Insurance Agency Office Manager

Job Overview

Family-run insurance agency seeking a detail-oriented professional to assist with billing, cancellations, tracking renewals, certificates of insurance (COIs), and other administrative tasks. Some commercial quoting experience is preferred.

We are flexible and happy to accommodate different schedules. Experience with commercial lines is strongly preferred, but the ideal candidate must be highly organized and able to maintain accurate records.

There are no sales requirements; however, commissions on any new business and renewals will be split 50/50.

This is a great opportunity for an experienced professional looking for a better work-life balance in a supportive, family-oriented environment.

Responsibilities

• Track account payables
• Manage bookkeeping and accounting tasks using QuickBooks to ensure accurate financial records and timely bill payments
• Handle renewals, ensuring all commercial and surplus renewal quotes are sent to clients and manage binding process
• Manage agency billed policies
• Distributing COIs
• Tracking agency and producer licenses to ensure none expire
• Preferably handle some commercial quoting and requoting, but not required.
• Answer phone calls, processes payments, resolve billing issues
• Other tasks as they come up, such as helping with audits

Experience

• Must have a P&C license or be willing to acquire one
• Preferably 3 to 5 years of commercial insurance work
• Prior admin role

Skills

• Proficiency in Microsoft Office Suite
• Demonstrated ability to work effectively in a team environment
• Self-directed and highly self-sufficient, able to independently research, problem-solve, and quickly learn new systems and processes
• Strong customer service orientation with excellent communication skills

This position offers the opportunity to be part of a close-knit team that delivers excellent customer service to our clients.

Pay: $25.00 - $45.00 per hour

Benefits:

• 401(k)
• Paid time off

Work Location: Hybrid remote in Media, PA 19063