Description
SUMMARY:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Overview:
The Client Manager works with the Producer or Client Executive to implement a client's benefits strategy and service the account. The Client Manager 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
• Perform responsibilities as needed to support business operations.
• Serve as the primary point of contact for client service needs, fostering strong and lasting business relationships.
• Collaborate with clients, producers, and team members to develop and implement a comprehensive customer service strategy.
• Prepare and present Requests for Proposal (RFPs) to carriers or marketing managers for large clients, including detailed analysis of census data, benefit plan designs, market comparisons, and contribution strategies.
• Partner with the Client Executive (CE) to negotiate competitive premiums, commissions, and coverage options with carriers on behalf of clients.
• Oversee and facilitate open enrollment meetings, ensuring the effective preparation and distribution of communication materials.
• Participate in client facing meetings such strategy, renewal, open enrollment etc.
• Review coverage contracts thoroughly to verify accuracy and alignment with policy provisions.
• Lead new carrier and plan implementations across the book of business, ensuring seamless transitions.
• Ensure accuracy in claims experience and utilization reports, providing oversight and review for compliance.
• Maintain and uphold data integrity within the agency management system.
• Distribute key resource information to clients, keeping them informed on benefit trends, as well as state and federal legislation, regulations, and compliance requirements.
• Provide expert guidance on government reporting compliance issues.
• Assist in the development and customization 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.
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 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:
• California Life and Health License;
• Valid Driver License;
COMPENSATION:
The national average hourly rate for this role is $38.46 - $46.81 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.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide – and we're growing! It's a great time to join the team and be a part of this growth. We offer:
- 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
- Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
- Generous 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
- Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
- Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
- Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
- 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
- EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
- We're in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
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.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
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