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EPIC Insurance Brokers & Consultants · 1 day ago

Client Manager

Dallas, TX

Full-time

Hybrid

Entry, Mid Level

$60K/yr - $60K/yr

2+ years exp

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco. The Employee Benefits Client Manager is responsible for implementing clients' employee benefits strategies, marketing, and day-to-day client management and support.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Responsibilities

Serve as day-to-day client contact and manage escalated issues

Facilitate/lead ongoing monthly/biweekly client calls

Analyze client health & welfare plans utilizing competitive benchmarking, valuation modeling and market research with input from Client Executive and/or Producer

Review, analyze & present to client RFP results

Review and analyze historical open enrollment results & claims data for client

Maintain/manage client activity per client calendar & monitor client’s quarterly reporting

Oversee creation and tracking of RFPs

Schedule client meetings

Attend all meetings and events for clients

Maintain relationship day-to-day contact with carriers

Schedule and prepare for pre-renewal strategy meetings with internal teams

Review carrier’s annual reports and schedule annual review meetings with carriers

Create client presentations

Manage implementation plans

Manage implementation biweekly calls

Review implementation documents

Manage open enrollment meetings as requested by client

Create communication strategy for clients

Coordinate creation of materials with service team and/or C&E team

Provide quality review on all client communications

Provide technical review for client benefit administration portals

Create ad hoc reports for clients as needed

QA TX EB Team projects/work

Present strategic initiatives to Client Executive and Producer for consideration

Perform special projects as assigned

Qualification

Employee Benefits knowledgeClient managementTexas LifeHealth LicenseMicrosoft Office proficiencyAnalytical skillsInterpersonal communicationTime management

Required

High school diploma; college degree preferred

Two or more years' experience 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

Texas Life and Health License within 90 days of hire

Valid Driver License

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

Benefits

401K matching

Generous Time Off Policy

Flexible Work Options

Medical

Dental

Vision

Pet Insurance

Cancer Insurance

Wellness Programs

Employee Award Programs (Trips!)

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