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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 to ensure efficient throughput and exceptional client outcomes.

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

• Lead, coach, and develop a team of Level-Funded Quoters responsible for end-to-end quoting execution.
• Ensure quotes are accurate, complete, and aligned with carrier underwriting guidelines and market requirements.
• Establish clear expectations for quality, turnaround time, and documentation standards.
• Monitor individual and team performance against service level expectations.
• Serve as an escalation point for complex or high-risk quoting scenarios.
• Partner closely with the Workforce Analyst to manage inventory flow, prioritization, and capacity planning.
• Collaborate with Sales to align quoting strategy with client objectives.
• Act as a liaison between quoting teams and carrier partners to resolve issues and clarify requirements.
• Communicate quoting trends, risks, and capacity constraints to leadership.
• Support cross-functional initiatives tied to process improvement and standardization.
• Review complex or non-standard quotes for accuracy, competitiveness, and compliance.
• Identify recurring errors, gaps, or inefficiencies and implement corrective actions.
• Manage escalations related to quoting delays, carrier feedback, or underwriting outcomes.
• Ensure proper documentation and audit readiness across all quoted cases.
• Use quality insights to inform training and coaching priorities.
• Maintain deep expertise in Level-Funded products, carrier offerings, and underwriting methodologies.
• Stay current on market conditions, carrier appetite, pricing trends, and regulatory requirements.
• Guide the team in selecting appropriate carriers and structuring competitive quoting strategies.
• Translate market intelligence into actionable guidance for Sales and Account teams.
• 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.