Office Manager - State Farm Agent Team Member

Office Manager

We are seeking a proactive, organized, and energetic Office Manager to join our insurance agency. This key role ensures smooth day-to-day operations, oversees the client experience, and fosters a high-performance culture in our sales team. The ideal candidate is passionate about delivering exceptional service, skilled in team motivation, and thrives in a customer-focused environment.

Key Responsibilities

• Customer Experience Management :
  • Oversee all front-office activities to ensure an inviting and responsive reception for customers, both in-person and via phone/email.
  • Serve as the primary point of contact for client issues, resolving inquiries efficiently and handling complaints with professionalism.
  • Monitor and improve key customer service metrics (response times, satisfaction surveys, retention rates, etc.).
  • Develop and implement procedures to ensure a seamless client onboarding and renewal process.
  • Train staff in best practices for customer service, aiming for consistent, positive experiences.
• Sales Team Leadership & Motivation :
  • Support daily activities of the sales team, assigning leads and tracking progress.
  • Create and maintain a positive and motivating environment that inspires the team to meet or exceed sales goals.
  • Coordinate regular team meetings to share updates, recognize achievements, and provide product and sales training.
  • Collaborate with agency leadership to set sales targets and develop strategies to achieve them.
  • Identify areas for individual and team improvement; deliver feedback and coaching.
• Office Administration:
  • Manage office schedules, supplies, and ensure compliance with agency procedures and regulations.
  • Process and maintain organized client records and documentation in accordance with privacy rules.
  • Coordinate with carriers, vendors, and partners as necessary.
  • Manage the upkeep and professional look of the office

Desired Qualifications

• Associate's or Bachelor's degree preferred; relevant experience considered.
• 3+ years of experience in office management or customer service, with a preference for the insurance industry.
• Proven experience motivating and coaching a team for sales/service performance.
• Excellent communication, organizational, and problem-solving skills.
• Proficient in MS Office; experience with CRM (Salesforce) is required.
• Property and Casualty license (must have currently)
• Life and Health license (must have currently or be willing to take)
• State Farm experience - a plus
• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting goals/quotas preferred
• Excellent communication skills - written, verbal, and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• Self-motivated
• Proactive in problem-solving
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals

Key Attributes

• Passionate about customer service.
• Strong team leader with a positive attitude.
• Detail-oriented, dependable, and adaptable.

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $75,000.00 - $100,000.00 per year

Do you want to work with someone who will help you achieve YOUR goals?

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. If you want to work in an environment that is fun, challenging, and rewarding, then Alan Wheeler - State Farm Agent may be the right fit for you! If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss our career opportunity. Come work with an energetic, fun team at Alan Wheeler - State Farm Agent!

About Our Agency

• We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
• Our office is located in Brooklyn.
• Our office is open Mon & Fri - 9-5, Tue-Thur 8-6, Sat 8-Noon.
• I have been a State Farm agent since 1995.
• I am a proud graduate of St' John's Law School.
• Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, Crystal Excellence Award, Silver Scroll, Golden Triangle, and Bronze Tablet
• Additional languages spoken: Spanish

If you want a career, not a job, then we encourage you to apply.

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.