Client Manager

To perform this role successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

About the role

Headquartered in San Francisco and founded in 2007, EPIC Insurance Brokers & Consultants has over 3,000 employees nationwide. With locations across the U.S., our local market knowledge and industry expertise support our clients' regional and global needs. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results.

Location: Concord, CA (Hybrid)

Responsibilities

• Serve as the primary expert resource and first point of contact for clients; research, analyze, and respond to a wide range of client inquiries including coverage/eligibility, contractual issues, and government reporting compliance. Routine inquiries may be delegated.
• For new and renewal business, analyze relevant client data (e.g., census data, experience data, and contractual insurance requirements).
• Conduct market comparisons by analyzing insurance rates and renewal information and obtaining quotes.
• Partner with senior-level executives and managers to develop and recommend benefit strategies, including coverage options and exclusions.
• Negotiate premium and commission rates on behalf of clients, acting with full authority from EPIC to represent its interests.
• Provide marketing and new business development support to producers, including preparation of proposals and presentations, and participation in prospect and client meetings.
• Conduct marketing and new business development for your own book of business.
• Establish and maintain strong, long-term benefits service relationships with clients.
• Collaborate with clients, producers, and internal team members to assess plan objectives and develop comprehensive service delivery strategies.
• Analyze financial data, model program alternatives, and advise clients on recommended strategies.
• Manage the marketing process and negotiate with carriers and vendors to provide cost-effective solutions.
• Lead employee communication and open enrollment processes.
• Maintain expert-level knowledge of benefit products, industry trends, and regulatory developments.
• Advise clients on State and Federal compliance requirements, including government reporting.
• Participate in client and prospect sales presentations as part of a team.
• Work collaboratively within required timelines while maintaining high standards of professionalism and productivity.
• Set priorities and manage workflow for self and support team to ensure goals and deadlines are met.
• Maintain accurate and up-to-date proposals, workflow logs, benefits data, and documentation in agency management systems.
• Communicate effectively and professionally, demonstrating cooperation, poise, tact, and diplomacy.
• Stay informed on industry trends, product developments, legislation, and technology to continuously improve performance.
• Consistently project a professional image in both appearance and conduct.

Requirements

• Bachelor’s degree preferred or equivalent related experience required.
• Five (5) or more years of experience as an Account Manager with a benefits consulting or brokerage firm, or comparable experience with a medical carrier.
• Proficiency in Microsoft Office applications, including Excel, Word, and presentation software.
• Ability to thrive in a fast-paced environment while managing multiple competing priorities.
• Strong interpersonal skills with the ability to handle confidential and sensitive information; position requires teamwork, discretion, and professionalism.
• California Life and Health License required.
• Professional designations such as CEBS, BGA, PHR, or CLU preferred.
• Valid driver’s license required.

Pay

The national average hourly rate for this role is $41.00 to $51.00 in base pay, 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.

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.
• Employee referral bonus program of $1,500 per hired referral.
• Employee recognition programs for demonstrating EPIC’s values, plus additional awards and programs (including 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.
• 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs.

EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. The company is also involved in charitable efforts including Donation Connection, Employee Assistance Fund, and People First Foundation.