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Sr. Client Manager, Large & National Accounts @EPIC Brokers

[Hiring] Sr. Client Manager, Large & National Accounts @EPIC Brokers

Mar 19, 2025 - EPIC Brokers is hiring a remote Sr. Client Manager, Large & National Accounts. đź’¸ Salary: $100,000 to $115,000 base pay. đź“ŤLocation: USA.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

This role involves managing client accounts and ensuring the delivery of appropriate benefit plans.

  • 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.
  • Manage and lead 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.

Qualifications

  • CA Life and Health License.
  • 5+ years' experience in employee benefits industry.
  • Must be willing to travel.
  • Proficient in Microsoft Office programs.

Requirements

  • This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle.
  • Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter.
  • 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.
  • 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”.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

  • Regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.
  • Specific vision abilities required include close vision, color vision, and ability to adjust focus.
  • Ability to travel independently to clients; some air travel may be required.

Work Environment and Environmental Conditions

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

  • The noise level in the work environment is usually moderate.
  • There is no or very limited exposure to physical risk.

Company Description

EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry, fueled by capable, committed people who share common beliefs and values.

  • Headquartered in San Francisco and founded in 2007.
  • Over 3,000 employees nationwide.
  • Core values: Owner mindset, Inspire trust, Think big, and Drive results.

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Back to Remote jobs  >   Sales / Business
Sr. Client Manager, Large & National Accounts @EPIC Brokers
Sales / Business
Salary đź’¸ $100,000 to $115,000 base pay
Remote Location
USA
Job Type full-time
Posted Mar 19, 2025
Apply for this position Unlock 52,647 Remote Jobs
️
đź“Ť Be aware of the location restriction for this remote position: USA
‼ Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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