Client Manager

The Account Manager serves as the primary day-to-day contact for employee benefits clients, delivering exceptional service and support throughout the client lifecycle. This role partners closely with Client Executives, carriers, internal departments, and clients to ensure a seamless experience while helping clients navigate benefits administration, compliance, enrollment, billing, and employee benefits programs.

What You'll Do:

Client Service & Account Management

Serve as the primary day-to-day contact for assigned clients and build strong, trusted relationships.

Partner with clients, Client Executives, and internal teams to execute comprehensive service plans.

Coordinate and support open enrollment meetings, including preparation of employee communication materials.

Complete COBRA paperwork for new group implementations and renewals.

Maintain ongoing client communication regarding benefit trends, legislative changes, and regulatory updates.

Collaborate with compliance specialists and Client Executives to support government reporting requirements and compliance initiatives.

Maintain accurate client and benefits plan information within EPIC's CRM system.

Resolve enrollment, eligibility, and basic claims issues while coordinating escalated claims with the claims department.

Research and resolve billing discrepancies and administrative concerns.

Keep Client Executives informed of client issues, concerns, and significant events.

Participate in mentorship, training, and professional development activities.

Operational Excellence

Work closely with Client Executives to prioritize activities and manage workflows effectively.

Maintain client documentation, activity logs, and agency management system records.

Communicate professionally and collaborate effectively with colleagues, clients, and carrier partners.

Stay current on industry developments, market trends, product offerings, legislation, and technology advancements.

Consistently project a professional and customer-focused image.

What You'll Bring

Working knowledge of employee benefits programs, including:

Fully insured plans

Self-funded plans

Level-funded plans

Strong proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.

Excellent organizational skills with exceptional attention to detail.

Strong time management and ability to manage multiple priorities in a fast-paced environment.

Ability to work independently and collaboratively within a team setting.

Effective written and verbal communication skills.

Experience using agency management systems, HR portals, and related technology platforms.

High school diploma required; some college coursework preferred.

Minimum of 2 years of employee benefits account management experience with a brokerage, consulting firm, insurance carrier, TPA, or related organization.

Demonstrated ability to manage competing deadlines while maintaining a high level of service.

Strong professionalism, discretion, diplomacy, and ability to handle confidential information.

Licenses & Certifications

Georgia or Indiana Life & Health License, or ability to obtain within 60 days of hire.

Valid driver's license.

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 Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days 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 Employee recognition programs 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 benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance 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 in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

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.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

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