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Client Manager/Sr. Client Manager

Remote Full-time

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Experience Level

Entry Level

Qualifications

Essential Duties and Responsibilities:Foster and maintain strong client relationships, serving as the primary contact for service needs. Collaborate with clients, producers, and team members to implement a comprehensive customer service strategy. Prepare Requests for Proposals (RFPs) for insurance carriers, including analyses of client census, current and proposed benefit designs, market comparisons, and contribution strategies. Assist Client Executives in negotiating with carriers to secure optimal premiums, commissions, and coverage options. Support clients through various tasks, including compliance documentation and enrollment processes.

About the job

Join our dynamic team at EPIC Insurance Brokers & Consultants! We are proud to be one of the fastest-growing firms in the insurance sector, driven by our dedicated team who embody our core values and strive for excellence every day.

Founded in 2007 and headquartered in San Francisco, we have expanded to over 3,000 employees across the nation. Our extensive knowledge of local markets and industry expertise enables us to effectively support our clients' diverse regional and global needs. As we continue to grow, we are seeking passionate individuals who want to make a difference.

Our guiding principles include an owner mindset, inspiring trust, thinking big, and driving results. If these values resonate with you, we invite you to apply and become a part of our exceptional team!

Position Overview:

The Employee Benefits Client Manager collaborates with Producers and Client Executives to execute and manage clients' employee benefits strategies. This role encompasses marketing activities and daily client engagement, which includes plan marketing, analyzing renewal designs, preparing communication materials, conducting open enrollment meetings, and addressing the daily needs of our clients.

About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants is a leading insurance firm that has rapidly ascended in the industry since its inception. With a commitment to excellence and a focus on fostering a collaborative work environment, we empower our employees to reach their full potential while meeting our clients' needs effectively.

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