Client Manager- Commercial and P&C Accounts

Edgewoodpartnersinsurancecenter; Concord (CA); Hybrid; USD 56,481 - 70,257; Full time

Benefits offered by this job

Generous PTO

Paid holidays

Parental leave

401(k) matching

Medical, dental, and vision insurance

Employee assistance programs

Job summary

EPIC is seeking an experienced Account Manager to serve as the primary resource for clients, handling benefits consulting needs, data analysis, and renewal support in a hybrid Concord, CA environment. You will negotiate with carriers, prepare proposals, support new business development, and maintain accurate records while staying current on industry trends and regulatory changes.

A Bachelor's degree and 5+ years in a benefits account management role are preferred, with California licensing

Qualifications

• Bachelor’s degree preferred or equivalent related experience.
• Five+ years as an Account Manager in benefits consulting or brokerage.
• Proficiency with Excel, Word, and presentation software.

Responsibilities

• Serve as primary expert resource and first contact for clients.
• Analyze client data for new and renewal business.
• Prepare proposals and presentations for prospects and clients.
• Negotiate premium and commissions with carriers.
• Support marketing and new business development.

Skills

Client service

Negotiation

Market analysis

Communication

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Presentation software

Job description

LOCATION: Concord, CA (Hybrid)

Summary

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Duties and Responsibilities

• Serve as the primary expert resource and first point of contact for clients; research, analyze, and respond to a wide range of client inquiries including coverage/eligibility, contractual issues, and government reporting compliance. Routine inquiries may be delegated.
• For new and renewal business, analyze relevant client data (e.g., census data, experience data, and contractual insurance requirements).
• Conduct market comparisons by analyzing insurance rates and renewal information and obtaining quotes.
• Partner with senior-level executives and managers to develop and recommend benefit strategies, including coverage options and exclusions.
• Negotiate premium and commission rates on behalf of clients, acting with full authority from EPIC to represent its interests.
• Provide marketing and new business development support to producers, including preparation of proposals and presentations, and participation in prospect and client meetings.
• Conduct marketing and new business development for the employee’s own book of business.

Key Competencies

Client Service

• Establish and maintain strong, long-term benefits service relationships with clients.
• Collaborate with clients, producers, and internal team members to assess plan objectives and develop comprehensive service delivery strategies.
• Analyze financial data, model program alternatives, and advise clients on recommended strategies.
• Manage the marketing process and negotiate with carriers and vendors to provide cost-effective solutions.
• Lead employee communication and open enrollment processes.
• Maintain expert-level knowledge of benefit products, industry trends, and regulatory developments.
• Advise clients on State and Federal compliance requirements, including government reporting.
• Participate in client and prospect sales presentations as part of a team.
• Work collaboratively within required timelines while maintaining high standards of professionalism and productivity.

Personal and Organizational Development

• Set priorities and manage workflow for self and support team to ensure goals and deadlines are met.
• Maintain accurate and up-to-date proposals, workflow logs, benefits data, and documentation in agency management systems.
• Communicate effectively and professionally, demonstrating cooperation, poise, tact, and diplomacy.
• Stay informed on industry trends, product developments, legislation, and technology to continuously improve performance.
• Consistently project a professional image in both appearance and conduct.

Education and Experience

• Bachelor’s degree preferred or equivalent related experience required.
• Five (5) or more years of experience as an Account Manager with a benefits consulting or brokerage firm, or comparable experience with a medical carrier.
• Proficiency in Microsoft Office applications, including Excel, Word, and presentation software.
• Ability to thrive in a fast-paced environment while managing multiple competing priorities.
• Strong interpersonal skills with the ability to handle confidential and sensitive information; position requires teamwork, discretion, and professionalism.

Certificates, Licenses, and Registrations

• California Life and Health License required.
• Professional designations such as CEBS, BGA, PHR, or CLU preferred.
• Valid driver’s license required.

Physical Demands

The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Compensation

The national average hourly rate for this role is $41.00 to $51.00 in base pay and exclusive of any bonuses or benefits. 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

EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:

• 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
• 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. It takes both production and service to be EPIC!
• EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We're in the top 10 of property/casualty agencies according to "Insurance Journal"

EPIC embraces diversity in all its various forms - whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.