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Client Manager

2 months ago

Atlanta, United States Epic Insurance Inc Full time

Explore the Difference an EPIC Career Can Make in Your Life

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. EPIC has aligned with the DOD SkillBridge Program

and has open positions for service members nearing the end of their military service and looking for new civilian career opportunities. EPIC embraces diversity in

all

its various forms as it makes for a better workplace. 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

. Summary The Client Manager will support the Account Executive by proactively managing each client account across all lines of coverage for large group employers (500+). Must have experience implementing and managing self-funded medical plans. Job Responsibilities: Data Management Collect and maintain all client data in the designated operating systems Manage the exchange of data and information with client and vendors as necessary Work closely with Form 5500 team to ensure accurate and timely filing of all clients’ Form 5500 Reports to the IRS Coordinate with vendors to ensure on-time benefits implementations and renewals Ensure timely review and execution of vendor contracts Manage vendors by tracking meeting notes and proactively following up to ensure timely delivery of requested data, responses to inquiries, and other service requests as they arise Review vendor plan documents (SPDs, SBCs, plan summaries, etc.) for accuracy Troubleshoot issues related to administration, billing, claims, etc. Manage RFP process and create presentation for review with client Client Relationship Management Manage standing client meetings with Account Executive by creating and leading agenda, tracking meeting notes, and updating status on tasks and projects Oversee the scheduling and completion of all communications, such as annual enrollment guides and other annual communications, new hire guides, employee transition guides, ad hoc employer communications as needed and requested Assist with setting up new governing documents, such as wrap documents, Section 125, etc. Facilitate day-to-day client needs Lead or attend employee educational benefits meetings Core Competencies : College Degree required Effective written and verbal communication skills Self-motivated and proactive Detail and task oriented Analytical thinker/problem solver Highly organized WHY JOIN US? 14th Largest Broker in US 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-SG1 #LI-Hybrid office Apply for this Job

*

Required EPIC offers a full-suite of employee benefits so our team members can match the coverage they need to their individual circumstances. Not only do we provide options for medical, dental, vision and pharmacy plans, EPIC offers access to Wellness programs that support healthy lifestyles. From life and disability insurance — through cancer services and commuter benefits — EPIC is committed to helping our employees lead their best lives. Notice: this

link

leads to the machine-readable files that are made available in response to the federal transparency in coverage rule and includes negotiated service rates and out-of-network allowed amounts between CIGNA health plans and health care providers. The machine-readable files are formatted to allow researchers, regulators, and application developers to more easily access and analyze data. About EPIC

EPIC Insurance Brokers and Consultants has a nationwide presence with a depth of industry expertise across key lines of insurance, including commercial property and casualty, employee benefits, unique specialty program insurance, and private client services. There are essential characteristics of our shared values, beliefs, and culture that make up EPIC ness . Each should be nurtured, respected and protected as a basis for our decisions, advice, and actions in all that we do. Headquartered in San Francisco, our company has locations and employees nationwide. Our local market knowledge and industry expertise helps support our clients regional and global needs. EPIC is committed to giving back to the communities that we live and work in. Our approach to helping others includes empowering our offices and people to give back. Connect with EPIC Insurance Brokers & Consultants

Connect with us if you’re interested in learning more about a career at EPIC

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