Client Services Operations Manager (client engagement)
Core
Manage and optimize client engagement operations, specifically leading Broker RFP processes and vendor management for Group insurance products.
Role type
Senior Client Services Operations Manager
Builds
Operational workflows, RFP response templates, and vendor summaries for Life, Vision, and Dental products.
Domain
Insurance / Employee Benefits
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Process improvement, Project management, Vendor management, RFP/RFI analysis, MS Office Suite, Salesforce CRM
Preferred skills
Business operational excellence, Training design, Strategic partnership alignment
Technologies
Salesforce CRM, MS Office Suite
Responsibilities
Lead broker RFP activities and bid development; Maintain vendor summaries and RFP templates; Drive operational efficiencies and workflow improvements; Act as liaison between vendors and internal teams; Design training aligned with best practices.
Seniority
Senior, hands-on IC