Client Manager, Large Group

EPIC Brokers • Concord, CA

18h • Hybrid

About The Position

Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
LOCATION: Concord, CA (Hybrid)
Summary
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

• Bachelor’s degree preferred or equivalent related experience required.
• Five (5) or more years of experience as an Account Manager with a benefits consulting or brokerage firm, or comparable experience with a medical carrier.
• Proficiency in Microsoft Office applications, including Excel, Word, and presentation software.
• Ability to thrive in a fast-paced environment while managing multiple competing priorities.
• Strong interpersonal skills with the ability to handle confidential and sensitive information; position requires teamwork, discretion, and professionalism.
• California Life and Health License required.
• Valid driver’s license required.

Nice To Haves

• Professional designations such as CEBS, BGA, PHR, or CLU preferred.

Responsibilities

• Serve as the primary expert resource and first point of contact for clients; research, analyze, and respond to a wide range of client inquiries including coverage/eligibility, contractual issues, and government reporting compliance. Routine inquiries may be delegated.
• For new and renewal business, analyze relevant client data (e.g., census data, experience data, and contractual insurance requirements).
• Conduct market comparisons by analyzing insurance rates and renewal information and obtaining quotes.
• Partner with senior-level executives and managers to develop and recommend benefit strategies, including coverage options and exclusions.
• Negotiate premium and commission rates on behalf of clients, acting with full authority from EPIC to represent its interests.
• Provide marketing and new business development support to producers, including preparation of proposals and presentations, and participation in prospect and client meetings.
• Conduct marketing and new business development for the employee’s own book of business.
• Establish and maintain strong, long-term benefits service relationships with clients.
• Collaborate with clients, producers, and internal team members to assess plan objectives and develop comprehensive service delivery strategies.
• Analyze financial data, model program alternatives, and advise clients on recommended strategies.
• Manage the marketing process and negotiate with carriers and vendors to provide cost-effective solutions.
• Lead employee communication and open enrollment processes.
• Maintain expert-level knowledge of benefit products, industry trends, and regulatory developments.
• Advise clients on State and Federal compliance requirements, including government reporting.
• Participate in client and prospect sales presentations as part of a team.
• Work collaboratively within required timelines while maintaining high standards of professionalism and productivity.
• Set priorities and manage workflow for self and support team to ensure goals and deadlines are met.
• Maintain accurate and up-to-date proposals, workflow logs, benefits data, and documentation in agency management systems.
• Communicate effectively and professionally, demonstrating cooperation, poise, tact, and diplomacy.
• Stay informed on industry trends, product developments, legislation, and technology to continuously improve performance.
• Consistently project a professional image in both appearance and conduct.

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
• 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
• Number of Employees: 11-50 employees