Client Manager

EPIC Brokers•Duluth, GA

10d•Hybrid

About The Position

The Client Manager serves as the primary day-to-day contact for employee benefits clients, delivering service and support throughout the client lifecycle. The role works closely with Client Executives, carriers, internal departments, and clients to support benefits administration, compliance, enrollment, billing, and employee benefits programs. This is a hybrid position in Duluth, Georgia, with three days per week in the office.

Requirements

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

Nice To Haves

Some college coursework preferred.

Responsibilities

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

Benefits

Generous paid time off; salaried/exempt employees receive managed PTO without accruals or caps, and hourly/non-exempt employees start with 22 PTO days.
12 company-observed paid holidays and four early-close days.
Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
Employee referral bonus of $1,500 per hired referral.
Employee recognition programs and awards.
Employee Resource Groups, including Women’s Coalition and EPIC Veterans Group.
Mentorship Program, Tuition Reimbursement Program, and Leadership Development.
Pet insurance, cancer insurance, identity theft and fraud protection coverage, legal planning, family planning, and menopause and midlife support.
401(k) matching.
Medical, dental, and vision insurance.
Wellness and employee assistance programs.