Client Manager, Employee Benefits

edgewoodpartnersinsurancecenter; Atlanta (GA); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Generous PTO

Paid holidays

Parental leave

Employee referral bonus

Job summary

EPIC Insurance Brokers & Consultants is seeking a Client Manager to support the Client Executive and Managing Principal, overseeing client relationships for large group employers (500+). You will work across data management, enrollment, billing and benefits programs, partnering with carriers and vendors to ensure a seamless experience.

The role requires a Bachelor’s Degree and Active Life & Health License, strong communication, and the ability to manage multiple priorities in a fast-paced

Qualifications

• Bachelor's degree required and Life & Health license active.
• Minimum of 2 years of employee benefits account management experience.
• Strong written and verbal communication; able to manage multiple priorities.

Responsibilities

• Collect and maintain client data in designated systems.
• Manage data exchanges with clients and vendors.
• Handle data analytics requests and ROI analyses.
• Review and manage vendor contracts and renewals.
• Schedule and lead client meetings; track action items.
• Prepare governing documents (wraps, Section 125, etc.).
• Lead employee benefits education meetings for clients.

Skills

Communication

Self-motivated

Detail oriented

Analytical thinking

Organized

Time management

Independent worker

Team player

Tech savvy

Agency management systems

Education

Bachelor's Degree Required

Active Life & Health License

Tools

HR portals

Job description

Location: Hybrid, Atlanta, GA

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 New York City and founded in 2007, our company has over 4,000 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!

JOB OVERVIEW:

The Client Manager will support the Client Executive and Managing Principal by proactively managing each client across all lines of coverage for, in most cases, large group employers (500+). Must have experience implementing, servicing and managing self-funded medical plans. This role partners with carriers, internal departments, and clients to ensure a seamless experience while helping clients navigate benefits administration, compliance, enrollment, billing, and employee benefits programs.

Responsibilities:

Data Management & Analytics

• Collect and maintain relevant client data in the designated operating systems
• Manage the exchange of data and information with clients and vendors as necessary
• Manage data analytics requests from clients
• Maintain a firm understanding of each client's financial standing relative to claims, fixed costs, projections, and modeling scenarios.
• Conduct ROI analysis for vendor solutions

Vendor Management

• Coordinate with vendors to ensure on-time benefits implementations and renewals
• Ensure timely review and execution of vendor contracts
• Manage vendors by tracking meeting notes and proactively following up to ensure timely delivery of requested data, responses to inquiries, and other service requests as they arise
• Review vendor plan documents (SPDs, SBCs, plan summaries, etc.) for accuracy
• Troubleshoot issues related to administration, billing, claims, etc.
• Manage RFP process and create presentation for review with client

Client Relationship Management

• Manage standing client meetings with Client Executive or Managing Principal by creating and leading agenda, tracking meeting notes, and updating status on tasks and projects
• Oversee the scheduling and completion of all communications, such as annual enrollment guides and other annual communications, new hire guides, employee transition guides, ad-hoc employer communications as needed and requested
• Manage the procurement of required governing documents, such as wrap documents, Section 125, etc.
• Facilitate and meet day-to-day client needs
• Lead or attend employee educational benefits meetings

What you'll bring:

• Bachelor's Degree Required
• Active Life & Health License
• Effective written and verbal communication skills
• Self-motivated/proactive
• Detail and task oriented
• Analytical thinker/problem solver
• Highly organized
• Strong time management and ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently and collaboratively within a team setting.
• Experience using agency management systems, HR portals, and related technology platforms.
• 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.

COMPENSATION:

Exempt: The base salary range for this position is $75,000 - $95,000. This range represents the employer's good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:

EPIC has over 60 offices and 4,000 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 o