Office Manager

POSITION SUMMARY

The Office Manager plays a critical role in supporting executive leadership by managing schedules, communications, priorities, and administrative operations with a high degree of professionalism and discretion. This role requires exceptional organization, proactive problem-solving, and the ability to anticipate needs in a fast-paced, growth-oriented environment. The ideal candidate is detail-oriented, dependable, and capable of acting as a trusted extension of the executive team. This role also supports executive visibility into sales and operational performance through CRM interaction, reporting, and cross-functional coordination.

ABOUT THE COMPANY

At Main Line Benefits, we’re transforming the insurance industry by changing the lives of 5,000 agents and protecting 1,000,000 clients. Our team is growing, and we’re looking for motivated professionals to help us build a world-class organization. We believe in helping our employees grow personally, professionally, and financially. Our commitment to your development is matched only by our belief that success starts with building a culture where people thrive. Our core values of being a team player, being an expert, and doing what’s right guide everything we do.

OBJECTIVES

• Manage executive calendars, scheduling meetings, travel, and appointments
• Serve as a primary point of contact between executives and internal teams
• Prepare and organize executive communications, presentations, and reports
• Track action items and ensure deadlines are met across leadership initiatives
• Support CRM-related activities, including data entry, updates, and reporting support
• Compile and distribute sales and performance reports for executive review
• Collaborate with sales teams to ensure accurate information flow and reporting alignment
• Provide reporting data and insights to executive leadership to support decision-making
• Manage and maintain relationships with external vendors and service providers
• Coordinate leadership meetings, offsites, and company events
• Handle confidential information with discretion
• Maintain organized digital and physical filing systems
• Support onboarding and internal processes
• Improve workflows and administrative systems
• Perform other related duties as assigned

COMPETENCIES

• Exceptional organizational and time-management skills
• Strong written and verbal communication
• High level of professionalism and discretion
• Proactive problem-solving ability
• Attention to detail and follow-through
• Ability to manage competing priorities
• Working knowledge of CRM systems and data accuracy best practices
• Ability to work cross-functionally with sales and leadership teams
• Proficiency with productivity tools (Google Workspace, Microsoft Office)
• Collaborative and adaptable mindset

EDUCATION AND EXPERIENCE

• Bachelor’s degree preferred
• 2–5 years of executive or administrative support experience
• Experience supporting senior leadership preferred
• Experience working with CRM systems and sales reporting preferred
• Insurance or financial services experience a plus

WHY YOU’LL LOVE THIS ROLE

• Competitive compensation
• Direct exposure to executive leadership
• Flexible scheduling and hybrid or remote options
• Growth-oriented, mission-driven culture
• Comprehensive benefits and professional development

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Professional development assistance
• Retirement plan
• Vision insurance