
• Technical Proficiency: Must be proficient in Windows computer applications and capable of managing various office technologies and software.