Office Manager - State Farm Agent Team Member

About the role

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement.

Responsibilities

• Oversee all front-office activities to ensure an inviting and responsive reception for customers, both in-person and via phone/email.
• Serve as the primary point of contact for client issues, resolving inquiries efficiently and handling complaints with professionalism.
• Monitor and improve key customer service metrics (response times, satisfaction surveys, retention rates, etc.).
• Develop and implement procedures to ensure a seamless client onboarding and renewal process.
• Train staff in best practices for customer service, aiming for consistent, positive experiences.
• Support daily activities of the sales team, assigning leads and tracking progress.
• Create and maintain a positive and motivating environment that inspires the team to meet or exceed sales goals.
• Collaborate with agency leadership to set sales targets and develop strategies to achieve them.
• Identify areas for individual and team improvement; deliver feedback and coaching.
• Manage office schedules, supplies, and ensure compliance with agency procedures and regulations.
• Process and maintain organized client records and documentation in accordance with privacy rules.
• Cookordinator with carriers, vendors, and partners as necessary.
• Manage the upkeep and professional look of the office.

Requirements

• Average salary plus commission/bonus (up to $75,000 base + up to $25,000 commission/bonus - probationary period applies)
• Health stipend
• 401 (k) when qualified
• Paid time off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement within my agency
• Monthly earned unlimited commissions
• Associate’s or Bachelor’s degree preferred; relevant experience considered.
• 3+ years of experience in office management or customer service, with a preference for the insurance industry.
• Proven experience motivating and coaching a team for sales/service performance.
• Excellent communication, organizational, and problem-solving skills.
• Proficient in MS Office; experience with CRM (Salesforce) is required.
• Property and Casualty license (must have currently)
• Life and Health license (must have currently or be willing to take prior to starting)
• State Farm experience - a plus
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting goals/quotas preferred
• Excellent communication skills - written, verbal, and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• Self-motivated
• Proactive in problem-solving
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Passionate about customer service.
• Strong team leader with a positive attitude.
• Detail-oriented, dependable, and adaptable.

Qualifications

• If you already have a resume on Indeed

Skills

• Excellent communication skills - written, verbal, and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• Self-motivated
• Proactive in problem-solving
• Ability to make presentations to potential customers
• Strong team leader with a positive attitude.
• Detail-oriented, dependable, and adaptable.

Benefits

• Health insurance
• Paid time off (vacation and personal/sick days)
• Opportunity for advancement within my agency
• Monthly earned unlimited commissions

Pay

Salary plus commission/bonus (up to $75,000 base + up to $25,000 commission/bonus - probationary period applies)

Schedule

Mon & Fri - 9-5, Tue-Thur 8-6, Sat 8-Noon