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

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.

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.