Client Engagement Operations Manager

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🕒 6 days ago

🐊 Florida, Iowa, +2 more states – Remote

🐊 Florida – Remote 🌾 Iowa – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

⚙️ Operations

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Brown & Brown Insurance

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1939

💸 Finance

Finance • Insurance

Brown & Brown Insurance is one of the largest independent insurance brokerages globally, providing a comprehensive range of risk management solutions. Established in 1939, the company offers personal and business insurance, employee benefits, and various national programs. Brown & Brown is committed to diversity, inclusion, and belonging, fostering a culture that values talent and experience. With over 500 locations, the company is well-positioned to meet the diverse needs of its clientele and is listed on the New York Stock Exchange under the ticker BRO. The firm's strategic focus on mergers and acquisitions highlights its disciplined growth strategy.

📋 Description

• The Client Engagement Operations Manager (CEOM) primarily supports the Client Engagement organization by working with Client Services leadership and with internal business partners in managing, aligning, and improving efficiencies • Ensuring consistency, and adherence to best practices that meet and exceed SNS business objectives/goals • Coordinate and manage brokerage RFP processes/deliverables in support of revenue growth opportunities • Responsible for monitoring all tasks and deliverables, fielding distribution and service team inquiries and maintaining project plans • Managing various large internal and client-facing projects including ensuring strong carrier/vendor collaboration • 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, 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 • 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. • 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 • Attend vendor meetings and leadership meetings as requested

🎯 Requirements

• 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 • Strong analytical skills • Excellent facilitation and communication skills • Self-directed with an ability to execute on our deliverables.

🏖️ Benefits

• 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 • Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.