Client Manager, Employee Benefits Specialist

2 days ago


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

We are seeking a highly skilled Client Manager, Employee Benefits to join our team at EPIC Brokers. As a key member of our client services team, you will be responsible for delivering exceptional service to our clients, providing expert guidance on employee benefits, and driving business growth.

Key Responsibilities
  • Establish and maintain strong relationships with clients, providing proactive support and guidance on employee benefits.
  • Develop and implement comprehensive customer service plans to meet client needs and exceed expectations.
  • Prepare and present proposals to carriers, including analysis of census, benefit plan designs, market comparison data, and contribution strategies.
  • Negotiate with carriers on behalf of clients to secure best available premiums, commissions, and coverage.
  • Coordinate and support clients during 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 and assist with the preparation of client-specific compliance resources.
Requirements
  • High school diploma; college degree preferred.
  • Two or more years of experience as an associate or with a benefits consulting or brokerage firm, or comparable experience with a medical carrier.
  • Working knowledge of Microsoft Office computer software applications, including Excel, Word, and presentation software.
  • Ability to work in a fast-paced environment, juggling multiple competing tasks and demands.
  • High level of interpersonal skills to handle sensitive and confidential situations.
What We Offer

At EPIC Brokers, we offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. We are committed to fostering a diverse and inclusive work environment where every colleague feels valued, respected, and empowered to succeed.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and results-driven professional looking for a challenging and rewarding career opportunity, please submit your application.



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