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Client Service Supervisor

2 months ago

Fort Wayne, United States EPIC Brokers Full time

The Client Services role provides a high level of sales support to the assigned Producer(s) and customer service to clientele. He/she will assist in the production of new and renewal accounts in keeping with agency and individual Producer goals and provide field service in support of producer activities.- Marketing - quote new and renewal TPA self funded business (complete census data, etc.); prepare new and renewal presentations for the Producer(s); prepare 9 month review of claim and financial, eligibility and claim data (to be used to prepare for the upcoming renewal); maintain copies of license and insurance for "outside" producers- Client Service - meet with the client to review the services Employee Plans, LLC will- agreements, UR agreements, business assoc agreements etc); develop plan documents and amendments to the plan; conduct enrollment meetings; coordinate and communicate the new sale services with Employee Plans,
- LLC; assist Producer(s) with the 9 month review presentation; direct contact for escalated client issues- Implementation - liason between client and Employee Plans, LLC; quarterback the whole process of getting a new group onboarded with the TPA and communicate changes to groups renewing.- Other duties as assigned- Education or Degree- HS/GED but Bachelors Degree preferred- Area of Study- Insurance or Business preferred- Type of Experience/ Background Required- Fully Insured/Self Insured Experience- Minimum Years of Experience Required- 10 years- Certificates, Licenses or Registrations: List the certificates, licenses or registrations that are required to perform the essential duties of the job. Also list preferred but not requires certificates, licenses or registrations.- Current Life and Health License or ability to obtain within 90 days.WHY JOIN US?
- 15th Largest Broker in US
- Voted " Best Place to Work" in the Insurance Industry
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips).
- 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._