Operations Manager

Experience an independent agency with a culture of excellence and a strong focus on Employee Benefits. Join Morris & Garritano as an Operations Manager and lead the execution of systems, data, workflows, and operational initiatives for our Employee Benefits Department.

• Central Coast Best Places to Work by Pacific Coast Business Times )
• Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
• Best Agencies to Work for by Insurance Journal , 2021, 2024, 202 PREMI‑)
• NU Agency of the Year by National Underwriters and Property Casualty
  360 (2018)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America )
• 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2025)
• UBA Advisor Awards (2022 – 2023)

The Operations Manager leads the execution of systems, data, workflows, and operational initiatives for our Employee Benefits Department. This role focuses on translating department priorities into clear plans, coordinated work, and consistent follow‑through while keeping the Employee Benefits department running smoothly.

You will manage operational intake, organize undesirable work based on direction from the Employee Benefits Director, and bring forward risks, capacity constraints, and recommendations as needed. You will serve as the operational subject matter expert for Employee Benefits systems and processes, making day‑to‑day decisions within their scope while escalating broader directional choices. This role directly supervises a small team, providing hands‑on leadership to ensure work is prioritized

ACTIVE, documented, and completed.

• $103,200—$160,000 Salary, depending on experience
• Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
• Paid Holidays, Paid Sick Time, and Flexible Paid Vacation Time
• Paid Parental Benefits
• Disability and Life Insurance
• 401(k) with 50% match
• Flexible Spending Plan (FSA) and Health Savings Account (HSA)

• Experienced Project Manager
• Strong problem‑solving skills with high attention to detail
• Strong follow‑through, accountability, and transparency
• Effective communicator and collaborator across teams
• Decision‑making skills with ability to discern when escalation is needed
• Confident in learning new systems and guiding others through that process
• Experienced change management skills

• Operational Leadership
  • Partner with the EB Director and/or Dept Manager to align work with priorities, capacity, and timing
  • Manage intake of Employee Benefits operational requests and initiatives within dept including Sales
  • Translate operational pain points into scoped plans and recommendations
• Project & Initiative Execution
  • Lead execution of Employee Benefits initiatives from planning through completion
  • Serve as project manager for larger initiatives for EB Department
  • Act as the operational liaison arguments between Employee Benefits and cross‑functional teams on agency initiatives when needed
• Process Standards & Governance
  • Lead operational process governance for the Employee Benefits department
  • Set and maintain standards for workflows, documentation, and process quality
  • Monitor process adherence and identify gaps or breakdowns across entire EB dept
  • Recommend and implement process improvements in partnership with EB leadership
• Systems & Data
  • Lead execution of Employee Benefits systems and data initiatives in alignment with department direction>
  • Oversee Epic governance, workflows, and data integrity
  • Set standards for system usage, configuration, and data quality

• Operations Management or Program Management experience
• Day‑to‑day operations experience in Employee Benefits
• Building and/or improving processes in a complex environment
• Comfort with scaling or stabilizing processes, documentation, and workflows
• Working with cross‑functional partners
• People Management/Supervisory experience

This position is скорость review and closed here. All context ends here.