Licensed Insurance Office Manager

Job Description

Job Description

State Farm Agency located in Bryn Mawr, PA has an immediate opening for an experience, licensed insurance, Office Manager. This is a full-time, in-office position and requires an active Property and Casualty insurance license. This position requires someone with insurance office experience, State Farm preferred.

Position Overview:

A State Farm Licensed Insurance Office Manager manages the day-to-day operations while also performing core insurance functions, including assisting and managing team members. This role blends leadership and administrative duties with direct client interaction and business growth responsibilities.

Key Responsibilities

• Oversee daily operations: Ensure the office is well-maintained, organized, and running efficiently to meet customer and business needs.
• Staff management: Manage, motivate, train, and supervise team members.
• Establish office procedures and ensure all staff adhere to them, fostering a productive work environment.
• Address routine and non-routine problems within the office and take corrective actions when necessary.
• May be involved in managing budgets, processing daily deposits, and handling payroll and bookkeeping in smaller agencies.
• Sales and marketing: Develop leads, schedule appointments, conduct needs-based interviews, and market appropriate State Farm products and services (auto, home, life, health, business insurance).
• Customer service: Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding policy changes, coverage, billing, and claim submissions.
• Relationship management: Establish strong customer relationships and conduct follow-ups to educate clients about their insurance options and ensure their needs are met.
• Compliance: Ensure that all insurance activities and documentation are compliant with applicable regulations.
• Documentation: Accurately prepare forms and applications and maintain detailed client records.

Required Qualifications & Skills

• Active Licenses: Must hold an active Property & Casualty insurance license; a Life & Health license is often also required or must be obtainable.
• Experience: Prior experience in customer service and sales is necessary, with management experience preferred. Experience with State Farm systems is a huge plus.
• Skills: Strong leadership, communication, organizational, and problem-solving skills are essential.
• Technical Proficiency: Must be proficient in Windows computer applications and capable of managing various office technologies and software.

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.