Summary :
The Office Lead will oversee the daily operations of our sales office, ensuring a productive and efficient environment for our team of insurance brokers.
This role focuses on managing office functions, supporting team development, and fostering a positive work culture to enhance overall performance.
Key Responsibilities :
Team Leadership :
- Supervise and mentor a team of insurance brokers, providing guidance, training, and performance feedback.
- Conduct regular team meetings to motivate staff and communicate company policies and updates.
Operations Management :
- Oversee daily office operations, ensuring compliance with company policies and regulatory requirements.
- Manage scheduling, workflow, and resource allocation to maximize office efficiency.
Administrative Support :
- Handle administrative tasks, including budget management, resource procurement, and office supplies inventory.
- Coordinate with other departments to ensure smooth operations and effective communication.
Client Relationship Management :
- Assist in maintaining strong relationships with clients, addressing inquiries and concerns as needed.
- Support brokers by providing necessary documentation and resources for client interactions.
Training and Development :
- Organize training sessions for new hires and promote ongoing professional development for the team.
- Stay updated on industry trends, products, and regulations to enhance team knowledge and performance.
Reporting and Analysis :
- Prepare reports on office performance, team productivity, and operational efficiency for management review.
- Identify areas for improvement and implement strategies to enhance overall office effectiveness.
Requirements
Qualifications :
- Bachelor’s degree in Business, Administration, or a related field preferred.
- Minimum 2 years experience in an office management or administrative role, preferably within the insurance industry.
- Previous leadership experience is highly desirable.
- Strong understanding of office operations and regulatory requirements in the insurance field.
- Excellent communication, interpersonal, and organizational skills.
- Proficient in office software and CRM systems.
Skills :
- Leadership and team management
- Organizational and time management
- Problem-solving and decision-making
- Customer service orientation
- Strong attention to detail
Benefits
What We Offer :
- Competitive salary and performance-based incentives.
- Comprehensive benefits package, including health, dental, and vision.
- Opportunities for professional growth and advancement.
- A collaborative and dynamic work environment.
Office Lead - Insurance Brokerage
The Office Lead will oversee the daily operations of our sales office, ensuring a productive and efficient environment for our team of insurance brokers. Minimum [2 years] experience in an office management or administrative role, preferably within the insurance industry. Strong understanding of off...
Office Lead - Insurance Brokerage
The Office Lead will oversee the daily operations of our sales office, ensuring a productive and efficient environment for our team of insurance brokers. Minimum [2 years] experience in an office management or administrative role, preferably within the insurance industry. Strong understanding of off...
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