Client Manager -Employee Benefits

EPIC Brokers • Duluth, GA

3d • Hybrid

About The Position

The Client Manager serves as the primary day-to-day contact for employee benefits clients, delivering exceptional service and support throughout the client lifecycle. This role partners closely with Client Executives, carriers, internal departments, and clients to ensure a seamless experience while helping clients navigate benefits administration, compliance, enrollment, billing, and employee benefits programs.

Requirements

• Working knowledge of employee benefits programs, including: Fully insured plans, Self-funded plans, Level-funded plans
• Strong proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
• Excellent organizational skills with exceptional attention to detail.
• Strong time management and ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently and collaboratively within a team setting.
• Effective written and verbal communication skills.
• Experience using agency management systems, HR portals, and related technology platforms.
• High school diploma required; some college coursework preferred.
• Minimum of 2 years of employee benefits account management experience with a brokerage, consulting firm, insurance carrier, TPA, or related organization.
• Demonstrated ability to manage competing deadlines while maintaining a high level of service.
• Strong professionalism, discretion, diplomacy, and ability to handle confidential information.
• Georgia or Indiana Life & Health License, or ability to obtain within 60 days of hire.
• Valid driver's license.

Responsibilities

• Serve as the primary day-to-day contact for assigned clients and build strong, trusted relationships.
• Partner with clients, Client Executives, and internal teams to execute comprehensive service plans.
• Coordinate and support open enrollment meetings, including preparation of employee communication materials.
• Complete COBRA paperwork for new group implementations and renewals.
• Maintain ongoing client communication regarding benefit trends, legislative changes, and regulatory updates.
• Collaborate with compliance specialists and Client Executives to support government reporting requirements and compliance initiatives.
• Maintain accurate client and benefits plan information within EPIC's CRM system.
• Resolve enrollment, eligibility, and basic claims issues while coordinating escalated claims with the claims department.
• Research and resolve billing discrepancies and administrative concerns.
• Keep Client Executives informed of client issues, concerns, and significant events.
• Participate in mentorship, training, and professional development activities.
• Work closely with Client Executives to prioritize activities and manage workflows effectively.
• Maintain client documentation, activity logs, and agency management system records.
• Communicate professionally and collaborate effectively with colleagues, clients, and carrier partners.
• Stay current on industry developments, market trends, product offerings, legislation, and technology advancements.
• Consistently project a professional and customer-focused image.

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED