Office Manager

World Insurance Associates, LLC.

Brentwood, TN

Apply

JOB DETAILS

JOB TYPE

Full-time

SKILLS

Accounting, Administrative Skills, Billing, Brokerage, Campaigns, Communication Skills, Compensation and Benefits, Customer Experience, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Support/Service, Detail Oriented, Employee Benefits, Executive Assistant Skills , Expense Management, Financial Compliance, Financial Operations, Financial Services, Follow Through, Human Resources, Insurance, Leadership, Logistics, Maintain Compliance, Marketing, Microsoft Office, Microsoft Outlook, Multitasking, Office Management, Onboarding, Order Supplies, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Recruiting/Staffing Agency, Regulatory Compliance, Reimbursement, Rentals, Retirement Plan, Risk Management, Salesforce.com, Systems Maintenance, Time Management, Vendor/Supplier Relations, Writing Skills

LOCATION

Brentwood, TN

POSTED

30+ days ago

Company Overview
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Position Summary
We are seeking a proactive, highly organized Office Administrator to serve as the operational backbone of our financial services firm. This individual will manage compliance timelines, expense processes, executive support, client experience initiatives, and day-to-day office operations. The ideal candidate anticipates needs, manages recurring deadlines independently, and ensures the firm runs smoothly and professionally at all times.

Key Responsibilities
Compliance & Financial Operations

Manage monthly and quarterly compliance requirements
Process and reconcile advisor and office expenses (Ramp)
Create and submit monthly rent invoices to accounting

Executive & Team Support

Provide calendar oversight and scheduling support for leadership
Prepare meeting materials in advance of committee meetings
Coordinate weekly team meetings
Assist with external event logistics and leadership initiatives

Client Experience & Marketing Support

Maintain CRM systems (Salesforce, Redtail) with accurate data
Assemble and ship client gifts and birthday cards
Coordinate branded giveaways and promotional materials
Plan and execute annual holiday gifting and card campaigns

Human Resources & Office Operations

Assist with employee onboarding and equipment returns
Support internship hiring processes
Order and manage office supplies and vendor relationships
Maintain office readiness for client and partner visits
Ensure common areas are stocked, organized, and presentable

Qualifications

Exceptional organizational and time management skills
Strong attention to detail and follow-through
Ability to manage multiple priorities and recurring deadlines
Professional written and verbal communication skills
Proficiency with Microsoft Office Suite, including Outlook
Experience with Salesforce and CRM platforms preferred
Experience with expense management systems (Ramp preferred)
Ability to work independently and anticipate operational needs

Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

Compensation
The base salary for this position at the time of this posting may range from $50,000 to $60,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more

#LI-GP1

About the Company

World Insurance Associates, LLC.

Resume Resources

Free Resume Templates Free Resume Builder