Senior Client Manager

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $100k - $140k / year

⏰ Full Time

🟠 Senior

🤝 Client Partner

👻 Ghost score 0%

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EPIC Insurance Brokers & Consultants

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

🤝 B2B

💼 Consulting

💰 Seed Round on 2007-01

Insurance • B2B • Consulting

EPIC Insurance Brokers & Consultants is a leading insurance brokerage and consulting firm that specializes in providing comprehensive insurance solutions and risk management services to businesses and individuals. With a focus on innovation and customer service, EPIC leverages its expertise to help clients navigate the complex insurance landscape and ensure they have the right coverage for their needs. The firm operates with a commitment to its core values of integrity, excellence, and teamwork, striving to deliver exceptional value to every client.

📋 Description

• Serve as the primary client contact and subject matter expert for employee benefits accounts • Manage day-to-day client service, escalations, and complex coverage or compliance inquiries • Analyze client census and experience data for new and renewal business • Conduct carrier marketing, obtain quotes, compare plan designs, and evaluate alternatives • Present recommendations to clients, including senior HR and leadership stakeholders • Negotiate premiums, plan terms, and commissions with carriers and vendors on behalf of clients • Lead open enrollment planning and execution, including employee communications • Prepare client presentations, proposals, and benefit summaries • Support Producers with sales activities and new business development • Maintain accurate documentation in agency management systems and CRM tools • Partner effectively with Producers, Client Executives, and service teams • Mentor junior staff and support team workflows • Manage multiple deadlines, priorities, and client deliverables

🎯 Requirements

• 5+ years of experience in employee benefits account management with a brokerage, consulting firm, or health insurance carrier • Strong understanding of benefits renewals, plan design, and carrier markets • Experience supporting mid-market or large group employee benefits clients preferred • Proficiency with Microsoft Excel, Word, and PowerPoint • Ability to thrive in a deadline-driven, client-facing environment • Excellent communication, organization, and problem-solving skills • Active California Life & Health Insurance License required • Professional designations such as CEBS, PHR, BGA, or CLU preferred

🏖️ Benefits

• Generous paid time off and company holidays • Paid parental leave and family-supportive benefits • 401(k) with company match • Medical, dental, vision, wellness, and EAP programs • Professional development, tuition reimbursement, and mentorship • Employee recognition programs and referral bonuses • Employee Resource Groups and inclusive culture