Client Manager, Employee Benefits Specialist

3 weeks ago

Rancho Cordova, California, United States EPIC Brokers Full time
Job Summary

This role is responsible for managing and working on a book of business that deals with Public Sector Accounts. The Employee Benefits Client Manager 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.

Key Responsibilities

• 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 with focus on clients in the Public Sector;

• 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.

Requirements

• 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 Experience

• High school diploma; college degree preferred;

• Two or more years working on Public Sector Accounts;

• 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;

Why 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).

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