Client Manager -Employee Benefits

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

 

LOCATION: Indiana-Hybrid (1 day a week in the office may be required)

 

WHAT YOU’LL DO: 

• The Client Manager-Employee Benefits works closely with Employee Benefits Sales and Shared Services to provide marketing and support to meet the day-to-day service needs of each client
• Work closely with Employee Benefits Advisor and team members on new and renewal business on an assigned book of clients
• Responsible for gathering the information for the marketing process of new and renewal business including gathering and submitting information to Marketing Manager and review and revise client presentations for medical and ancillary quote comparisons
• Attends Client Onboarding meeting physically or via phone with client, carrier, EB Advisor and/or Client Executive
• Maintain ownership of continuous updates/changes, additions, and deletions to ensure proper insurance coverage
• Provides day-to-day service of clients, including resolving issues via phone or email, responds to inquiries regarding coverage and other inquiries of internal and external customers
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
• Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance
• Follow the direction of Management and comply with all company policies
• Other duties as assigned and requested by management
• Able to work an adjusted work schedule as needed to support clients

 

WHAT YOU’LL BRING:

• High school diploma or GED required; some college preferred

• Experience with all lines of employee benefits, including health, dental, and vision, etc.

• Previous call center and/or customer service experience in an insurance or medical environment required
• Proficient in Microsoft Office products, including Word, Excel, PowerPoint and Outlook programs
• Familiar with health insurance policies, ERISA laws and industry terminology

• Must be able to explain group insurance coverage options and suggest appropriate options

• Excellent communication and diplomacy skills to resolve client issues; able to communicate and execute resolutions
• Must be able to interpret guidelines and utilize resources available to analyze and resolve benefit coverage issues and conflicts
• Confidentiality of all customer account information within HIPAA guidelines
• Goal oriented, highly self-motivated and resourceful to achieve results
• Ability to work independently, as well as in a team environment
• Local travel may be required

• Able to work an adjusted work schedule as needed to support clients in the Central Standard time zone and Pacific Standard time zone
• Willingness to obtain a valid Indiana Life and Health License is preferred 

 

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