What are the responsibilities and job description for the Account Manager-Employee Benefits position at EPIC Brokers?
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: Boca Raton, FL, hybrid in office 3 days a week
JOB OVERVIEW:
The Employee Benefits Sr. Client Manager (SCM) works with the Producer or Client Executive (CE) to implement a client's employee benefits strategy and to service the account. Responsibilities include preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day-to-day needs of the client.
WHAT YOU'LL DO:
- Establish and maintain the day-to-day business relationship with the client, becoming the first point of contact
- Work with clients, producers and other team members to implement a comprehensive customer service plan
- Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials
- Complete cobra paperwork on behalf of the client, both at renewal and for new group set up
- Distribute or facilitate distribution of resource information provided by the Client Executive (CE) to clients to continually keep them informed of benefit trends, State and Federal legislation, rules, and regulations
- Liaison with compliance department and Client Executive (CE) to advise clients on government reporting compliance issues, and to assist with the preparation of client specific compliance resources
- Compile and maintain client and benefit plan information in EPIC's CRM - new group set up and renewals- data provided by Client Executive
- Issue resolution for simple claims, coordinate escalated claims with the claims department and share communication to the claimant as to who is on contact point post transfer to the claims department
- Resolve enrollment and eligibility issues
- Research and resolve client billing issues
- Maintain open and continuing communication with the assigned Client Executive on all client issues and events
- Coordinate and participate in consistent training/mentoring events with the Client Executive
- Coordinate meetings and updates as needed
- Work with CE to set priorities and manage workflow to ensure 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
- Be responsive and 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.
WHAT YOU'LL BRING:
- Full knowledge of Employee Benefits lines of coverage and services
- Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel
- Strong attention to detail and time management abilities
- Strong ability to multi-task and assign priorities
- Ability to work effectively and efficiently in a team environment as well as independently without direct supervision
- Strong interpersonal communication skills; both written and oral
- Demonstrated experience with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively
- High school diploma required; some college preferred
- Prefer five or more years' experience as a Client Manager with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA
- Must be able to work in a fast-paced environment with demonstrated ability to juggle/prioritize multiple competing tasks and demands
- Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy.
- Life and Health License; or willing to obtain within 60 days of hire date;
- Valid Driver 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, 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.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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