Operations Manager I

A company is looking for an Operations Manager I - Plan Documents.

Key Responsibilities

Oversee plan document processes, ensuring compliance with IRS, ERISA, and DOL requirements

Provide leadership and coaching to team members, fostering a positive work environment

Identify and implement process improvements to enhance customer experience and operational efficiency

Required Qualifications

Bachelor's degree in Business or equivalent work experience

6-8 years of experience in customer service, administration, or operations, preferably in financial services or insurance

Prior supervisory experience preferred

Experience with project management methodology is strongly preferred

Advanced technical / computer skills, including MS Word, Excel, PowerPoint, and SharePoint