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Role Description

The Manager of Operations-Level Funded Quoting is responsible for leading the Level-Funded quoting function within the Level-Funded Center of Excellence. This role ensures accurate, timely, and compliant delivery of Level-Funded quotes across multiple carriers and markets while maintaining high standards of quality, consistency, and service.

• Provide day-to-day leadership to Level-Funded Quoters
• Drive standardization of quoting practices
• Partner closely with Workforce Analyst, Sales, Underwriting, and Carrier partners

Qualifications

• High school diploma or equivalent required
• Prior leadership experience in group benefits quoting, underwriting, or specialty insurance operations
• Strong knowledge of Level-Funded, self-funded, or alternative funding arrangements
• Experience managing quoting workflows across multiple carriers and markets
• Proficiency with CRM and quoting systems, preferably Salesforce
• Excellent communication and stakeholder management skills
• Strong analytical and problem-solving abilities
• Relevant coursework or certifications in business, operations or insurance preferred
• 3-5+ years of experience in employee benefits, health insurance, or 5+ years in a related area within the insurance industry ideally in quoting, underwriting or service delivery functions
• 3-5+ years in operations with proven experience leading teams or overseeing day-to-day activities
• Proven experience managing team operations and client-facing service delivery
• Working knowledge of workforce planning and resource allocation to meet performance standards and support departmental objectives
• Prior experience managing on-site, remote, seasonal and external vendor staff preferred
• Strong organizational and critical thinking skills to manage team priorities, resolve moderately complex issues and ensure operational continuity
• Communicates effectively across functions and provides coaching to support team performance and collaboration
• Demonstrated ability to lead and deliver multiple customer-focused projects while balancing cost, timelines and resource constraints
• Proven ability to foster employee engagement and support development through regular feedback, performance management and team-building efforts
• Proficient in the use of CRM, automation tools and business intelligence (BI) dashboards to monitor team performance and drive operational efficiency
• Experience scaling or operating within a Center of Excellence model preferred

Requirements

• Proven people leader with the ability to motivate, coach, and develop technical talent
• Comfortable making decisions in complex and fast-paced environments
• Balances speed, accuracy, and risk in operational decision-making
• Builds trust and credibility across teams through consistency and expertise
• Leads with accountability, clarity, and a continuous improvement mindset
• Maintains composure and effectiveness when managing escalations and deadlines

Benefits

• Annual Salary Range: $125,000- $175,000 per year
• Market-competitive benefits including merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance