Operations Supervisor - Ancillary Quoting REMOTE

Position Overview

The Operations Supervisor - Ancillary Quoting is a critical leadership role responsible for overseeing and supporting a team of Rating Analysts. This position ensures the accurate and timely generation of employee benefit quotes, collaborates with sales teams and brokers, and upholds the department's productivity and service-level standards.

A successful candidate is highly organized, a servant leader, and adept at balancing tactical execution with strategic oversight. They should be comfortable having difficult conversations, coaching team members, and fostering a culture of continuous improvement. Additionally, this role requires daily inventory management to ensure workload distribution aligns with business priorities and proactive relationship management with sales representatives to foster seamless collaboration.

Key Responsibilities

Leadership & Team Management

• Provide leadership, mentorship, and professional development opportunities for the Rating Analyst team.
• Foster an environment of accountability, continuous learning, and collaboration.
• Act as a servant leader by removing roadblocks, advocating for the team, and ensuring resources are available for success.
• Conduct regular one-on-one meetings and team check-ins to assess progress, provide feedback, and align goals.
• Lead performance management efforts, including goal setting, performance reviews, and coaching conversations.
• Effectively address performance challenges with fairness and transparency while fostering a growth-oriented mindset.

Daily Inventory Management & Workflow Optimization

• Monitor and manage daily inventory levels, ensuring workloads are balanced across the team.
• Prioritize and distribute quote requests to maintain efficiency and meet service-level agreements (SLAs)
• Proactively address potential backlog issues by reallocating resources or adjusting workflows as needed.
• Track turnaround times and productivity metrics to identify trends and opportunities for process improvements.
• Ensure team members adhere to internal workflow protocols and effectively utilize CRM platforms (e.g., Salesforce) and quoting systems for tracking and transparency.

Proactive Sales & Relationship Management

• Develop and maintain strong, collaborative relationships with sales representatives, brokers, and internal stakeholders.
• Act as a primary point of contact for sales teams, ensuring seamless communication and support throughout the quoting process.
• Anticipate potential challenges and proactively engage with sales representatives to resolve issues before they escalate.
• Provide guidance and education on quoting processes, carrier guidelines, and plan customization options.
• Partner with sales leadership to align the Rating Analyst team's efforts with broader business objectives.

Operational Oversight & Quality Assurance

• Oversee the end-to-end quote generation process to ensure accuracy, efficiency, and compliance with carrier guidelines.
• Implement best practices and process improvements to streamline quoting procedures and enhance productivity.
• Conduct quality assurance reviews to minimize errors and maintain a high standard of service.

Strategic Thinking & Problem Solving

• Partner with senior leadership to identify areas for operational improvement and develop solutions that align with business objectives.
• Proactively identify inefficiencies, escalate issues, and recommend process enhancements.
• Analyze quoting trends and team performance metrics to refine strategies and optimize workflow.

Client & Stakeholder Collaboration

• Support brokers, sales representatives, and account managers by providing expert guidance on quoting processes and product offerings.
• Ensure the team delivers an exceptional customer experience by responding promptly and effectively to inquiries.
• Provide clarity and education on employee benefits plan structures, coverage options, and premium costs as needed.

Training & Development

• Create and facilitate training sessions to enhance team knowledge of quoting systems, carrier/vendor guidelines, and industry trends.
• Ensure new hires receive comprehensive onboarding and ongoing coaching to reach performance expectations.
• Encourage continuous learning by sharing industry updates and market insights with the team.

Required Skills & Qualifications

• Leadership experience - Two (2) years experience supervising or mentoring a team or as a technical SME in a high-volume, detail-oriented environment preferred.
• Servant leadership mindset - Ability to lead by example, empower team members, and cultivate a positive, inclusive work environment.
• Strong organizational skills - Ability to manage multiple priorities, workflows, and deadlines with precision.
• Daily inventory management experience - Two (2) years in tracking and balancing workloads to maintain operational efficiency.
• Proactive relationship management - Ability to cultivate and sustain strong relationships with sales representatives and brokers.
• Strategic and tactical thinker - Able to balance long-term objectives with day-to-day execution.
• Comfortable with difficult conversations - Skilled in providing constructive feedback.
• Industry knowledge - Three (3) years experience with employee benefits products (health, dental, vision, ancillary) is preferred.
• Technical proficiency - Intermediate to expert experience with Microsoft Office, CRM platforms (e.g., Salesforce), and quoting tools.
• Analytical mindset - Proven track record of using data to drive process improvements.
• Customer service excellence - Strong communication skills and ability to build relationships with internal and external stakeholders.`

Working Conditions

• Remote-first position with occasional in-office attendance for meetings, training, or team collaboration as required.
• Full-time, Monday to Friday, with overtime during peak periods, holidays, and weekends as needed.
• Minimal travel may be required for client meetings or training.

Compensation

• Annual Salary Range*: $88,000 - $95,000 per year
• Actual compensation may vary from posting based on work experience, education, and/or skill level.
• * The hourly or salary range is the range Warner Pacific in good faith believes is the range of possible compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
• We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance.
• As an organization that values diversity of backgrounds, experiences, thoughts, and education levels, we know that an amazing candidate may not have all the qualifications that are listed above. Warner does not want to miss out on excellent candidates. If you believe you would be able to leverage your skills and strengths to meet our "Key Responsibilities" section, please apply! We look forward to hearing from you!