Client Manager, Employee Benefits Insurance

OpenKrill; United States; Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Generous PTO

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Job summary

EPIC Insurance Brokers & Consultants is seeking a Client Manager to support client executives for large group employers, focusing on self-funded medical plans and benefits administration across carriers and vendors.

You will manage data, vendor contracts, client communications, and enrollment processes, leveraging agency management systems and HR portals. Requires a life/health license and 2+ years of employee benefits experience.

Qualifications

• 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 with strong time management.
• Ability to work independently and with a team.
• Experience using agency management systems, HR portals, and related tech.
• Minimum of 2 years of employee benefits account management experience.

Responsibilities

• Data Management & Analytics: Collect and maintain client data in OS; manage data exchange with clients and vendors.
• Data Management & Analytics: Conduct ROI analysis for vendor solutions.
• Vendor Management: Coordinate with vendors for timely implementations and renewals.
• Vendor Management: Review and execute vendor contracts; track data requests.
• Vendor Management: Manage RFPs and prepare client presentations.
• Client Relationship Management: Schedule and lead client meetings; track notes and status.
• Client Relationship Management: Oversee communications like enrollment guides and new hire guides.
• Client Relationship Management: Obtain governing documents (wrap docs, Section 125, etc.).
• Client Relationship Management: Facilitate day-to-day client needs; lead employee education meetings.

Skills

Effective written and verbal comms

Self-motivated

Detail oriented

Analytical thinker

Highly organized

Time management

Independent and collaborative

Strong professionalism & discretion

Education

Bachelor's Degree

Tools

Agency management systems

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:

• - 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.