Operations & Office Manager

The Operations & Office Manager will help lead the daily rhythm of the agency.

This role is designed for someone who can manage details, improve processes, support team accountability, and help create structure as the agency grows.

The right person will be comfortable wearing multiple hats, solving problems, improving systems, and keeping the office moving in the right direction.

This is an important leadership support role. The goal is to help the agency operate with consistency, professionalism, and excellence.

Responsibilities

The Operations & Office Manager will be responsible for:

• Managing daily office workflow and task coordination
• Supporting agency leadership with operational planning and execution
• Helping build, document, and improve agency processes
• Monitoring follow-up, service tasks, and internal deadlines
• Supporting team accountability and communication
• Assisting with onboarding and training new team members
• Helping manage carrier paperwork, appointments, licensing, and compliance-related tasks
• Overseeing administrative systems and office organization
• Helping ensure client service standards are being followed
• Supporting CRM and agency management system consistency
• Preparing reports related to sales activity, pipeline, retention, and office workflow
• Helping create a positive, professional, and productive office environment
• Acting as a key point of contact for internal operations and problem-solving

What Success Looks Like

Success in this role means the agency operates more smoothly, systems are followed, tasks do not fall through the cracks, and the owner is freed up to focus on growth, relationships, and leadership.

This person helps make sure the business does not live entirely inside one person’s head.

Ideal Candidate

The right person for this role is:

• Organized and proactive
• Comfortable managing multiple moving pieces
• A clear communicator
• Process-minded
• Calm under pressure
• Able to hold people accountable respectfully
• Good at solving problems
• Professional and trustworthy
• Comfortable with technology and systems
• Interested in helping build a growing local business

Preferred Qualifications

• Previous office management, operations, insurance, banking, financial services, or professional office experience preferred
• Property & Casualty insurance license preferred, or willingness to obtain
• Experience with CRM systems, task management systems, Microsoft Office, Teams, or agency management software is a plus
• Strong communication and organizational skills
• Ability to handle confidential client and business information professionally
• Leadership or team coordination experience preferred

Preferred Education

A college degree is strongly encouraged, especially in business administration, management, operations, communications, finance, risk management, insurance, or a related field.

Candidates without a degree may still be considered if they have strong office management, operations, leadership, or professional administrative experience.

Schedule and Location

This is an in-office position based in Clayton, NC.

Regular schedule is Monday through Friday during normal business hours.

This is not a remote position.

Compensation

Compensation will be based on experience, licensing, leadership ability, and role fit.

This position may be hourly or salary depending on experience and final role structure.

Benefits and Growth Opportunities

Benefits may include:

• Paid time off
• Paid holidays
• Licensing support
• Professional development
• Bonus opportunities depending on role and performance
• Growth opportunities as the agency expands

This role has strong growth potential as the agency continues to build out its team, systems, and long-term structure.

This Role May Not Be a Fit If…

This role may not be the best fit for someone who waits to be told every next step, avoids responsibility, dislikes process, or struggles with accountability.

We need someone who can see what needs to be done, help organize it, and move things forward.

This is a growing small business environment. The right person will be comfortable learning, adapting, improving systems, and helping where needed.

How to Apply

To be considered, please submit your resume and a short note answering this question:

Tell us about a time you improved a process, organized a workflow, or helped a team run more smoothly.

Please do not call the office regarding this position or application status. Our team is focused on serving clients during business hours, and qualified applicants will be contacted directly for next steps.

Hiring Process

Selected candidates may be invited to complete a brief phone screening, followed by an in-person interview at our Clayton office.

Final candidates may be asked to complete a short role-specific exercise to help us better understand communication style, organization, and fit.

We are hiring for multiple roles. If this position sounds close but not quite right, please see our other openings for:

• Sales & New Business Producer
• Client Service & Admin Coordinator