Senior Employee Benefits Client Lead

EPIC Insurance Brokers & Consultants; Concord (CA); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Generous paid time off

Parental leave

401(k) with company match

Wellness programs

Tuition reimbursement

Mentorship

Employee recognition

Diversity & inclusion

Job summary

EPIC Insurance Brokers & Consultants is seeking a Senior Client Manager to partner with Producers and Client Executives, managing renewals, vendor marketing, plan analysis, compliance support, open enrollment, and ongoing client relationship management for employee benefits clients.

The ideal candidate brings strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex accounts in a fast-paced environment, with a focus on renewals and compliance.

Qualifications

• 5+ years in employee benefits account management in a brokerage or consulting firm.
• Strong renewals, plan design, and carrier market knowledge.
• Proficient with Microsoft Office suite.
• Able to thrive in a deadline-driven, client-facing environment.

Responsibilities

• Serve as primary client contact and subject matter expert for employee benefits accounts.
• Manage day-to-day client service, escalations, and complex coverage/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.
• 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 documentation in agency management systems and CRM tools.

Skills

Client service

Consulting

Leadership

Communication

Organization

Education

California Life & Health Insurance License

CEBS/PHR/CLU/BGA preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

EPIC Insurance Brokers & Consultants is seeking a Senior Client Manager to partner with Producers and Client Executives, managing renewals, vendor marketing, plan analysis, compliance support, open enrollment, and ongoing client relationship management for employee benefits clients.

The ideal candidate brings strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex accounts in a fast-paced environment, with a focus on renewals and compliance.