Office Manager for an Independent Insurance Agency

Job Description

Job Description

Brewster Allen Wichert, Inc., a well-established independent insurance agency located in West Islip, NY, is seeking an experienced Office Manager to join our growing team. This position is ideal for a knowledgeable insurance professional who enjoys leadership, mentoring, operational excellence, and delivering outstanding service to clients and team members.

Position Summary

The Office Manager will play a key leadership role in the daily operations of our agency. The successful candidate will possess strong insurance knowledge, excellent organizational skills, and the ability to mentor and support staff while ensuring efficient agency workflows and exceptional customer service.

Qualifications

Active New York State Property & Casualty Insurance License required

Minimum of 5 years of insurance agency experience

Prior management or supervisory experience preferred

Strong understanding of personal and commercial insurance operations

Thorough knowledge of carrier submission procedures, underwriting requirements, and policy processing

Excellent organizational, time management, and problem-solving skills

Strong verbal and written communication abilities

Ability to lead, coach, and mentor team members

Proficiency with agency management systems and Microsoft Office applications

Ability to thrive in a fast-paced, team-oriented environment

Key Responsibilities

Oversee day-to-day operations of the agency office

Supervise and support customer service and administrative staff

Train, mentor, and develop team members to achieve operational excellence

Monitor workflows to ensure timely processing of submissions, endorsements, renewals, certificates, and policy servicing

Review insurance applications and submissions for accuracy and completeness before carrier submission

Maintain strong relationships with insurance carriers and underwriters

Assist in developing and implementing agency procedures and best practices

Ensure compliance with agency standards, carrier requirements, and regulatory guidelines

Support management in achieving service, retention, and growth objectives

Foster a positive, professional, and collaborative office culture

Annual Base Salary + Commission

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Life Insurance

Retirement Plan

What We're Looking For

We are seeking a leader who:

Leads by example

Works well with clients, carriers, and fellow employees

Is highly organized and detail-oriented

Takes initiative and ownership of responsibilities

Enjoys helping others succeed through mentoring and coaching

Understands the importance of teamwork, accountability, and customer service

New York State Property & Casualty Insurance License.

Knowledge of Personal lines and Commercial lines, does not have to be an expert in either line of business just needs to understand the concepts

Worked in the field of insurance either company or agency side

Three or more years of experience managing an independent insurance office.

Familiar with Agency CMS systems

Clear, empathetic communication skills when dealing with clients and staff.

Strong organizational abilities to manage daily agency operations effectively.

Knowledge of carrier portals and submission processes.