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Insurance Office Manager

Insurance Office Manager DISC Chart

Job Summary

An insurance office manager oversees all administrative operations at an insurance agency. They implement office policies and filing systems, supervise administrative staff, and screen calls and emails to make sure all claims and customer inquiries are directed to the correct department. Additionally, they perform basic bookkeeping tasks, schedule appointments, make sure employee licenses are renewed, and keep the office stocked with supplies. Insurance office managers work at an insurance agency.

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Personality types of a Insurance Office Manager

Each letter of DISC represents polar personality types with correlating behaviors and characteristics. Learn more about their strengths and weaknesses, how they communicate, and more
D

high D - Problem Solver

Likes to make decisions
I

low I - Supporter

Likes to work on their own
S

high S - Stabilizer

Likes consistency
C

high C - Rule Follower

Likes to follow procedures

Behavioral Qualities for a Insurance Office Manager

Behavioral qualities make people naturally act in a certain way. Utilize people's natural behaviors and strengths at work.
  • Assertive. Comfortable inserting opinion or thoughts.
  • Calm. Restrained and controlled.
  • Dependable. Able to be relied upon.
  • Organized. Structured and methodical.

Motivators for a Insurance Office Manager

Motivators are values that drive people. To retain passionate employees, place people in a role that utilizes their values
  • Political: A drive for authority, to take command. To tend to the political drive, allow them to implement office policies.
  • Regulatory: A drive to maintain order and the status quo. To tend to the regulatory drive, provide clear procedures for them to follow.
  • Theoretical: A drive to learn and gain new knowledge. To tend to the theoretical drive, give them opportunities to learn more about the insurance industry and further develop their management skills.

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