What are the responsibilities and job description for the Operations Specialist position at Swarts Manning & Associates?
ABOUT US:
When you join Swarts Manning, you’re not just an employee—you’re part of our close-knit team. As a family-owned, independent insurance agency, we prioritize excellence and creating a welcoming, positive environment. We value integrity, collaboration, and having fun while we work together to provide exceptional service. Our mission is to surpass our own high standards and be the best risk protection group in our regions. We take immense pride in our commitment to our customers, employees, vendors, and communities. Imagine working in a place where personal growth, a sense of belonging, and a friendly atmosphere are the norm. Come join us at Swarts Manning—you’ll feel right at home.
KEY RESPONSIBILITIES:
- Effectively manage and prioritize daily workload to support account managers and ensure the efficient handling of client accounts.
- Quickly adapt to new challenges and changing priorities, demonstrating flexibility in managing multiple tasks and projects simultaneously.
- Collaborate with account managers, producers, and other team members to develop and implement strategies that address client needs and contribute to achieving sales targets.
- Continuously learn and adapt to new technologies and software applications, ensuring efficient management of client accounts.
- Develop a solid understanding of insurance coverages to assist in meeting and exceeding client needs through tailored solutions and informed advice.
- Support the building and management of client relationships through proactive communication and personalized service, helping to ensure high levels of client satisfaction and retention.
- Maintain detailed and organized records of client interactions, policy changes, and other relevant information to ensure accuracy and compliance.
SKILLS AND QUALIFICATIONS:
- P&C licensed or willing to get a license
- Prior office experience preferred, but not required
- Experience with Adobe and Microsoft Office suite (Teams, Outlook, Word, and Excel)
OUR CULTURE:
At Swarts Manning, you'll find a culture that values excellence, collaboration, and integrity. We're not just a company; we're a team that goes above and beyond to provide top-tier service and support. Here, you'll thrive in an environment filled with mutual respect, continuous learning, and a shared commitment to making a positive impact on our communities. Join us, and you'll be part of a vibrant, supportive workplace where your contributions truly matter and your growth is actively nurtured.
EMPLOYEE PERKS:
We know that happy employees are the key to success, so at Swarts Manning, we offer a benefits package designed with your well-being in mind. Enjoy fully paid health insurance for employee, comprehensive dental and vision coverage, 11 paid holidays, and 10 days of starting PTO. Plus, our retirement plan ensures your future is secure. We believe in work-life balance, so you can thrive both at work and in your personal life.
CAREER GROWTH:
At Swarts Manning, we prioritize promoting from within—our employees are always our first choice when new opportunities arise. Your growth is our priority, and we’re committed to your professional development. We offer numerous opportunities for career advancement, continuous learning, and skill enhancement. Whether you're just starting out or looking to take your career to the next level, we provide the resources and support you need to achieve your goals. Our collaborative environment fosters innovation and helps you reach new heights. At Swarts Manning, growing within your career and learning every step of the way is a core part of our philosophy.
