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Daybright Financial · 4 hours ago

Client Operations Manager

Rochester, NY

Full-time

Hybrid

Senior Level

$70K/yr - $80K/yr

5+ years exp

Daybright Financial is one of the largest independently owned insurance brokerage firms in the country, providing a full range of employee benefits and HR consulting services. The Manager of Client Operations will oversee day-to-day operational support for client accounts within the employee benefits division, ensuring exceptional service and compliance with regulatory requirements while leading a team of Client Service Specialists.

Financial ServicesInsuranceRetirement

Hiring Manager

Francisco Urtecho

Responsibilities

Manage, mentor and continuous training of a team of Client Service Specialists, fostering a culture of accountability and continuous improvement

Conduct regular performance reviews and provide coaching to ensure team success

Oversee all client-related operational activities, including enrollment processing, eligibility management, and carrier data reconciliation

Ensure timely and accurate execution of client deliverables during open enrollment and throughout the plan year

Identify inefficiencies and implement best practices to streamline workflows and improve service delivery

Partner with technology teams to optimize client management platforms and reporting tools

Maintain adherence to COBRA, ERISA, HIPAA, and other regulatory requirements

Monitor quality control measures to ensure accuracy in client data and communications

Work closely with Client Service Specialists to support client needs and resolve escalated issues

Serve as a liaison between internal teams and external vendors/carriers to ensure seamless operations

Qualification

Employee benefits operationsBenefits administration knowledgeLeadership experienceCompliance regulations knowledgeBenefits administration systemsMicrosoft Office SuiteAnalytical skillsProcess improvement certificationsHRIS/BenAdmin platformsLifeAccidentHealth LicenseCommunication skillsProblem-solving skillsProject management experience

Required

Bachelor's degree in business, Human Resources, or related field (or equivalent experience)

5+ years of experience in employee benefits operations, with at least 2 years in a leadership role

Strong knowledge of benefits administration, compliance regulations, and carrier processes

Excellent organizational, analytical, and problem-solving skills

Proficiency in benefits administration systems and Microsoft Office Suite

Exceptional communication and leadership abilities

Must currently hold a valid Life, Accident, and Health (LAH) License or be willing to obtain it within six (6) months of hire. They need to have it within the 6 months