Client Manager, Employee Benefits

4675 MacArthur Court, Suite 750, Newport Beach, CA 92660

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 Client Benefits works with the Producer or Client Executive to implement a client’s benefits strategy and service the account. The CM is responsible for marketing as well as day-to-day client management and support. The CM’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.

Location:

This role requires a hybrid work schedule 3x a week out of the Newport Beach office.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. 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 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.
2. 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:

1. Full knowledge of Employee Benefits lines of coverage and services;
2. Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel;
3. Strong attention to detail and time management abilities;
4. Strong ability to multi-task and assign priorities;
5. Ability to work effectively and efficiently both with and without direct supervision;
6. Ability to work effectively and efficiently in a team environment as well as independently;
7. Strong interpersonal communication skills, both written and oral;
8. 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:

1. High school diploma; college degree preferred;
2. Two or more years experience as an Associate or with a benefits consulting or brokerage firm, or comparable experience with a medical carrier;
3. Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, and presentation software;
4. Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands;
5. 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:

1. California Life and Health License;
2. Valid Driver License;

The national average salary for this role is $80,000 to $100,000 in base pay and exclusive of any bonuses or benefits. 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 JOIN EPIC?

• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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.

#LI-LL1 #LI-Hybrid

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