19 Jobs in Duluth, GA
EPIC Insurance Brokers & Consultants is Hiring a Client Manager Near Duluth, GA
Essential Duties And ResponsiblitiesService
- 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
- Work with CE to set priorities and manage workflow to ensure goals are met;
- Maintain client timekeeper logs, and update benefits information on agency management systems, 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.
- General knowledge of coverages and services regarding Employee benefits; including fully insured, self-insured, and level funded options
- 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;
- Good interpersonal communication skills;
- Experienced 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;
- Requires two 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 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.
- Georgia Life and Health License; or willing to obtain within 60 days of hire date;
- Valid Driver License
WHY JOIN US?
- 15th Largest Broker in US
- Voted " Best Place to Work" in the Insurance Industry
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
Job Summary
Full Time
Insurance
$58k-75k (estimate)
05/25/2024
06/16/2024
epicbrokers.com
IRVINE, CA
1,000 - 3,000
2007
DAN RYAN
$500M - $1B
Insurance
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About EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm, founded in San Francisco, California in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services
The job skills required for Client Manager include Customer Service, Communication Skills, CRM, Consulting, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Manager. Select any job title you are interested in and start to search job requirements.
If you are interested in becoming a Client Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Manager job description and responsibilities
Manage client relationships strategically based on business and marketing objectives.
03/18/2022: New London, CT
They often visit different departments throughout the day to discuss the needs of clients and collaborate with them to solve any challenges.
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Learning the needs of clients and developing plans to meet them.
03/15/2022: Syracuse, NY
Provide an outstanding client experience by showcasing expertise, fostering trust, and growing customer satisfaction.
03/11/2022: Albany, NY
As a client receives services, the case manager may monitor the client and work with other service providers as necessary to address the clients needs.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Manager jobs
Client services managers must maintain good business relationships with current clients and find new accounts.
02/21/2022: Racine, WI
They should also verify details with the client to ensure there are no errors on either end of the agreement.
03/09/2022: Springfield, IL
Candidates should ensure their resume has all related education, experiences and skills necessary to the client services manager position they are applying for.
01/17/2022: South Bend, IN
Client relations managers must know how to work with others as they maintain strong professional relationships with their clients.
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To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.
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Step 3: View the best colleges and universities for Client Manager.
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