Office Manager

Company : World Insurance Associates.

Job Type : Full Time

Brentwood, Tn

Number of Applicants

000+

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Job Description - Office Manager

Company Overview
World 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 Summary
We 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 Responsibilities
Compliance & Financial Operations

Manage monthly and quarterly compliance requirements
Process and reconcile advisor and office expenses (Ramp)
Create and submit monthly rent invoices to accounting

Executive & Team Support

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

Client Experience & Marketing Support

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

Human Resources & Office Operations

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

Qualifications

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 Opportunity
At 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 Agencies
World 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.

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About the Company

World Insurance Associates.

Get the most cost-effective personal and business insurance solutions from a team of knowledgeable advisors with access to dozens of markets.

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Office Manager

Job Description - Office Manager

About the Company

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