Client Manager

Jobtailor; Seattle (WA); On-site; USD 90,000 - 120,000; Full time

Job summary

Jobtailor is seeking a seasoned Account Manager in Seattle to serve as the primary resource for clients, handling inquiries about coverage, eligibility, and contractual issues. You will analyze client data for new and renewal business and collaborate to develop benefit strategies with senior leadership.

The role requires strong MS Office skills, discretion, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 5+ years as Account Manager in benefits consulting, brokerage, or medical carrier.
• Proficiency with Microsoft Office (Excel, Word, PowerPoint).
• Ability to manage multiple priorities in a fast-paced environment.
• Strong interpersonal skills with discretion and professionalism.

Responsibilities

• Serve as the primary expert resource and first point of contact for clients; research, analyze, and respond to inquiries including coverage/eligibility, contractual issues, and government reporting compliance.
• For new and renewal business, analyze 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 benefit strategies, including coverage options and exclusions.
• Negotiate premium and commission rates on behalf of clients, representing EPIC interests with full authority.
• Provide marketing and new business development support to producers, including proposals and presentations, and participate in prospect meetings.
• Conduct marketing and new business development for the employee’s own book of business.

Skills

Client management

MS Office

Multitasking

Teamwork

Discretion

Education

Bachelor's degree or equivalent

Tools

Excel

Word

PowerPoint

Job description

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.

Requirements

• 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.