Office Manager – The Costa Agency

Location: Denver, CO - in person

Job Type: Full Time

Position Overview:

We are seeking a highly organized and professional Office Manager to join our growing insurance agency. This individual will play a key role in supporting agency operations by managing client communications, coordinating schedules, and ensuring a smooth intake and service experience for our clients. The ideal candidate will be detail-oriented, proactive, and comfortable interacting with clients and agents in a fast-paced environment.

Key Responsibilities:

• Call Intake: Serve as the first point of contact for incoming calls to the agency; professionally greet callers and assess their needs.
• Client Discovery Support: Assist in gathering initial information from new or prospective clients to support the discovery and quoting process.
• Client Routing: Efficiently route clients to the appropriate agent or department based on their needs.
• Service Case Processing: Handle basic service requests such as policy updates, document processing, and general inquiries.
• Calendar Management: Manage calendars and appointment scheduling for agents and agency leadership, ensuring accurate and timely follow-ups.
• Client Follow-Up: Track and follow up on trailing documents, client signatures, and outstanding requirements to keep cases moving forward.

Qualifications:

• Proven experience in office administrative, executive assistant, or customer service role (insurance or financial services experience preferred)
• Excellent verbal and written communication skills
• Strong organizational and time-management abilities
• Tech-savvy with proficiency in office software (e.g., Microsoft Office, Salesforce) and willingness to learn agency-specific platforms
• Ability to handle sensitive information with professionalism and confidentiality
• Self-starter with a customer-first mindset

Preferred Qualifications:

• Experience in an insurance agency or similar client-focused environment
• Familiarity with CRM systems or agency management platforms