Senior Client Manager

EPIC Brokers

3d • $90,000 - $110,000 • Remote

About The Position

EPIC Insurance Brokers & Consultants is a rapidly growing firm in the insurance industry, seeking dedicated individuals who align with their core values of Owner mindset, Inspire trust, Think big, and Drive results. The company, founded in 2007 and headquartered in San Francisco, has over 3,000 employees nationwide and emphasizes local market knowledge and industry expertise to support client needs. This role is for a remote US-based Senior Employee Benefits Client Manager (SCM) who will work with a Producer or Client Executive (CE) to implement client employee benefits strategies and provide account servicing. Key responsibilities include preparing communication materials, conducting open enrollment meetings, collecting compliance materials, and managing day-to-day client needs.

Requirements

• Full knowledge of Employee Benefits lines of coverage and services.
• Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel.
• Strong attention to detail and time management abilities.
• Strong ability to multi-task and assign priorities.
• Ability to work effectively and efficiently in a team environment as well as independently without direct supervision.
• Strong interpersonal communication skills; both written and oral.
• Demonstrated experience with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively.
• High school diploma required.
• Life and Health License; or willing to obtain within 60 days of hire date.
• Valid Driver License.

Nice To Haves

• Some college preferred.
• Prefer five or more years’ experience as a Client Manager with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle/prioritize multiple competing tasks and demands.
• Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy.

Responsibilities

• Establish and maintain the day-to-day business relationship with the client, becoming the first point of contact.
• Work with clients, producers and other team members to implement a comprehensive customer service plan.
• Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials.
• Complete cobra paperwork on behalf of the client, both at renewal and for new group set up.
• Distribute or facilitate distribution of resource information provided by the Client Executive (CE) to clients to continually keep them informed of benefit trends, State and Federal legislation, rules, and regulations.
• Liaison with compliance department and Client Executive (CE) to advise clients on government reporting compliance issues, and to assist with the preparation of client specific compliance resources.
• Compile and maintain client and benefit plan information in EPIC's CRM - new group set up and renewals- data provided by Client Executive.
• Issue resolution for simple claims, coordinate escalated claims with the claims department and share communication to the claimant as to who is on contact point post transfer to the claims department.
• Resolve enrollment and eligibility issues.
• Research and resolve client billing issues.
• Maintain open and continuing communication with the assigned Client Executive on all client issues and events.
• Coordinate and participate in consistent training/mentoring events with the Client Executive.
• Coordinate meetings and updates as needed.
• Work with CE to set priorities and manage workflow to ensure goals are met.
• Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records.
• Be responsive and Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company.
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
• Project a professional image in action and appearance.

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
• Paid parental leave
• Pregnancy disability and bonding leave
• Organ donor/bone marrow donor leave
• 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
• Mentorship Program
• Tuition Reimbursement Program
• Leadership Development
• Pet Insurance
• Identity Theft & Fraud Protection Coverage
• Legal Planning
• Family Planning
• Menopause & Midlife Support
• 401(k) matching
• Medical insurance
• Dental insurance
• Vision insurance
• Wellness & employee assistance programs

What This Job Offers

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