Senior Client Manager
About The Position
EPIC Insurance Brokers & Consultants is one of the fastest-growing insurance brokerage and consulting firms in the United States. Founded in 2007 and headquartered in San Francisco, EPIC has more than 3,000 employees across 60+ offices nationwide, combining national scale with local market expertise. Our continued growth is fueled by people who bring an owner mindset, inspire trust, think big, and drive results. If you are looking for a long-term career with a collaborative, growth-oriented organization, EPIC may be the right fit. The Senior Client Manager partners closely with Producers and Client Executives to manage and service a book of employee benefits clients. This role is responsible for renewals, vendor marketing, plan analysis, compliance support, open enrollment, and ongoing client relationship management. The ideal candidate brings strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex accounts in a fast-paced environment.
Requirements
- 5+ years of experience in employee benefits account management with a brokerage, consulting firm, or health insurance carrier
- Strong understanding of benefits renewals, plan design, and carrier markets
- Proficiency with Microsoft Excel, Word, and PowerPoint
- Ability to thrive in a deadline-driven, client-facing environment
- Excellent communication, organization, and problem-solving skills
- Active California Life & Health Insurance License required
Nice To Haves
- Experience supporting mid-market or large group employee benefits clients preferred
- Professional designations such as CEBS, PHR, BGA, or CLU preferred
Responsibilities
- Serve as the primary client contact and subject matter expert for employee benefits accounts
- Manage day-to-day client service, escalations, and complex coverage or compliance inquiries
- Analyze client census and experience data for new and renewal business
- Conduct carrier marketing, obtain quotes, compare plan designs, and evaluate alternatives
- Present recommendations to clients, including senior HR and leadership stakeholders
- Negotiate premiums, plan terms, and commissions with carriers and vendors on behalf of clients
- Lead open enrollment planning and execution, including employee communications
- Prepare client presentations, proposals, and benefit summaries
- Support Producers with sales activities and new business development
- Maintain accurate documentation in agency management systems and CRM tools
Benefits
- Generous paid time off and company holidays
- Paid parental leave and family-supportive benefits
- 401(k) with company match
- Medical, dental, vision, wellness, and EAP programs
- Professional development, tuition reimbursement, and mentorship
- Employee recognition programs and referral bonuses
- Employee Resource Groups and inclusive culture
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
Number of Employees
11-50 employees
