Senior Client Manager - Large and National Accounts

5 days ago

Apply Now

Receive Emails with Similar Jobs

EPIC Insurance Brokers & Consultants

WebsiteLinkedInAll Job Openings

EPIC Insurance Brokers & Consultants is a leading insurance brokerage and consulting firm that specializes in providing comprehensive insurance solutions and risk management services to businesses and individuals. With a focus on innovation and customer service, EPIC leverages its expertise to help clients navigate the complex insurance landscape and ensure they have the right coverage for their needs. The firm operates with a commitment to its core values of integrity, excellence, and teamwork, striving to deliver exceptional value to every client.

Risk Management Services • Employee and Executive Benefits Consulting • Property & Casualty Insurance Brokering • Private Client Services and Individual Risk Management • Claims Management and Advocacy

1001 - 5000 employees

🤝 B2B

💰 Seed Round on 2007-01

📋 Description

• 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. • Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. • Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. • Gather information and analyze data to determine appropriate client benefit plans. • Market and determine Suite of Services vendor’s best suited for client. • Daily management of assigned accounts. • Responsible for open enrollment and new carrier installations. • Act as primary service contact for the client. • Manages and leads CSR to resolve client billing, claims and eligibility issues. • Develop and maintain client and carrier relationships. • Assist in the delivery of marketing presentations. • Ensure company database is kept current. • Document all client activity in company database. • Ensure client data is kept accurate and electronic files maintained. • Generate various communication documents for clients. • Ensure that all service commitments are met. • Ensure the production, delivery and accuracy of contracts, benefit summaries, 5500’s and Wrap SPD. • Assist in the delivery of midyear presentations. • Accompany account team on client meetings outside of the office. • Other duties as assigned.

🎯 Requirements

• CA Life and Health License. • 5+ years' experience in employee benefits industry. • Must be willing to travel • Proficient in Microsoft Office programs. • This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.

🏖️ Benefits

• 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, Cancer 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”