Farm Bureau Financial Services ยท 1 day ago
Office Manager
Layton, UT
Full-time
Onsite
Mid Level
$45K/yr - $50K/yrFarm Bureau Financial Services is dedicated to providing a stable and supportive work environment. The Office Manager will be responsible for managing client relationships, ensuring smooth office operations, and fostering a positive team culture.
Financial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Greet clients (in-person, phone, text, email) with an upbeat, professional attitude
Promptly provide proof of insurance and policy summaries when requested by clients or banks
Act as the first line of defense for client questions, troubleshooting issues independently so the owner can focus on high-level growth
Manage the 4-week renewal process, ensuring we contact every client multiple times before their policy renews so they feel valued and protected
Finalize and activate home and auto insurance coverage following strict checklists to ensure 100% accuracy
Monitor our database for missed payments or cancellations, and assist clients with safe-driving apps and discount programs
Manage supplies, mail, and updated lender/bank information
Coordinate team planning days, prepare meeting agendas, and lead the charge in celebrating staff birthdays and milestones
Qualification
Required
Relentless Follow-Through: You don't just start tasks; you see them through to 100% completion
A 'Servant Heart': You genuinely enjoy helping people and making the lives of your teammates easier
Integrity & Ownership: You have a desire to 'own' the client experience and do what is right, even when no one is watching
Self-Starter: You don't wait for a to-do list; you take the initiative when you see things that can be improved
Preferred
Active Property & Casualty License: Preferred, but we are willing to discuss for the right candidate
Benefits
Retirement matching and health benefits (vision, dental, disability, life) available after 90 days.
401(k)
401(k) matching
Paid time off
Company
Farm Bureau Financial Services
Farm Bureau is a insurance company.
Founded in 1939
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Ron Mead, CPCU, LLIF, MBA
Chief Operating Officer
Becky Elming
Talent Acquisition Partner
Company data provided by crunchbase