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insurance office manager

A professional who directs and coordinates activities of branch or district office of insurance company, agency or insurance brokerage firm. Responsibilities include:

  • Hires and trains workers in performing activities, such as selling insurance, processing insurance claims, or underwriting.
  • Reviews activity reports to ensure that personnel have achieved sales quotas, processed claims promptly, or credited collections to policyholders' accounts.
  • Confers with company officials to plan and develop methods and procedures to increase sales, lower costs, and obtain greater efficiency.
  • Interprets, implements, and enforces company policies.
  • Prepares and submits activity reports.
  • May reconcile earned commissions with commission advances on sales personnel.
  • May be designated according to type of office managed as District Branch Manager; District Claims Manager; District Sales Manager; Manager, Farm Underwriters; Manager, Field Underwriters; Manager, Insurance Agency.
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