Client Manager, Employee Benefits

EPIC Brokers • Atlanta, GA

6d • Hybrid

About The Position

The Client Manager will support the Client Executive and Managing Principal by proactively managing each client across all lines of coverage for, in most cases, large group employers (500+). Must have experience implementing, servicing and managing self-funded medical plans. This role partners with carriers, internal departments, and clients to ensure a seamless experience while helping clients navigate benefits administration, compliance, enrollment, billing, and employee benefits programs.

Requirements

• Bachelor's Degree Required
• Active Life & Health License
• Effective written and verbal communication skills
• Self-motivated/proactive
• Detail and task oriented
• Analytical thinker/problem solver
• Highly organized
• Strong time management and ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently and collaboratively within a team setting.
• Experience using agency management systems, HR portals, and related technology platforms.
• 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.
• Must have experience implementing, servicing and managing self-funded medical plans.

Responsibilities

• Collect and maintain relevant client data in the designated operating systems
• Manage the exchange of data and information with clients and vendors as necessary
• Manage data analytics requests from clients
• Maintain a firm understanding of each client's financial standing relative to claims, fixed costs, projections, and modeling scenarios.
• Conduct ROI analysis for vendor solutions
• Coordinate with vendors to ensure on-time benefits implementations and renewals
• Ensure timely review and execution of vendor contracts
• Manage vendors by tracking meeting notes and proactively following up to ensure timely delivery of requested data, responses to inquiries, and other service requests as they arise
• Review vendor plan documents (SPDs, SBCs, plan summaries, etc.) for accuracy
• Troubleshoot issues related to administration, billing, claims, etc.
• Manage RFP process and create presentation for review with client
• Manage standing client meetings with Client Executive or Managing Principal by creating and leading agenda, tracking meeting notes, and updating status on tasks and projects
• Oversee the scheduling and completion of all communications, such as annual enrollment guides and other annual communications, new hire guides, employee transition guides, ad-hoc employer communications as needed and requested
• Manage the procurement of required governing documents, such as wrap documents, Section 125, etc.
• Facilitate and meet day-to-day client needs
• Lead or attend employee educational benefits meetings

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, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• 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