Senior Wellbeing Programs Lead - Client Impact & Delivery

EPIC Insurance Brokers & Consultants; United States; On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Parental leave

Referral bonus $1,500 per hire

Health insurance

Job summary

EPIC Insurance Brokers & Consultants seeks a Senior Wellbeing Coordinator to drive onsite and virtual wellbeing programs for clients nationwide. You will blend hands-on program execution with client‑facing partnership, delivering measurable health outcomes at scale.

In this role, you’ll partner with the National Wellbeing and Health Management Practice to support employee health strategies, manage vendors, and coordinate multi‑program campaigns while mentoring junior team members.

Qualifications

• 3–5+ years in wellness, benefits, healthcare, or client/account management.
• Strong project management skills with ability to manage multiple priorities and deadlines.
• Experience working in a client‑facing, service‑oriented environment.
• Proven ability to coordinate complex programs or events from start to finish.
• Excellent communication skills—written and verbal.
• Detail‑oriented with strong problem‑solving skills and accountability.
• Experience with an employee benefits brokerage firm is preferred.

Responsibilities

• Lead the end‑to‑end execution of onsite and virtual wellbeing initiatives (health fairs, flu clinics, screenings, campaigns, and more).
• Manage logistics, timelines, and deliverables across multiple client programs simultaneously.
• Coordinate vendors, confirm scheduling, and oversee live event execution—including troubleshooting when needed.
• Monitor participation and outcomes to ensure programs deliver measurable results.
• Serve as a day‑to‑day point of contact for assigned clients.
• Build strong, consultative relationships through proactive communication and responsiveness.
• Support consultants and account managers with program insights, recommendations, and follow‑ups.
• Ensure all deliverables are completed on time and aligned with broader client wellbeing strategies.
• Oversee vendor sourcing, coordination, and performance management.
• Maintain organized project plans, timelines, and documentation across initiatives.
• Support budgeting processes, including tracking expenses and invoice coordination.
• Track engagement, outcomes, and key metrics across programs.
• Contribute to client reporting and presentations that demonstrate value and ROI.
• Maintain accurate records of activities, milestones, and performance data.
• Collaborate across teams to support integrated client strategies.
• Help improve processes, tools, and scalable ways of working.
• Support onboarding and mentoring of junior team members.
• Stay current on wellbeing trends, compliance considerations, and industry best practices.

Skills

Wellbeing program management

Client facing

Project management

Communication

Microsoft Office

Vendor coordination

Tools

Microsoft Office

Job description

EPIC Insurance Brokers & Consultants seeks a Senior Wellbeing Coordinator to drive onsite and virtual wellbeing programs for clients nationwide. You will blend hands-on program execution with client‑facing partnership, delivering measurable health outcomes at scale.

In this role, you’ll partner with the National Wellbeing and Health Management Practice to support employee health strategies, manage vendors, and coordinate multi‑program campaigns while mentoring junior team members.