Account Manager-Employee Benefits

edgewoodpartnersinsurancecenter; Duluth (MN); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Generous PTO

Paid holidays

Parental leave

Donor leave

Job summary

EPIC Insurance Brokers & Consultants in Duluth, GA (hybrid) seeks an Account Manager to be the primary day-to-day contact for employee benefits clients. You will support enrollment, billing, compliance, and carrier coordination while partnering with Client Executives and internal teams.

The role requires 2+ years in employee benefits account management, strong Microsoft Office skills, and experience with agency management systems. Hybrid schedule with in-office collaboration.

Qualifications

• 2+ years of employee benefits account management experience.
• Georgia or Indiana Life & Health License, or ability to obtain within 60 days of hire.
• Strong organizational and written/verbal communication skills.

Responsibilities

• Serve as the primary day-to-day contact for assigned clients.
• Partner with Client Executives and internal teams to execute service plans.
• Coordinate enrollment meetings and COBRA paperwork for new groups.
• Maintain client data in the CRM and respond to inquiries.
• Ensure compliance with regulations and timely reporting.

Skills

Client relation

Employee benefits

CRM systems

Office productivity

Education

High school diploma

College coursework preferred

Tools

EPIC CRM

Microsoft Excel

HR portals

Job description

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

LOCATION: Duluth, Georgia, hybrid role- 3 days a week in the office.

JOB OVERVIEW:

The Account Manager serves as the primary day-to-day contact for employee benefits clients, delivering exceptional service and support throughout the client lifecycle. This role partners closely with Client Executives, carriers, internal departments, and clients to ensure a seamless experience while helping clients navigate benefits administration, compliance, enrollment, billing, and employee benefits programs.

What You'll Do:

Client Service & Account Management

• Serve as the primary day-to-day contact for assigned clients and build strong, trusted relationships.
• Partner with clients, Client Executives, and internal teams to execute comprehensive service plans.
• Coordinate and support open enrollment meetings, including preparation of employee communication materials.
• Complete COBRA paperwork for new group implementations and renewals.
• Maintain ongoing client communication regarding benefit trends, legislative changes, and regulatory updates.
• Collaborate with compliance specialists and Client Executives to support government reporting requirements and compliance initiatives.
• Maintain accurate client and benefits plan information within EPIC's CRM system.
• Resolve enrollment, eligibility, and basic claims issues while coordinating escalated claims with the claims department.
• Research and resolve billing discrepancies and administrative concerns.
• Keep Client Executives informed of client issues, concerns, and significant events.
• Participate in mentorship, training, and professional development activities.

Operational Excellence

• Work closely with Client Executives to prioritize activities and manage workflows effectively.
• Maintain client documentation, activity logs, and agency management system records.
• Communicate professionally and collaborate effectively with colleagues, clients, and carrier partners.
• Stay current on industry developments, market trends, product offerings, legislation, and technology advancements.
• Consistently project a professional and customer-focused image.

What You'll Bring

Working knowledge of employee benefits programs, including:

• Fully insured plans
• Self-funded plans
• Level-funded plans
• Strong proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
• Excellent organizational skills with exceptional attention to detail.
• Strong time management and ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently and collaboratively within a team setting.
• Effective written and verbal communication skills.
• Experience using agency management systems, HR portals, and related technology platforms.
• High school diploma required; some college coursework preferred.
• Minimum of 2 years of employee benefits account management experience with a brokerage, consulting firm, insurance carrier, TPA, or related organization.
• Demonstrated ability to manage competing deadlines while maintaining a high level of service.
• Strong professionalism, discretion, diplomacy, and ability to handle confidential information.

Licenses & Certifications

• Georgia or Indiana Life & Health License, or ability to obtain within 60 days of hire.
• Valid driver's license.

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

• 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
• Genero