Office Manager
World Insurance Associates, LLC.Brentwood, TN
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Overview
Schedule
Full-time
Career level
Director
Job Description
Company OverviewWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position SummaryWe are seeking a proactive, highly organized Office Administrator to serve as the operational backbone of our financial services firm. This individual will manage compliance timelines, expense processes, executive support, client experience initiatives, and day-to-day office operations. The ideal candidate anticipates needs, manages recurring deadlines independently, and ensures the firm runs smoothly and professionally at all times.Key ResponsibilitiesCompliance & Financial Operations
- Manage monthly and quarterly compliance requirements
- Process and reconcile advisor and office expenses (Ramp)
- Create and submit monthly rent invoices to accounting
- Provide calendar oversight and scheduling support for leadership
- Prepare meeting materials in advance of committee meetings
- Coordinate weekly team meetings
- Assist with external event logistics and leadership initiatives
- Maintain CRM systems (Salesforce, Redtail) with accurate data
- Assemble and ship client gifts and birthday cards
- Coordinate branded giveaways and promotional materials
- Plan and execute annual holiday gifting and card campaigns
- Assist with employee onboarding and equipment returns
- Support internship hiring processes
- Order and manage office supplies and vendor relationships
- Maintain office readiness for client and partner visits
- Ensure common areas are stocked, organized, and presentable
- Exceptional organizational and time management skills
- Strong attention to detail and follow-through
- Ability to manage multiple priorities and recurring deadlines
- Professional written and verbal communication skills
- Proficiency with Microsoft Office Suite, including Outlook
- Experience with Salesforce and CRM platforms preferred
- Experience with expense management systems (Ramp preferred)
- Ability to work independently and anticipate operational needs
Equal Employment OpportunityAt World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing AgenciesWorld does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-GP1
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FAQs About Office Manager Jobs at World Insurance Associates, LLC.
What is the work location for this position at World Insurance Associates, LLC.?
This job at World Insurance Associates, LLC. is located in Brentwood, TN, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at World Insurance Associates, LLC.?
Employer has not shared pay details for this role.
What employment applies to this position at World Insurance Associates, LLC.?
World Insurance Associates, LLC. lists this role as a Full-time position.
What experience level is required for this role at World Insurance Associates, LLC.?
World Insurance Associates, LLC. is looking for a candidate with "Director" experience level.
What is the process to apply for this position at World Insurance Associates, LLC.?
You can apply for this role at World Insurance Associates, LLC. either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.