Client Manager, Employee Benefits
2 months ago
4675 MacArthur Court, Suite 750, Newport Beach, CA 92660 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 Apply for this job * indicates a required field First Name * Last Name * Email * Phone * Location (City) * Resume/CV * Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Website Are you a former employee of Galway Holdings or any of the EPIC company brands? * Are you 18 years old or older? * Do you now or in the future require sponsorship to legally work in the United States? * Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. Select... Voluntary Self-Identification of Disability Form CC-305 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form? We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp. How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. #J-18808-Ljbffr
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