Senior Client Manager, Employee Benefits
Senior Client Manager, Employee Benefits
EPIC Insurance Brokers & Consultants
Newport Beach, CA
See who EPIC Insurance Brokers & Consultants has hired for this role
Location: Hybrid, Newport Beach, CA
Essential Duties And Responsibilities
Service
Essential Duties And Responsibilities
- Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance
- Routine questions are delegated
- For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf)
- Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team
- Conducts marketing and new business development for employee’s book of business
- Analyzes financial data and model program alternatives
- Manages compliance and overall client schedule of activities
- Manages employee communication and open enrollment process for the client (translate to Spanish as needed)
- Conduct open enrollment employee meetings (In English/Spanish as needed)
Service
- Establish and maintain the primary, on-going benefits service relationship with client
- Work with clients, producers and other team members to assess the client’s plan objectives and develop a comprehensive client service delivery program to meet those objectives
- Analyze financial data and model program alternatives and advise client of alternatives and the recommended strategy
- Manage the marketing process and negotiate with carriers and vendors on client’s behalf to provide cost effective solutions for the client
- Manage the employee communication and open enrollment process for the client
- Maintain expert knowledge regarding benefit products and trends and keep the client advised as appropriate
- Advise clients on government reporting compliance issues, State and Federal legislation, rules and regulations
- Participate in sales presentations as part of client/prospect teams
- Work as a team within the needed timeline and production capabilities
- Interact with others in a professional effective, supportive, and productive manner
- Set priorities and manage workflow for self and support team 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 using strong, clear communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business, profitability and retention goals of the Company
- Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance
- Project a professional image in action and appearance
- 5 years' experience as an Account Manager with a benefits consulting or brokerage firm, or comparable experience with a medical carrier
- Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word and presentation software
- Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
- Must have high level of interpersonal skills to handle sensitive and confidential situations. This position continually requires teamwork, demonstrated poise, tact, and diplomacy
- California Life and Health License required
- Professional designations such as CEBS, BGA, PHR and CLU preferred
- Valid Driver’s License
- 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!).
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Seniority level
Mid-Senior level -
Employment type
Contract -
Job function
Sales and Business Development -
Industries
Insurance
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