Insurance Office Manager

Job Description

Job Description

Role: Insurance Office Manager
Location: San Diego, CA ( Point Loma Preferred )
Job Type: Full-Time
Work Arrangement: On-Site
Start Date: ASAP Preferred

We are seeking a highly organized and career-focused Insurance Office Manager to serve as a key operational partner within a growing insurance organization.

This role is responsible for managing daily office operations, maintaining accurate insurance documentation, supporting client service activities, and ensuring efficient administrative workflows.

The ideal candidate will have Property & Casualty (P&C) insurance experience , strong organizational skills, and experience with HawkSoft CRM . This is a long-term career opportunity designed for someone who wants to grow within the insurance industry and build a career over the next 20+ years.

• Manage daily office operations and administrative workflows

• Maintain organized insurance records, files, and documentation

• Prepare and process insurance documents including:

  • Certificates of Insurance (COIs)

  • Client documentation

  • Policy-related paperwork

  • Data entry and record updates

• Perform accurate data input and maintain CRM records

• Support client service activities and respond to inquiries

• Assist with policy changes and insurance documentation requests

• Communicate with clients, carriers, and internal teams

• Maintain organized schedules, correspondence, and office processes

• Support billing-related documentation and administrative activities

• Improve office procedures and maintain efficient workflows

• Ensure compliance with company processes and documentation standards

• Provide reliable day-to-day operational support to leadership

• Property & Casualty (P&C) insurance experience required

• HawkSoft CRM experience strongly preferred

• Strong organizational skills with excellent attention to detail

• Experience managing insurance documents, records, and administrative processes

• Ability to handle a high-volume desk-based role involving:

  • Documentation

  • Data entry

  • Client communication

  • Computer-based workflows

• Strong written and verbal communication skills

• Proficiency with:

  • Microsoft Outlook

  • Microsoft Excel

  • Microsoft Word

• Ability to prioritize multiple responsibilities in a busy insurance office

• Professional, dependable, and detail-oriented work style

• Marine Insurance experience is a strong plus

• Experience working in an insurance agency or brokerage environment

• Experience supporting commercial insurance operations

• Insurance certifications or additional professional training preferred

The ideal candidate is:

• Looking for a long-term insurance career opportunity

• Interested in building deep industry knowledge and expertise

• Organized, dependable, and process-focused

• Comfortable working at a desk all day with phone/headset responsibilities

• Professional and confident communicating with clients and carriers

• Motivated to grow into a critical long-term role within the organization

• Positive attitude with a strong work ethic and good sense of humor

• Competitive compensation based on experience

• Long-term career growth opportunity

• Professional development and insurance industry training

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.