Exciting Opportunity at AIA Yerkes Insurance in Phoenixville, PA Are you a meticulous, tech-savvy, and driven professional ready to take charge of a dynamic office setting? AIA Yerkes Insurance, LLC, an esteemed name in the insurance field, is in search of a full-time Office Manager to oversee smooth operations, deliver exceptional client service, and promote effective team collaboration. As the Office Manager, you will be responsible for managing office operations, nurturing client relationships, and ensuring the efficient execution of various administrative, marketing, and CRM tasks. Your role will be pivotal in upholding our standards of organization, communication, and productivity, all while supporting a team that prizes excellence and creativity. If you are enthusiastic about spearheading office operations and contributing to the triumph of AIA Yerkes Insurance, we are eager to hear from you! Apply now to become part of a team that cherishes professionalism, commitment, and development. Compensation: • Salary Range $42,000 - $52,000 Paid Time Off Stipend Benefits Responsibilities: • Oversee the work of all team members, ensuring timely and accurate task completion. • Manage and maintain the master client list , ensuring weekly or on-demand updates. • Accurately integrate client data into AMS360 and Ivans systems, tracking payments and ensuring seamless downloads. • Enter and assign leads into Levitate, delegating tasks and meeting deadlines. • Handle house details, consumer reports, and CLUE reports , ensuring readiness for rating. • Send communications such as birthday cards, no-DOB emails, and monthly newsletters. • Prepare and manage monthly sales and productivity reports. • Manage incoming and outgoing mail, including policies, BOPs, and mortgage-related correspondence. • Oversee and update the company website and social media platforms, promoting brand awareness and engagement through campaigns. • Collaborate with TMD on website updates and maintain strong SEO and Google presence. • Deposit checks and handle post office-related tasks. Qualifications: • Relevant experience and knowledge in the insurance industry. • Proven experience in office management or a similar role. • Proficiency in CRM systems (AMS360, Ivans, Levitate, etc.) and social media platforms. • Excellent organizational and multitasking skills. • Strong attention to detail and ability to ensure data accuracy. • Tech-savvy with experience in SEO, Google presence, and website management. • Exceptional communication and interpersonal skills. • Ability to lead and motivate a team while maintaining a collaborative environment. Compensation: $42,000 - $52,000

• Oversee the work of all team members, ensuring timely and accurate task completion. • Manage and maintain the master client list, ensuring weekly or on-demand updates. • Accurately integrate client data into AMS360 and Ivans systems, tracking payments and ensuring seamless downloads. • Enter and assign leads into Levitate, delegating tasks and meeting deadlines. • Handle house details, consumer reports, and CLUE reports, ensuring readiness for rating. • Send communications such as birthday cards, no-DOB emails, and monthly newsletters. • Prepare and manage monthly sales and productivity reports. • Manage incoming and outgoing mail, including policies, BOPs, and mortgage-related correspondence. • Oversee and update the company website and social media platforms, promoting brand awareness and engagement through campaigns. • Collaborate with TMD on website updates and maintain strong SEO and Google presence. • Deposit checks and handle post office-related tasks.