Office Manager (Licensed in Property & Casualty Insurance)
Job Description
Job Description
About Us:
At Phillip R. Davis Insurance Agency, we've been serving the Portage community and surrounding areas with trusted, personalized insurance solutions for years. As an independent, family-run agency, we believe in treating our clients like neighbors because they are. Whether we're helping protect a family's first home, a growing local business, or someones classic car, we do it with integrity, care, and a strong sense of community pride.
About the Role:
Were looking for a licensed and experienced Office Manager to lead our day-to-day operations and help ensure our clients continue to receive the top-tier service were known for. This person will be central to everything we do keeping things organized, supporting our agents and staff, and helping clients with their insurance needs. If you're someone who takes initiative, stays cool under pressure, and enjoys being part of a tight-knit team, we'd love to talk to you.
Pay range is based off of experience and has bonus opportunities available such as profit-sharing based on office performance.
Were excited to meet someone whos ready to roll up their sleeves, take ownership, and help us continue to serve the Portage community with pride.
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Parental Leave
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Responsibilities
Oversee daily office operations to ensure everything runs efficiently and professionally.
Support and mentor staff with day-to-day workflow, training, and guidance.
Serve as a reliable, friendly point of contact for client service needspolicy changes, billing, claims assistance, and more.
Help producers with quoting, policy delivery, and follow-up communications.
Keep our agency management system organized and accurate.
Maintain compliance with insurance regulations and agency standards.
Build strong relationships with carrier partners and vendor contacts.
Requirements
An active Property & Casualty license (required).
3+ years of experience in the insurance industry (office leadership or supervisory experience preferred).
A working knowledge of both personal and commercial lines.
Strong communication skills, attention to detail, and a solutions-first mindset.
Familiarity with agency management systems and basic office tech (Microsoft Office, email tools, etc.).
A positive attitude, team-oriented spirit, and a commitment to exceptional client service.
Bonus points if you know your way around Portage and love being part of a local business community!