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Administrative
Office Manager
Appleton City, MO

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Shelter Insurance

Office Manager/ Insurance Producer

Job Description

Job Summary We are seeking a dynamic and proactive Office Manager/Insurance Producer to lead our administrative operations while driving insurance sales and client engagement. This role offers an exciting opportunity to combine office management expertise with a passion for insurance products, including health, life, property, and casualty coverage. The ideal candidate will excel in customer relationship building, sales administration, and insurance regulation compliance, ensuring a seamless experience for clients and team members alike. Join us to make a meaningful impact by delivering exceptional service and innovative insurance solutions in a fast-paced environment. Responsibilities Oversee daily office operations, including scheduling, correspondence, and administrative support to ensure efficiency and organization. Develop and execute outside sales strategies to attract new clients through networking, telemarketing, and community engagement initiatives. Build strong relationships with clients by providing personalized insurance consultations, understanding their needs, and offering tailored coverage options. Conduct negotiations with prospective clients to secure policies that meet their requirements while maximizing sales opportunities. Manage sales administration tasks such as CRM system updates, policy documentation, benefits administration, and client follow-ups. Maintain comprehensive knowledge of commercial insurance products—including health, life, property, casualty—and stay current on industry regulations and compliance standards. Analyze client data to identify opportunities for cross-selling or upselling insurance products; prepare detailed reports for management review. Collaborate with underwriters and insurance carriers to facilitate policy issuance and claims processing efficiently. Provide exceptional customer service by addressing inquiries promptly, resolving issues effectively, and ensuring client satisfaction at every touchpoint. Qualifications Proven experience in outside sales, retail sales, or telemarketing within the insurance or financial services industry. Strong negotiation skills with the ability to influence decision-making positively. Knowledge of commercial insurance lines including health insurance, life insurance, property casualty insurance, and benefits administration. Familiarity with insurance regulation standards and compliance requirements across different jurisdictions. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM systems for managing client relationships and sales pipelines. Excellent communication skills—bilingual or multilingual abilities are highly desirable—to effectively serve diverse client populations. Strong analysis skills to interpret client data and market trends for strategic decision-making. Customer relationship building expertise coupled with outstanding customer service capabilities. Ability to multitask efficiently in a fast-paced environment while maintaining attention to detail. Join our team as an Office Manager/Insurance Producer where your enthusiasm for sales combined with your organizational prowess will help us grow our community of satisfied clients! We are committed to fostering an inclusive workplace that values your skills and supports your professional development every step of the way.
Pay:
From $35,000.00 per year
Work Location:
In person

Benefits

  • Professional Development
  • Health Insurance
  • Dental Insurance