Senior Client Manager1 California Street Floor 4, San Francisco, CA 94111

Senior Client Manager

Summary : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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.

Key Competencies :

Education and / or Experience : College degree preferred or related experience required; Five or more 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. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

Certificates, Licenses, Registrations : California Life and Health License required. Professional designations

Compensation : The national average salary for this role is $100,000.00 - $125,000.00 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.

EPIC embraces diversity in all its various formswhether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.