Senior Client Manager - Employee Benefits

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 :

• Establish and maintain the primary, on-going benefits service relationship with client
• 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), in collaboration with producer 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).

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.

• Analyzes financial data and model program alternatives.
• Conducts marketing and new business development for employee’s book of business.
• 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.
• 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.
• Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team.

KEY COMPETENCIES :

Personal and Organizational Development

• 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.

EDUCATION and / or EXPERIENCE :

• College degree preferred or related experience required;
• Five or more years experience as an Account Manger 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 such as CEBS, BGA,PHR and CLU preferred;
• Valid Driver’s License.

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.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is 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 by this job 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.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

There is no or very limited exposure to physical risk.

WHY JOIN EPIC?

• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits : 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
5 days ago