Senior Employee Benefits Client Leader

Pharmaceutical Strategies Group LLC; United States; Remote; USD 110,000 - 140,000; Full time

Benefits offered by this job

Generous PTO and holidays

Parental leave

401(k) with company match

Medical/dental/vision

Tuition reimbursement

Mentorship program

Job summary

EPIC Insurance Brokers & Consultants in the United States seeks a Senior Client Manager to partner with Producers and Client Executives, manage a book of employee benefits clients, and oversee renewals, vendor marketing, plan analysis, compliance support, and open enrollment.

The ideal candidate has 5+ years in employee benefits account management, strong client‑facing skills, and proficiency with Excel, Word, and PowerPoint.

Qualifications

• 5+ years in employee benefits account management in a brokerage, consulting firm, or health insurance carrier.
• Strong client-facing skills and ability to manage complex accounts.
• Proficiency with Microsoft Excel, Word, and PowerPoint.
• Experience with mid-market or large group employee benefits clients preferred.

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 account management

Client servicing

Carrier negotiation

Regulatory compliance

Education

California Life & Health Insurance License

CEBS

PHR

CLU

Tools

Excel

Word

PowerPoint

Job description

EPIC Insurance Brokers & Consultants in the United States seeks a Senior Client Manager to partner with Producers and Client Executives, manage a book of employee benefits clients, and oversee renewals, vendor marketing, plan analysis, compliance support, and open enrollment.

The ideal candidate has 5+ years in employee benefits account management, strong client‑facing skills, and proficiency with Excel, Word, and PowerPoint.