Senior Client Manager

EPIC Insurance Brokers & Consultants; San Francisco (CA); On-site; USD 100,000 - 125,000; Full time

Job summary

A leading insurance brokerage is seeking a Senior Client Manager in San Francisco, CA. The role involves serving as the primary contact for clients, analyzing their insurance needs, negotiating terms, and managing relationships. Candidates should have substantial experience in account management, ideally in benefits consulting, along with required certifications.

Qualifications

• Five or more years of experience as an Account Manager with a benefits consulting or brokerage firm.
• Working knowledge of Microsoft Office applications.
• Ability to handle sensitive and confidential situations.

Responsibilities

• Act as the primary expert resource for clients, handling questions on coverage and compliance.
• Analyze client data and negotiate insurance premium and commission rates.
• Conduct marketing and new business development.

Skills

Interpersonal Skills

Communication Skills

Analytical Skills

Education

College degree preferred

California Life and Health License

Tools

Microsoft Excel

Microsoft Word

Presentation Software

Job description

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Primary expert resource and first point of contact for clients, which includes research / analysis and handling of wide variety of client questions on coverage / eligibility, contractual issues, and government reporting compliance. Routine questions are delegated.
• For new and renewal business, analyzes relevant client data (e.g., census / experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf).
• Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team.
• Conducts marketing and new business development for employee’s book of business.

KEY COMPETENCIES : Service

• Establish and maintain the primary, on-going benefits service relationship with client;
• Work with clients, producers and other team members to assess the client’s plan objectives and develop a comprehensive client service delivery program to meet those objectives;
• Analyze financial data and model program alternatives, and advise client of alternatives and the recommended strategy;
• Manage the marketing process and negotiate with carriers and vendors on client’s behalf to provide cost effective solutions for the client;

EDGEWOOD PARTNERS

Insurance Center

• Manage the employee communication and open enrollment process for the client;
• Maintain expert knowledge regarding benefit products and trends and keep the client advised as appropriate;
• Advise clients on government reporting compliance issues, State and Federal legislation, rules and regulations.
• Participate in sales presentations as part of client / prospect teams.
• Work as a team within the needed timeline and production capabilities. Interact with others in a professional effective, supportive, and productive manner.

Personal and Organizational Development

• Set priorities and manage workflow for self and support team to ensure all goals are met;
• Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records;
• Interact with others effectively using strong, clear communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business, profitability and retention goals of the Company;
• Stay informed regarding industry information, new product / program developments, coverages, legislation, and technology to continuously improve knowledge and performance;
• Project a professional image in action and appearance.

EDUCATION and / or EXPERIENCE :

• College degree preferred or related experience required;
• Five or more years’ experience as an Account Manager with a benefits consulting or brokerage firm, or comparable experience with a medical carrier.
• Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word and presentation software.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

CERTIFICATES, LICENSES, REGISTRATIONS :

• California Life and Health License required.

COMPENSATION :

The national average salary for this role is $100,000.00 - $125,000.00 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.

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

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Senior Client Manager • California Street Floor , San Francisco, CA