EPIC Insurance Brokers & Consultants · 4 hours ago
Client Manager
Carmel, IN
Full-time
Onsite
Mid Level
$35.90/hr - $40/hrEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, seeking a Client Manager to support their clients' service needs. The role involves working with the Employee Benefits Advisor and team to manage new and renewal business, providing day-to-day service, and ensuring compliance with internal procedures.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Responsibilities
Work closely with Employee Benefits Advisor and team members on new and renewal business
Responsible for gathering the information for the marketing process of new and renewal business including gathering and submitting information to Marketing Manager and review and revise client presentations for medical and ancillary quote comparisons
Attends Client Onboarding meeting physically or via phone with client, carrier, EB Advisor and/or Client Executive
Maintain ownership of continuous updates/changes
Provides day-to-day service of clients, including resolving issues via phone or email, responds to inquiries regarding coverage and other inquiries of internal and external customers
Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance
Follow the direction of Management and comply with all company policies
Other duties as assigned and requested by management
Qualification
Required
High school diploma or GED required; some college preferred
Valid Indiana Life and Health License, or willingness to obtain
Previous customer service experience in an insurance or medical environment
Proficient in Microsoft Office products, including Word, Excel, PowerPoint and Outlook programs
Familiar with health insurance policies, ERISA laws and industry terminology
Excellent communication and diplomacy skills to resolve client issues; able to communicate and execute resolutions
Must be able to interpret guidelines and utilize resources available to analyze and resolve issues and conflicts
Confidentiality of all customer account information within HIPAA guidelines
Goal oriented, highly self-motivated and resourceful to achieve results
Ability to work independently, as well as in a team environment
Local travel may be required
Benefits
Generous Paid Time off
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
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP, Corporate Operations
Recent News
Business Journals
2022-08-25
2022-01-21
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