Client Engagement Operations Manager

About the role

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Responsibilities

• Maintaining in-depth knowledge of various company processes to ensure that the organization performs efficiently, effectively, and within internal compliance standards.
• In partnership with Sales, Marketing, and Product teams, this role is responsible for all broker RFP activities to ensure bid development responses align with correct and accurate content and all due dates are met timely.
• Establish strong relationship with Client Engagement leadership, all service teams, all other department leads, and insurance carriers.
• Owns development of the response process to BOR Requests for Proposal (RFP) for the organization, including creation and review, negotiation and refining of responses. Also includes analysis of responses and other data collected through RFP processes to develop best practice recommendations.
• Oversee the maintenance of current and future RFP responses, templates, and other tools for the Client Engagement team.
• Acts as the primary contact for Client Engagement leadership regarding all aspects of the BOR RFP processes.
• Owns development of the vendor summaries for specific products (Life, Vision, Dental) for the organization, including creation and review, negotiation and refining of RFP and RFI responses. Also includes analysis of responses and other data collected through RFP and RFI processes to develop best practice recommendations.
• Oversee the maintenance of current and future templates and other tools for the Client Engagement team.
• Acts as the primary contact for Client Services regarding all aspects of the Vendor Management for Life, Vision, Dental and other products as appropriate.
• Marshal the appropriate resources to resolve issues.
• Attend vendor meetings and leadership meetings as requested and serve as an additional source of consultation for the client services organization.
• Demonstrate Group insurance expertise and superior level of knowledge.
• Participate in vendor summits and client meetings to remain up to date on vendor offerings.
• Analyze responses to RFP and RFP questions to determine ongoing relevance and updates to processes to ensure content remains relevant.
• Persuade others into an agreement with sensitive situations while maintaining positive relationships across the organization.
• Must also retain SAM role duties for a period of time, including licensing requirements.

Qualifications

• Licensing requirements for SAM role
• Bachelor’s Degree in a related field; Minimum 7-10 years of experience in the Employee Benefits industry with a focus on process improvement, client services operations and business operational excellence
• Experience in project management or operations preferred
• Strong proficiency with MS Office Suite and Salesforce CRM
• Strong attention to detail with highly developed organizational skills
• Excellent analytical skills
• Excellent facilitation and communication skills

Skills

• Self-directed with an ability to execute on our deliverables
• Teammate Benefits & Total Well-Being

Benefits & Total Well-Being

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Additional information regarding this policy can be found on our careers page.