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Client Manager

2 hours, 45 minutes ago
United States
Full-time
Senior
Account Manager
Customer and Technical Support
Apply Now
EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants is a retail insurance brokerage and consulting firm that specializes in providing innovative property and casualty, as well as employee benefits solutions, to a diverse range of commercial and personal clients acros...

Insurance
1K-5K
Founded 2007
View All Jobs 15

Description

  • Serve as the primary expert resource and first point of contact for clients on coverage, eligibility, contractual issues, and government reporting compliance.
  • Analyze client data for new and renewal business, including census data, experience data, and contractual insurance requirements.
  • Conduct market comparisons, gather quotes, and evaluate insurance rates and renewal information.
  • Partner with senior executives and managers to develop and recommend benefit strategies, including coverage options and exclusions.
  • Negotiate premium and commission rates on behalf of clients with authority to represent EPIC’s interests.
  • Provide marketing and new business development support through proposals, presentations, and participation in prospect and client meetings.
  • Develop new business for an assigned book of business.
  • Build and maintain long-term client relationships and collaborate with producers and internal team members on service delivery strategies.
  • Lead employee communication and open enrollment processes.
  • Manage workflow, maintain accurate documentation in agency management systems, and meet deadlines with professionalism.

Requirements

  • Bachelor’s degree preferred, or equivalent related experience required.
  • 5+ 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.
  • California Life and Health License required.
  • Valid driver’s license required.
  • Professional designations such as CEBS, BGA, PHR, or CLU preferred.
  • Ability to thrive in a fast-paced environment while managing multiple competing priorities.
  • Strong interpersonal skills and the ability to handle confidential and sensitive information.
  • Experience working with benefit products, regulatory compliance, and government reporting preferred.
  • Ability to work collaboratively, exercise discretion, and maintain a professional image.

Benefits

  • Hourly pay range of $53.84 to $56.41 per hour.
  • Standard 37.5-hour workweek.
  • Eligibility for bonuses.
  • Comprehensive benefits package.
  • Managed PTO for salaried/exempt employees and 22 PTO days to start for hourly/non-exempt employees.
  • 12 company-observed paid holidays and 4 early-close days.
  • Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
  • 401(k) matching, medical, dental, and vision insurance, plus wellness and employee assistance programs.
  • Professional growth and development support, including mentorship, tuition reimbursement, and leadership development.
  • Employee referral bonus program of $1,500 per hired referral.

Interested in this position?

Apply directly on the company website

Apply Now

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