Benefits Client Manager

3 days ago


Newport Beach, California, United States EPIC Brokers Full time
Job Summary

We are seeking a highly skilled Benefits Client Manager to join our team at EPIC Brokers. As a key member of our team, you will be responsible for implementing client benefits strategies and servicing accounts.

Key Responsibilities
  • Establish and maintain day-to-day business relationships with clients
  • Work with clients, producers, and team members to implement comprehensive customer service plans
  • Prepare Request for Proposal (RFP) for presentation to carriers, including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies
  • 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 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
Requirements
  • 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
  • Working knowledge of a variety of Microsoft Office computer software applications, including Excel, Word, and presentation software
  • Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
  • High level of interpersonal skills to handle sensitive and confidential situations
Why Join EPIC?

EPIC Brokers is a leading insurance brokerage firm that values diversity and innovation. We offer a dynamic work environment, competitive compensation, and opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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