EPIC Insurance Brokers & Consultants

Client Manager – Senior Client Manager

EPIC Insurance Brokers & Consultants

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $41 - $51 per hour

Job Level

Senior

About the role

  • 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 including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies.
  • Work with the CE 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.
  • 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.

Requirements

  • High school diploma; college degree preferred.
  • Two or more years' experience as an Associate Client Manager or Client 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.
Benefits
  • 401K matching
  • Generous Time Off Policy
  • Flexible Work Options
  • Medical
  • Dental
  • Vision
  • Pet Insurance
  • Cancer Insurance
  • Wellness Programs
  • Employee Award Programs (Trips!)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer servicenegotiationcomplianceproposal preparationdata analysisworkflow managementbenefit plan designmarket comparisonopen enrollment coordinationgovernment reporting
Soft Skills
interpersonal skillscommunication skillsteamworktactdiplomacytime managementorganizational skillsproblem-solvingadaptabilityprofessionalism