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Job Description Help for Job Description. Opens a new window. Licensed 2-20

Office Manager & Agency Growth Specialist Ensure Financial Group Position Type:

Full-Time Schedule:

Monday-Friday | 9:00 AM-5:00

PM Location:

Ensure Financial Group License Required:

Florida 2-20

General Lines License Education:

Bachelor's Degree Required Experience:

Minimum 2 Years of Insurance Experience About Ensure Financial Group Ensure Financial Group is a growing insurance and financial services organization committed to helping individuals and families protect what matters most. We are building a team of motivated professionals who are passionate about insurance, client relationships, business development, and creating long-term financial opportunities. We are seeking a Licensed 2-20 Office Manager & Agency Growth Specialist to play a key role in the day-to-day operations, productivity, marketing, and continued growth of our agency. This is more than an administrative position. The ideal candidate will be a strategic, organized, and results-driven insurance professional who can help our team operate efficiently while creating new opportunities for agents and clients. The Opportunity As the Office Manager & Agency Growth Specialist, you will serve as a central part of our agency's operations. You will help monitor agent productivity, maintain reporting systems, support client marketing initiatives, develop lead-generation opportunities, and help create an environment where our agents can succeed. This position is ideal for someone who enjoys insurance, leadership, organization, marketing, technology, and business development and wants the opportunity to grow with a developing agency. Key Responsibilities Agent Productivity & Performance Maintain tracking systems to monitor agent activity, productivity, sales performance, follow-ups, and lead conversion Prepare weekly and monthly productivity reports for management Monitor agent goals and identify opportunities for improvement Help ensure agents are consistently following up with prospects and existing clients Maintain organized lead and client databases Track appointments, quotes, applications, sales, and other key performance indicators Assist management with identifying trends and opportunities to improve agency performance Business Development & Lead Generation Develop creative strategies to generate new insurance leads and business opportunities Research and identify potential referral partnerships and community networking opportunities Assist in developing campaigns designed to attract new clients Help agents maximize existing leads and client relationships Identify opportunities to cross-sell and introduce additional insurance products Support initiatives designed to increase client retention and referral business Client & Email Marketing Create and coordinate professional email marketing campaigns Develop client communication strategies for existing and prospective clients Assist with newsletters, promotional campaigns, educational content, and agency announcements Maintain client marketing lists and databases Help create campaigns around home, auto, life, and other insurance solutions Monitor campaign engagement and provide reports on results Agency Operations Oversee daily office operations and help maintain an organized, productive work environment Assist agents with systems, processes, and workflow Maintain accurate agency records and reporting Help implement and improve systems designed to increase efficiency Coordinate meetings, training, team activities, and performance reviews Serve as a communication bridge between management, agents, and clients Assist with onboarding and training new team members Client Experience Help ensure clients receive timely and professional communication Assist with client follow-up and retention initiatives Identify opportunities to improve the overall client experience Help maintain strong relationships with existing clients Promote a culture centered around professionalism, responsiveness, and client care Required Qualifications Active Florida 2-20 General Lines Agent License Bachelor's degree from an accredited college or university Minimum 2 years of insurance industry experience Strong understanding of personal lines insurance preferred Excellent verbal and written communication skills Strong organizational and time-management abilities Comfortable working with spreadsheets, databases, CRM systems, and reporting tools Experience with email marketing or digital marketing preferred Strong attention to detail Ability to analyze productivity data and create clear reports Self-motivated and able to manage multiple priorities Professional, positive, and team-oriented attitude The Ideal Candidate We're looking for someone who sees the big picture. You may be a successful insurance agent who is ready to take the next step into leadership. You may have a passion for marketing and business development. Or you may simply be the person on the team who naturally creates organization, holds people accountable, solves problems, and finds ways to make the business better. If you are someone who can look at a spreadsheet and identify an opportunity, look at a client list and create a marketing campaign, or look at an agent's numbers and determine how to help them improve, this role may be for you. Why Join Ensure Financial Group? At Ensure Financial Group, we're building more than an insurance agencywe're building a growth-minded team where talented professionals can make an impact. As part of our team, you'll have the opportunity to: Work a consistent 9 AM-5 PM schedule Play a key role in the growth of a developing insurance organization Develop leadership and management experience Use both your insurance knowledge and business skills Help build systems and processes that make an agency more successful Develop marketing and lead-generation strategies Work alongside motivated insurance professionals Build valuable experience in agency operations and business development Have a direct impact on agent productivity and agency growth Grow professionally as the company expands Position Summary The Licensed 2-20 Office Manager & Agency Growth Specialist will be a key contributor to the success of Ensure Financial Group by combining insurance expertise, operational leadership, marketing, data tracking, and business development. We're looking for someone who is organized, ambitious, creative, and ready to help take an insurance agency to the next level. If you have the license, the experience, the degree, and the mindset to help build something bigger. We want to hear from you. Apply today and become part of the next chapter of Ensure Financial Group.