Office Manager
Current- Oversee and guide all office personnel, maintaining exceptional service delivery standards and ensuring client satisfaction.- Developed a Google Sheet CRM to monitor all employee pipelines, ensuring that deadlines are met and providing a visual representation to identify those who may require assistance.- Collaborate with clients to assess their insurance requirements, evaluate alternatives from an extensive carrier portfolio, and deliver a tailored solution to reduce household… Show more - Oversee and guide all office personnel, maintaining exceptional service delivery standards and ensuring client satisfaction.- Developed a Google Sheet CRM to monitor all employee pipelines, ensuring that deadlines are met and providing a visual representation to identify those who may require assistance.- Collaborate with clients to assess their insurance requirements, evaluate alternatives from an extensive carrier portfolio, and deliver a tailored solution to reduce household risk.- Serve as the point of contact between insureds and insurance companies to file claims, resolve financial inquiries and to change coverages as requested.- Provide weekly sales meetings to keep producers informed about industry regulations, company standards, and best quoting practices.- Responsible for overseeing the entire recruitment process for specific roles within the organization, which includes analyzing job requirements, reviewing candidate applications, conducting interviews, making hiring decisions, and facilitating the onboarding of new employees. Show less
