Client Manager, Employee Benefits

Client Manager, Employee Benefits

The Employee Benefits Client Manager (CM) works with the Producer and / or Client Executive (CE) to implement a client's employee benefits strategy and service the day-to-day service of the account.

LOCATION : Seattle, WA

Essential Duties And Responsibilities :

Service

Work with clients, vendors, producers and other team members to implement a comprehensive customer service plan

Establish and maintain the day-to-day business relationship with the client and the first point of contact for client service needs

Prepare the Request for Proposal (RFP) for presentation including analysis of current and / or proposed benefit plan designs, market comparison data, and contribution strategies

Support the CE to negotiate with carriers on clients' behalf for best available premiums, commissions and coverage

Coordinate details 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 regulations

Advise clients on government reporting compliance issues, as appropriate

Assist with the preparation of client-specific compliance resources

Personal and Organizational Development

Set priorities and manage workflow 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

Be responsive and interact with others effectively utilizing communication skills, cooperating purposefully, and providing information and guidance as needed to achieve business goals

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

Key Competencies :

Full knowledge of Employee Benefits lines of coverage and services

Advanced knowledge of presentation programs and Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Teams, and Excel

Strong attention to detail and time management

Strong ability to multi-task, prioritize and assign tasks

Ability to work effectively and efficiently both with and without direct supervision

Ability to work effectively and efficiently in a team environment as well as independently

Strong interpersonal communication skills, both written and oral

Demonstrated experience with Agency Management Systems, coverages, compliance and industry operations.

Education And / or Experience :

High school diploma required; college degree preferred

Two or more years' experience as a Client 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 including Excel, Word, Teams and presentation programs

Must be able to work in a fast-paced environment with demonstrate ability to juggle multiple competing tasks and demands

Must have a high level of interpersonal skills to handle sensitive and confidential situations.

Certificates, Licenses, Registrations :

Washington Life, Disability (health), and Travel license

Valid Driver License

Compensation :

The national average salary for this role is $90,000.00 to $95,000.00 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 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
• 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.