Office Manager - Lake Forest - ref. o3603619

apartmentRobert Half placeLake Forest calendar_month 
We are in search of an Office Manager to join our team located in Lake Forest, California. This role mainly involves overseeing the daily operations of our insurance agency, managing staff performance, and maintaining efficient communication and organization within the office.

This is a contract to hire employment opportunity and does not require relocation as the office is based in Lake Forest, California.

Responsibilities:

  • Oversee and manage day-to-day operations to ensure smooth functioning of the office
  • Monitor staff performance and ensure that key metrics and goals are being met
  • Support the team with administrative tasks and ensure compliance with company policies
  • Assist in training and onboarding new employees, providing guidance where necessary
  • Maintain a professional office environment, ensuring all tasks are completed efficiently
  • Communicate regularly with leadership to update them on office activities and employee performance
  • Handle scheduling, meetings, and office communications
  • Manage office supplies and administrative resources to ensure all needs are met
  • Utilize accounting software systems, CRM, and Dentrix Dental Software for efficient office management
  • Use AMS360 for managing insurance agency operations and brokerage.
  • Proficiency in using Accounting Software Systems
  • Familiarity with ADP - Financial Services
  • Experience with Concur software
  • Proficiency in using Customer Relationship Management (CRM) systems
  • Knowledge of Dentrix Dental Software
  • Experience with About Time software
  • Understanding of Accounting Functions
  • Proficiency in managing Accounts Payable (AP) and Accounts Receivable (AR)
  • Experience in answering inbound calls
  • Knowledge of AMS360 software
  • Experience in an Insurance Agency or Insurance Brokerage environment
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