Client Manager

EPIC Insurance Brokers & Consultants

Client Manager serving as the primary expert resource for benefits consulting at EPIC Brokers. Engaging in client inquiries and managing new business development while analyzing relevant client data.

Posted 6/30/2026full-timeSeattle • Washington • 🇺🇸 United StatesMid-LevelSenior💰 $54 - $56 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, benefit strategy development, and market analysis within the insurance and benefits consulting industry. Proficient in negotiating rates and providing marketing support while maintaining professionalism and discretion.

Highest-signal resume keywords

Account ManagementBenefits ConsultingMarket AnalysisClient NegotiationMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Client Inquiry AnalysisData AnalysisInsurance Rate ComparisonProposal PreparationContractual Insurance Requirements

Soft Skills

Interpersonal SkillsTeamworkDiscretionProfessionalismTime Management

Tools & Technologies

Microsoft ExcelMicrosoft WordPresentation Software

Industry Keywords

Benefits StrategyInsurance BrokerageGovernment Reporting ComplianceNew Business DevelopmentCensus Data

About the role

Key responsibilities & impact

Serve as the primary expert resource and first point of contact for clients; research, analyze, and respond to a wide range of client inquiries including coverage/eligibility, contractual issues, and government reporting compliance. Routine inquiries may be delegated.
For new and renewal business, analyze relevant client data (e.g., census data, experience data, and contractual insurance requirements).
Conduct market comparisons by analyzing insurance rates and renewal information and obtaining quotes.
Partner with senior-level executives and managers to develop and recommend benefit strategies, including coverage options and exclusions.
Negotiate premium and commission rates on behalf of clients, acting with full authority from EPIC to represent its interests.
Provide marketing and new business development support to producers, including preparation of proposals and presentations, and participation in prospect and client meetings.
Conduct marketing and new business development for the employee’s own book of business.

Requirements

What you’ll need

Bachelor’s degree preferred or equivalent related experience required.
Five (5) or more years of experience as an Account Manager with a benefits consulting or brokerage firm, or comparable experience with a medical carrier.
Proficiency in Microsoft Office applications, including Excel, Word, and presentation software.
Ability to thrive in a fast-paced environment while managing multiple competing priorities.
Strong interpersonal skills with the ability to handle confidential and sensitive information; position requires teamwork, discretion, and professionalism.

Benefits

Comp & perks

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, 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'