Description
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
- 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, 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: https://www.epicbrokers.com/about/epic-careers/.
EPIC embraces diversity in all its various forms—whether 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.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
Massachusetts G.L.C. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
#LI-MS2
#LI-Hybrid
Apply on company website
Find Connections via Linkedin
