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.