Senior Client Manager

EPIC Insurance Brokers & Consultants; San Francisco (CA); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Generous paid time off

Parental leave

401(k) with company match

Tuition reimbursement

Job summary

EPIC Insurance Brokers & Consultants is seeking a Senior Client Manager to oversee employee benefits accounts, renewals, vendor marketing, plan analysis, and open enrollment. You will manage complex client relationships and coordinate with Producers and Client Executives to deliver tailored benefit solutions in a fast-paced environment.

The ideal candidate brings extensive employee benefits brokerage experience, consultative client skills, and a track record of managing large or mid-market

Qualifications

• 5+ years of experience in employee benefits account management with a brokerage, consulting firm, or health insurance carrier.
• Strong understanding of benefits renewals, plan design, and carrier markets.
• Experience supporting mid-market or large group employee benefits clients preferred.
• Proficiency with Microsoft Excel, Word, and PowerPoint.
• Ability to thrive in a deadline-driven, client-facing environment.
• Excellent communication, organization, and problem-solving skills.

Responsibilities

• Serve as the primary client contact and subject matter expert for employee benefits accounts
• Manage day-to-day client service, escalations, and complex coverage or compliance inquiries
• Analyze client census and experience data for new and renewal business
• Conduct carrier marketing, obtain quotes, compare plan designs, and evaluate alternatives
• Present recommendations to clients, including senior HR and leadership stakeholders
• Negotiate premiums, plan terms, and commissions with carriers and vendors on behalf of clients
• Lead open enrollment planning and execution, including employee communications
• Prepare client presentations, proposals, and benefit summaries
• Support Producers with sales activities and new business development
• Maintain accurate documentation in agency management systems and CRM tools

Skills

Employee benefits

Carrier negotiation

Compliance knowledge

Client service

Education

California Life & Health Insurance License

CEBS, PHR, BGA, CLU

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

EPIC Insurance Brokers & Consultants is one of the fastest‑growing insurance brokerage and consulting firms in the United States. Founded in 2007 and headquartered in San Francisco, EPIC has more than 3,000 employees across 60+ offices nationwide, combining national scale with local market expertise.

Our continued growth is fueled by people who bring an owner mindset, inspire trust, think big, and drive results. If you are looking for a long‑term career with a collaborative, growth‑oriented organization, EPIC may be the right fit.

Position Summary

EPIC Insurance Brokers & Consultants is one of the fastest‑growing insurance brokerage and consulting firms in the United States. Founded in 2007 and headquartered in San Francisco, EPIC has more than 3,000 employees across 60+ offices nationwide, combining national scale with local market expertise.

Our continued growth is fueled by people who bring an owner mindset, inspire trust, think big, and drive results. If you are looking for a long‑term career with a collaborative, growth‑oriented organization, EPIC may be the right fit.

Position Summary

The Senior Client Manager partners closely with Producers and Client Executives to manage and service a book of employee benefits clients. This role is responsible for renewals, vendor marketing, plan analysis, compliance support, open enrollment, and ongoing client relationship management.

The ideal candidate brings strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex accounts in a fast‑paced environment.

Key Responsibilities

• Serve as the primary client contact and subject matter expert for employee benefits accounts
• Manage day‑to‑day client service, escalations, and complex coverage or compliance inquiries
• Analyze client census and experience data for new and renewal business
• Conduct carrier marketing, obtain quotes, compare plan designs, and evaluate alternatives
• Present recommendations to clients, including senior HR and leadership stakeholders
• Negotiate premiums, plan terms, and commissions with carriers and vendors on behalf of clients
• Lead open enrollment planning and execution, including employee communications
• Prepare client presentations, proposals, and benefit summaries
• Support Producers with sales activities and new business development
• Maintain accurate documentation in agency management systems and CRM tools

Core CompetenciesClient Service & Consulting

• Employee benefits strategy and advisory support
• Medical, dental, vision, life, disability, and ancillary benefits knowledge
• Carrier negotiation and vendor management
• Compliance support related to state and federal regulations

Leadership & Collaboration

• Partner effectively with Producers, Client Executives, and service teams
• Mentor junior staff and support team workflows
• Manage multiple deadlines, priorities, and client deliverables

Qualifications

• 5+ years of experience in employee benefits account management with a brokerage, consulting firm, or health insurance carrier
• Strong understanding of benefits renewals, plan design, and carrier markets
• Experience supporting mid‑market or large group employee benefits clients preferred
• Proficiency with Microsoft Excel, Word, and PowerPoint
• Ability to thrive in a deadline‑driven, client‑facing environment
• Excellent communication, organization, and problem‑solving skills

Licenses & Certifications

• Active California Life & Health Insurance License required
• Professional designations such as CEBS, PHR, BGA, or CLU preferred

Compensation

The national base salary range for this position is $100,000 – $140,000, exclusive of bonuses or benefits. Final compensation will be based on experience, skills, certifications, location, and internal equity.

Why EPIC?

EPIC offers a comprehensive and competitive total rewards package, including:

• Generous paid time off and company holidays
• Paid parental leave and family‑supportive benefits
• 401(k) with company match
• Medical, dental, vision, wellness, and EAP programs
• Professional development, tuition reimbursement, and mentorship
• Employee recognition programs and referral bonuses
• Employee Resource Groups and inclusive culture

EPIC fosters a 50/50 culture that values both production and service excellence—and we actively invest in our people’s growth.

Equal Opportunity Employer

EPIC embraces diversity in all its forms and is committed to creating an inclusive work environment where every employee feels valued, respected, and empowered.

California Applicants:
View your privacy rights here:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf

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