Office Lead - Insurance Brokerage

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.