Office Manager

Senior Planning Center

Portland, ME

About Senior Planning Center

Senior Planning Center is Maine’s leading resource providing Medicare Advantage, Medicare supplements and other related insurance products and services designed to help seniors, specifically those transitioning into retirement. Senior Planning Center represents all the major Medicare health plans. Even though they have agent partners across Maine, its walk-in service locations continue to lead in the growth of new plans and high retention rates. They strive to secure an ongoing and holistic relationship with each of its clients. The help seniors receive at Senior Planning Center is not limited to related insurance services — they also provide referral information about a wide range of resources for seniors from heating assistance to help with elder care. Senior Planning Center is headquartered in Farmington, Maine.

Job Summary

You will be responsible for day-to-day operations, budgeting and maintaining client and staff records. As an office manager, you should demonstrate excellent organizational skills and the ability to perform well in stressful situations. Company Location Managers are required to be Producing Managers and are accountable to meeting all sales goals.

Primary Responsibilities:

• Complete location operational requirements by scheduling and assigning employees; following up on work results

• Maintain location staff by recruiting, selecting, orienting, and training employees

• Maintain location staff job results by coaching, counseling, and disciplining employees, planning, monitoring, and appraising job results

• Identify current and future client requirements by establishing rapport with potential and actual clients and other persons in a position to understand service requirements.

• Secure data by following all HIPAA and CMS Compliance regulations.

• Protect employees and clients by providing a safe and clean location environment. Ensure branding is adequately used and displayed.

• Maintain the stability and reputation of the location by complying with legal requirements.

• Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.

• Maintain operations by coordinating and enforcing program, operational, and personnel policies and procedures.

• Contribute to team effort by accomplishing related results as needed

• Develop a schedule of activities and promotions throughout the year strategically designed to bring in more revenue

• Provide training to improve the knowledge base of the staff and utilize cross-training methods to maintain productivity when employees are absent

• Analyze sales figures and forecast future sales

• Analyze and interpret trends to facilitate planning

• Deal with staffing issues such as interviewing potential staff, conducting appraisals and performance reviews, as well as providing or organizing training and development

• Ensure standards for quality, customer service, and health and safety are met

• Respond to all client complaints and comments.

• Update colleagues on business performance, new initiatives, and other pertinent issues

• Maintain awareness of market trends in the industry, understanding forthcoming client initiatives, and monitor what local competitors are doing

• Initiate changes to improve the business, with approval from leadership, e.g., revising opening hours to ensure the location can compete effectively in the local market.

• Promote the organization locally by liaising with local agencies, providers, newspapers, and the community in general

• Monitor direct reports metrics and productivity.

• Share metrics, statistics and other pertinent data with Stakeholders.

• Maintain consistent and effective communication with executive leadership.

Primary Skills & Requirements:

• A PASSION FOR SERVING SENIORS REQUIRED

• High school diploma or equivalent

• Excellent customer service, presentation, verbal, and written communication skills

• Ability to multi-task and prioritize in a fast-paced environment

• Excellent computer skills and proficiency with MS Office

• Previous insurance or financial experience preferred, but, willing to train the right candidate

Benefits Available

• Medical/Dental/Vision Insurance

• 401(k) Retirement Plan

• Paid Holidays

• PTO

• Community Service PTO

• FSA/HSA

• Life Insurance

• Short-Term and Long-Term Disability

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.