Client Manager, Employee Benefits

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

Benefits offered by this job

Generous PTO

Bonuses and benefits package

401(k) matching

Medical insurance

Job summary

EPIC Insurance Brokers & Consultants is seeking a Client Manager in hybrid Atlanta to support client executives across all lines of coverage for large groups. You will manage data, analytics, enrollments, compliance, and vendor relations to ensure a seamless benefits experience for clients.

You’ll lead client meetings, prepare communications, and coordinate documents while applying your knowledge of life and health licenses and brokerage systems in a fast-paced environment.

Qualifications

• Bachelor's Degree Required.
• Active Life & Health License.
• Experience with agency management systems and HR portals.
• 2+ years of employee benefits account management experience.

Responsibilities

• Data Management & Analytics: collect and maintain client data across systems, manage data exchange with clients and vendors, review vendor contracts, analyze ROI.
• Client Relationship Management: lead client meetings, coordinate annual communications and guides, procure governing documents, support day-to-day client needs, educate employees.

Skills

Agency management systems

HR portals

Data analytics

Analytical thinker

Time management

Independence and teamwork

Client communications

Confidential information handling

Education

Bachelor's Degree

Tools

Self-funded medical plans

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
• 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 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
• 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.

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.

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