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EPIC Insurance Brokers & Consultants · 2 days ago

Sr. Client Manager

Boca Raton, FL

Full-time

Hybrid

Senior Level

5+ years exp

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, seeking a Senior Client Manager to implement clients' employee benefits strategies. The role involves servicing accounts, preparing communication materials, and maintaining relationships with clients.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Hiring Manager

Sonja Elizabeth Gay

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

Qualification

Employee Benefits knowledgeAgency management systemsMicrosoft Office proficiencyInterpersonal communicationMulti-taskingLifeHealth LicenseTime managementTeamwork

Required

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; some college preferred

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

Life and Health License; or willing to obtain within 60 days of hire date

Valid Driver License

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

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

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, 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.

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

Company

EPIC Insurance Brokers & Consultants

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.

Founded in 2007

San Francisco, California, USA

1001-5000 employees