Tate Secrist - Farm Bureau
Office Manager
Job Overview
The Tate Secrist Agency is a thriving Farm Bureau Agency in North Ogden, UT, committed to providing top-tier insurance solutions with a strong focus on client relationships. We are seeking a motivated and results-driven Office Manager to oversee daily operations, lead our team, and enhance both employee and client experiences. This role is ideal for someone with strong sales skills, leadership experience, and a passion for training and development.
Position Overview
As the Office Manager, you will play a critical role in the agency’s success by managing office employees, ensuring seamless daily operations, and driving business growth. This position requires a strong sales acumen and a proactive approach to team training, onboarding, and performance development.
Salary Range: $50,000.00 - $60,000.00 per year
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Dental Insurance
Mon-Fri Schedule
Evenings Off
Hands on Training
Requirements
Qualifications & Skills
✔ Previous experience in office management, administration, or a leadership role
✔ Proven ability to train, mentor, and develop employees.
✔ Excellent organizational, problem-solving, and multitasking skills.
✔ Strong verbal and written communication abilities.
✔ Proficiency in Microsoft Office, CRM systems, and office software.
✔ Customer service-oriented mindset with the ability to handle inquiries professionally.
Why Join Us?
- Opportunity to lead and develop a high-performing team.
- Supportive work environment with room for professional growth.
- The chance to play a pivotal role in agency success and community impact.
Responsibilities
Office Operations & Leadership
- Oversee daily office functions to ensure efficiency and productivity.
- Implement and improve operational procedures and office workflows.
- Foster a positive, high-performing work environment.
Sales & Business Development
- Utilize strong sales skills to support agency growth and client retention.
- Assist in developing sales strategies and coaching team members on effective sales techniques.
- Help set and track sales goals to ensure the agency meets its targets.
Training & Employee Development
- Lead agency training efforts, ensuring staff stays knowledgeable and confident in insurance products and sales techniques.
- Oversee the onboarding process for new employees, ensuring a smooth transition into the agency.
- Provide ongoing mentorship, performance feedback, and development opportunities for staff.
Client Relations & Customer Service
- Ensure a high level of client satisfaction by handling policy questions and service requests.
- Assist with client onboarding, renewals, and claims processing as needed.
Compliance & Licensing
- Maintain accurate records, documentation, and compliance with industry regulations.
- Assist with financial transactions, billing, and reporting as required.
- Property & Casualty & Life/Health licenses are not mandatory to apply, but must be obtained within 60 days of employment.