Client Services Operations Manager (Employee Benefits)

Location: Remote - Florida

Company

Brown & Brown provides insurance brokerage and related client services, with a culture focused on meritocracy, accountability, and customer outcomes.

What you will do

• Manage brokerage RFP and RFI processes, including response development, review, negotiation, refinement, delivery, and maintenance of templates.
• Coordinate vendor summaries and vendor management activities across Life, Vision, Dental, and other employee benefits products.
• Monitor tasks, deliverables, project plans, deadlines, and milestones for internal and client-facing initiatives.
• Identify and implement operational efficiencies, workflows, best practices, training, and process improvements across Client Engagement, Client Services, Product, Sales, Marketing, and B&B teams.
• Analyze RFP responses and related data to recommend process updates and maintain relevant, accurate content.
• Build relationships with leadership, service teams, insurance carriers, vendors, and strategic partners; attend vendor and client meetings as needed.

Requirements

• Bachelor’s degree in a related field.
• 7–10 years of experience in the Employee Benefits industry, with a focus on process improvement, client services operations, and business operational excellence.
• Licensing requirements for the SAM role, including retaining SAM duties for a period of time.
• Experience in project management or operations.
• Strong proficiency with MS Office Suite and Salesforce CRM.
• Strong attention to detail, organizational and analytical skills, and excellent facilitation and communication abilities.

Culture & Benefits

• Self-directed environment with accountability for executing deliverables.
• Medical, prescription, dental, vision, life, and disability insurance.
• ESPP, 401(k), student loan assistance, and tuition reimbursement.
• Mental health and enhanced advocacy services.
• Paid time off, holidays, preferred partner discounts, and additional benefits subject to eligibility and waiting periods.