Senior Employee Benefits Client Leader

EPIC Brokers; United States; Remote; USD 110.000 - 140.000; Vollzeit

Benefits dieser Stelle

Generous PTO

Parental leave

401(k) match

Medical benefits

Wellness programs

Tuition reimbursement

Mentorship program

Employee ERGs

Zusammenfassung

EPIC Insurance Brokers & Consultants is seeking a Senior Client Manager to partner with Producers and Client Executives in managing a book of employee benefits clients. You will handle renewals, vendor marketing, plan analysis, compliance support, open enrollment, and ongoing client relationships.

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Employee benefits knowledge

Client service

Communication

Organization

Problem solving

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Jobbeschreibung

EPIC Insurance Brokers & Consultants is seeking a Senior Client Manager to partner with Producers and Client Executives in managing a book of employee benefits clients. You will handle renewals, vendor marketing, plan analysis, compliance support, open enrollment, and ongoing client relationships.

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