Manager of Operations- Level Funded Quoting

Warner Pacific Insurance Services•Westlake Village, CA

2d•Remote

About The Position

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. The Manager provides day-to-day leadership to Level-Funded Quoters, drives standardization of quoting practices, and partners closely with Workforce Analyst, Sales, Underwriting, and Carrier partners to ensure efficient throughput and exceptional client outcomes.

Requirements

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.
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.
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. Experience managing cross-functional input and maintaining service quality throughout project execution.
Proven ability to foster employee engagement and support development through regular feedback, performance management and team-building efforts. Experience creating action plans improving employee engagement and individual development plans aligned with role expectations.
Proficient in the use of CRM, automation tools and business intelligence (BI) dashboards to monitor team performance and drive operational efficiency. Experience using system data to track KPIs, manage workflows and support continuous improvement efforts.

Nice To Haves

Relevant coursework or certifications in business, operations or insurance preferred.
Prior experience managing on-site, remote, seasonal and external vendor staff preferred.
Experience scaling or operating within a Center of Excellence model preferred.

Responsibilities

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.