Client Manager - Employee Benefits

LOCATION:

The role is located out of our Austin, Tx office with a hybrid work schedule.

SUMMARY:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Overview: The Employee Benefits Client Manager works with the Producer or Account Executive (AE) to implement a client’s employee benefits strategy and service the account. The Client Manager is responsible for marketing as well as day-to-day client management and support. The Client Manager’s responsibilities include plan marketing, analysis of renewal designs and alternatives, preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day-to-day needs of the client.

 ESSENTIAL DUTIES AND RESPONSIBILITIES:

 Service

 • Establish and maintain the day-to-day business relationship with the client and becomes the first point of contact for client service needs;

 • Work with clients, producers and other team members to implement a comprehensive customer service plan;

 • Prepare the Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies;

• Work with the AE to negotiate with carriers on clients’ behalf for best available premiums, commissions and coverage; 

• Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials;

• Distribute resource information to clients to continually keep them informed of benefit trends, State and Federal legislation, rules and regulations;

• Advise clients on government reporting compliance issues, as appropriate; • Assist with the preparation of client-specific compliance resources.

Personal and Organizational Development

• Set priorities and manage workflow for self to ensure all goals are met;

• Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records;

• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;

• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance;

• Project a professional image in action and appearance.

KEY COMPETENCIES:

• Full knowledge of Employee Benefits lines of coverage and services;

• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel;

• Strong attention to detail and time management abilities;

• Strong ability to multi-task and assign priorities;

• Ability to work effectively and efficiently both with and without direct supervision;

• Ability to work effectively and efficiently in a team environment as well as independently;

• Strong interpersonal communication skills, both written and oral;

• Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.

EDUCATION and/or EXPERIENCE:

• High school diploma; college degree preferred;

• Two or more years experience as an Associate Account Manager or Account Manager with a benefits consulting or brokerage firm, or comparable experience with a medical carrier;

• Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, and presentation software;

• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands;

• Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, demonstrated poise, tact, and diplomacy.

CERTIFICATES, LICENSES, REGISTRATIONS:

• California Life and Health License;

• Valid Driver License;

PHYSICAL DEMANDS:

 The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Unlimited PTO for salaried employees; 22 PTO days starting out for hourly employees; 12 company-observed paid holidays; 4 early-close days; plus additional paid days off
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Quarterly employee recognition program for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique insurance, such as Pet Insurance and Cancer Insurance
• Additional benefits include (but are not limited to): 401(k) matching, flexible work options, medical insurance, dental insurance, vision insurance, and wellness programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re a top 10 privately held insurance brokerage
• We’ve consistently been voted “Best place to work” in the insurance industry since 2009

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

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