Insurance Office Manager

Role: Insurance Office Manager
Location: San Diego, CA (Point Loma Preferred)
Job Type: Full-Time
Work Arrangement: On-Site
Start Date: ASAP Preferred

We are seeking a highly organized and career-focused Insurance Office Manager to serve as a key operational partner within a growing insurance organization.

This role is responsible for managing daily office operations, maintaining accurate insurance documentation, supporting client service activities, and ensuring efficient administrative workflows.

The ideal candidate will have Property & Casualty (P&C) insurance experience, strong organizational skills, and experience with HawkSoft CRM. This is a long-term career opportunity designed for someone who wants to grow within the insurance industry and build a career over the next 20+ years.

• Manage daily office operations and administrative workflows

• Maintain organized insurance records, files, and documentation

• Prepare and process insurance documents including:

  • Certificates of Insurance (COIs)

  • Client documentation

  • Policy-related paperwork

  • Data entry and record updates

• Perform accurate data input and maintain CRM records

• Support client service activities and respond to inquiries

• Assist with policy changes and insurance documentation requests

• Communicate with clients, carriers, and internal teams

• Maintain organized schedules, correspondence, and office processes

• Support billing-related documentation and administrative activities

• Improve office procedures and maintain efficient workflows

• Ensure compliance with company processes and documentation standards

• Provide reliable day-to-day operational support to leadership

• Property & Casualty (P&C) insurance experience required

• HawkSoft CRM experience strongly preferred

• Strong organizational skills with excellent attention to detail

• Experience managing insurance documents, records, and administrative processes

• Ability to handle a high-volume desk-based role involving:

  • Documentation

  • Data entry

  • Client communication

  • Computer-based workflows

• Strong written and verbal communication skills

• Proficiency with:

  • Microsoft Outlook

  • Microsoft Excel

  • Microsoft Word

• Ability to prioritize multiple responsibilities in a busy insurance office

• Professional, dependable, and detail-oriented work style

• Marine Insurance experience is a strong plus

• Experience working in an insurance agency or brokerage environment

• Experience supporting commercial insurance operations

• Insurance certifications or additional professional training preferred

The ideal candidate is:

• Looking for a long-term insurance career opportunity

• Interested in building deep industry knowledge and expertise

• Organized, dependable, and process-focused

• Comfortable working at a desk all day with phone/headset responsibilities

• Professional and confident communicating with clients and carriers

• Motivated to grow into a critical long-term role within the organization

• Positive attitude with a strong work ethic and good sense of humor

• Competitive compensation based on experience

• Long-term career growth opportunity

• Professional development and insurance industry training