Client Manager

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!

The Employee Benefits Client Manager (CM) works with the Producer or Client Executive (CE) to implement a client’s employee benefits strategy and service the account. The CM is responsible for marketing as well as day-to-day client management and support. The CM’s responsibilities include plan marketing, analysis of renewal designs and alternatives, preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day-to-day needs of the client.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Service
• Establish and maintain the day-to-day business relationship with the client and becomes the first point of contact for client service needs;
• Work with clients, producers and other team members to implement a comprehensive customer service plan;
• Prepare the Request for Proposal (RFP) for presentation to carriers including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies;
• Work with the CE to negotiate with carriers on clients’ behalf for best available premiums, commissions and coverage;
• Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials;
• Distribute resource information to clients to continually keep them informed of benefit trends, State and Federal legislation, rules and regulations;
• Advise clients on government reporting compliance issues, as appropriate;
• Assist with the preparation of client-specific compliance resources.
Personal and Organizational Development
• Set priorities and manage workflow for self to ensure all 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;
• 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.

SUPERVISORY RESPONSIBILITIES:

• None

KEY COMPETENCIES:

• Full knowledge of Employee Benefits lines of coverage and services;
• Advanced 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 both with and without direct supervision;
• Ability to work effectively and efficiently in a team environment as well as independently;
• Strong interpersonal communication skills, both written and oral;
• Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.

EDUCATION and/or EXPERIENCE:

• High school diploma; college degree preferred;
• Two or more years experience as an Associate Client Manager or Client Manager with a benefits consulting or brokerage firm, or comparable experience with a medical carrier;
• Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, and presentation software;
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands;
• Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, demonstrated poise, tact, and diplomacy.

CERTIFICATES, LICENSES, REGISTRATIONS:

• WA State Broker License;
• Valid Driver License;

The national average salary for this role is $75,000.00 - $85,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

 EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

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