Senior Employee Benefits Manager

EPIC Insurance Brokers & Consultants; San Francisco (CA); Presencial; USD 110 000 - 140 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Generous PTO & holidays

Parental leave

401(k) match

Medical/dental/vision/wellness/EAP

Tuition reimbursement & mentorship

Recognition programs & referrals

Employee Resource Groups

Resumo da oferta

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

Ideal candidates bring strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex accounts in a fast-paced environment.

Qualificações

• 5+ years of employee benefits account management experience.
• Proven renewals, plan design, and carrier market understanding.
• Experience serving mid-market or large group employee benefits clients preferred.
• Proficient with Microsoft Excel, Word, and PowerPoint.
• Thrives in a deadline-driven, client-facing environment.
• Excellent communication, organization, and problem-solving skills.

Responsabilidades

• Serve as primary client contact and subject matter expert for employee benefits accounts.
• Manage day-to-day client service, escalations, and complex inquiries.
• Analyze client census and experience data for quotes and renewals.
• Conduct carrier marketing, obtain quotes, compare plan designs, and evaluate alternatives.
• Present recommendations to clients, including senior HR and leadership.
• 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.

Conhecimentos

Employee benefits knowledge

Client service

Communication

Deadline-driven

Formação académica

Active California Life & Health Insurance License

CEBS

PHR

BGA

CLU

Ferramentas

Excel

Word

PowerPoint

Descrição da oferta de emprego

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

Ideal candidates bring strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex accounts in a fast-paced environment.