Client Manager, Employee Benefits

1 week ago

Newport Beach, United States EPIC Brokers Full time
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.

Overview:

The Employee Client Benefits works with the Producer or Client Executive to implement a client's benefits strategy and service the account. The CM is responsible for marketing as well as day-to-day client management and support. The CM's responsibilities include plan marketing, analysis of renewal designs and alternatives, preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day-to-day needs of the client.

Location:

This role requires a hybrid work schedule 3x a week out of the Newport Beach office.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Service
•Establish and maintain the day-to-day business relationship with the client and becomes the first point of contact for client service needs;
•Work with clients, producers and other team members to implement a comprehensive customer service plan;
•Prepare the Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies;
•Work with the CE to negotiate with carriers on clients' behalf for best available premiums, commissions and coverage;
•Coordinate 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, rules and 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 for self 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 utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
•Stay informed regarding industry information, new product/program developments, coverages, legislation, 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 navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel;
•Strong attention to detail and time management abilities;
•Strong ability to multi-task and assign priorities;
•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, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.

EDUCATION and/or EXPERIENCE:
•High school diploma; college degree preferred;
•Two or more years experience as an Associate or 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 a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, demonstrated poise, tact, and diplomacy.

CERTIFICATES, LICENSES, REGISTRATIONS:
•California Life and Health License;
•Valid Driver License;

The national average salary for this role is $80,000 to $100,000 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 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).

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.

#LI-LL1 #LI-Hybrid

  • Client Relationship Manager

    4 weeks ago

    Newport Beach, United States 50191 Hub International Insurance Services Inc. Full time

    UNLEASH YOUR POTENTIAL * MAKE A DIFFERENCE ABOUT US. Pioneering Change for over 25 years. HUB is a premier insurance provider with a vast network of over 530 offices throughout North America. Our mission is to deliver peace of mind to our clients through tailored insurance solutions and steadfast advocacy. Our workforce comprises outstanding...

  • Client Manager, Employee Benefits

    1 week ago

    Virginia Beach, United States World Insurance Associates LLC Full time

    Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and...

  • Employee Benefits Manager, Risk Management

    3 weeks ago

    Newport Beach, United States 50191 Hub International Insurance Services Inc. Full time

    About UsAt 50191 Hub International Insurance Services Inc., we're dedicated to providing our clients with expert guidance and tailored insurance solutions. With over 25 years of experience, we've established ourselves as a trusted partner for businesses and individuals seeking peace of mind.Our MissionWe strive to deliver exceptional service, foster strong...

  • Account Manager, Employee Benefits Specialist

    2 weeks ago

    Newport Beach, United States 50191 Hub International Insurance Services Inc. Full time

    About UsHUB International Limited is a leading insurance brokerage firm with over 25 years of experience in providing innovative solutions to businesses and individuals. With a presence in North America and a reputation for excellence, we strive to deliver exceptional service and tailored insurance solutions to our clients.Job SummaryWe are seeking an...

  • Account Manager, Employee Benefits Specialist

    3 weeks ago

    Newport Beach, United States 50191 Hub International Insurance Services Inc. Full time

    About UsAt 50191 Hub International Insurance Services Inc., we're dedicated to providing our clients with expert guidance and tailored insurance solutions. With over 25 years of experience, we've established ourselves as a trusted partner for businesses and individuals seeking peace of mind.Our MissionWe strive to deliver exceptional service, foster strong...

  • Account Manager, Employee Benefits Specialist

    4 days ago

    Newport Beach, United States 50191 Hub International Insurance Services Inc. Full time

    Unlock Your Potential as an Account ManagerAt 50191 Hub International Insurance Services Inc., we're seeking an experienced Account Manager to join our team. As a key member of our organization, you'll play a vital role in managing small and large groups, providing exceptional service to our clients, and driving business growth.Key Responsibilities:Develop...

  • Employee Benefits Client Advisor

    3 weeks ago

    Virginia Beach, Virginia, United States World Insurance Associates, LLC. Full time

    Job DescriptionJob SummaryWorld Insurance Associates, LLC. is a leading insurance organization offering top-notch products and services from major providers, combined with attentive service from local agents. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital...

  • Employee Benefits Account Executive

    4 weeks ago

    Newport Beach, United States 50191 Hub International Insurance Services Inc. Full time

    UNLEASH YOUR POTENTIAL * MAKE A DIFFERENCE ABOUT US. Pioneering Change for over 25 years. HUB is a premier insurance provider with a vast network of over 530 offices throughout North America. Our mission is to deliver peace of mind to our clients through tailored insurance solutions and steadfast advocacy. Our workforce is composed of outstanding...

  • Account Executive, Employee Benefits Specialist

    2 weeks ago

    Newport Beach, California, United States Jobs via eFinancialCareers Full time

    About the RoleWe are seeking an experienced Account Executive to join our team in supporting our clients with day-to-day account management, claims management, and underwriting services. As a key member of our account management team, you will be responsible for developing and managing relationships with employee benefits clients, identifying their needs,...

  • Producer- Employee Benefits

    1 month ago

    Newport Beach, United States Alera Group Full time

    Job Description  Producer – Employee Benefits Alera Group is an independent, national insurance brokerage and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States.  We provide the best of both worlds: national scope and world-class local service. We have grown tremendously...

  • Producer- Employee Benefits

    4 days ago

    Newport Beach, United States Alera Group Full time

    Job Description  Producer – Employee Benefits Alera Group is an independent, national insurance brokerage and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States.  We provide the best of both worlds: national scope and world-class local service. We have grown tremendously...

  • Producer - Employee Benefits Specialist

    4 days ago

    Newport Beach, California, United States Alera Group Full time

    Job Title: Producer - Employee BenefitsAlera Group is a leading national insurance brokerage and financial services firm seeking a talented Producer to join our Employee Benefits team. As a key member of our team, you will be responsible for developing and executing business development plans to drive growth and revenue.Key Responsibilities:Develop and...

  • Client Relations Specialist

    4 weeks ago

    Virginia Beach, Virginia, United States World Insurance Associates LLC Full time

    OverviewWorld Insurance Associates is a distinctive insurance organization that combines leading products and services from major providers with personalized service from local agents.Established in 2011, World has rapidly emerged as one of the fastest-growing insurance brokers in the United States, boasting over 2,200 employees across more than 210 offices...

  • Client Relations Specialist

    4 weeks ago

    Virginia Beach, Virginia, United States World Insurance Associates LLC Full time

    About World Insurance AssociatesWorld Insurance Associates is a forward-thinking insurance firm that provides a diverse array of premium products and services from leading providers, combined with dedicated support from local agents.Founded in 2011, World has emerged as one of the fastest-growing insurance brokers in the U.S., with a workforce of over 2,200...

  • Producer- Employee Benefits

    3 months ago

    NEWPORT BEACH, United States Alera Group Full time

      Producer – Employee Benefits Alera Group is an independent, national insurance brokerage and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States.  We provide the best of both worlds: national scope and world-class local service. We have grown tremendously over the past...

  • Producer- Employee Benefits

    4 days ago

    Newport Beach, United States Alera Group Full time

      Producer – Employee Benefits Alera Group is an independent, national insurance brokerage and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States.  We provide the best of both worlds: national scope and world-class local service. We have grown tremendously over the past...

  • Producer- Employee Benefits

    4 days ago

    Newport Beach, United States Alera Group Full time

      Producer – Employee Benefits Alera Group is an independent, national insurance brokerage and financial services firm created through the merger of like-minded, high-performing, entrepreneurial firms across the United States.  We provide the best of both worlds: national scope and world-class local service. We have grown tremendously over the past...

  • Client Relations Specialist

    4 weeks ago

    Virginia Beach, Virginia, United States World Insurance Associates LLC Full time

    OverviewWorld Insurance Associates is a distinctive insurance organization that provides premier products and services from leading providers, complemented by attentive support from local agents.Established in 2011, World has rapidly emerged as one of the fastest-growing insurance brokers in the United States, boasting over 2,200 employees across more than...

  • Account Executive

    7 days ago

    Newport Beach, California, United States HUB International Full time

    About the RoleWe are seeking an experienced Account Executive to join our team at HUB International. As an Account Executive, you will play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services.Key ResponsibilitiesManage assigned book of business, develop client relationships, and meet...

  • Producer - Employee Benefits Specialist

    14 hours ago

    Newport Beach, California, United States Alera Group Full time

    Job Title: Producer - Employee BenefitsAlera Group is a leading national insurance brokerage and financial services firm. We are seeking a highly motivated and experienced Producer to join our team.About the Role:We are looking for a talented Producer to help us grow our Employee Benefits business. As a Producer, you will be responsible for identifying and...