Client Manager

Come join our team!

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.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

Summary

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Essential Duties and Responsibilities

Serve as the primary expert resource and first point of contact for clients; research, analyze, and respond to a wide range of client inquiries including coverage/eligibility, contractual issues, and government reporting compliance. Routine inquiries may be delegated.

For new and renewal business, analyze relevant client data (e.g., census data, experience data, and contractual insurance requirements).

Conduct market comparisons by analyzing insurance rates and renewal information and obtaining quotes.

Partner with senior-level executives and managers to develop and recommend benefit strategies, including coverage options and exclusions.

Negotiate premium and commission rates on behalf of clients, acting with full authority from EPIC to represent its interests.

Provide marketing and new business development support to producers, including preparation of proposals and presentations, and participation in prospect and client meetings.

Conduct marketing and new business development for the employee’s own book of business.

Key Competencies

Client Service

Establish and maintain strong, long-term benefits service relationships with clients.

Collaborate with clients, producers, and internal team members to assess plan objectives and develop comprehensive service delivery strategies.

Analyze financial data, model program alternatives, and advise clients on recommended strategies.

Manage the marketing process and negotiate with carriers and vendors to provide cost-effective solutions.

Lead employee communication and open enrollment processes.

Maintain expert-level knowledge of benefit products, industry trends, and regulatory developments.

Advise clients on State and Federal compliance requirements, including government reporting.

Participate in client and prospect sales presentations as part of a team.

Work collaboratively within required timelines while maintaining high standards of professionalism and productivity.

Personal and Organizational Development

Set priorities and manage workflow for self and support team to ensure goals and deadlines are met.

Maintain accurate and up-to-date proposals, workflow logs, benefits data, and documentation in agency management systems.

Communicate effectively and professionally, demonstrating cooperation, poise, tact, and diplomacy.

Stay informed on industry trends, product developments, legislation, and technology to continuously improve performance.

Consistently project a professional image in both appearance and conduct.

Education and Experience

Bachelor’s degree preferred or equivalent related experience required.

Five (5) or more years of experience as an Account Manager with a benefits consulting or brokerage firm, or comparable experience with a medical carrier.

Proficiency in Microsoft Office applications, including Excel, Word, and presentation software.

Ability to thrive in a fast-paced environment while managing multiple competing priorities.

Strong interpersonal skills with the ability to handle confidential and sensitive information; position requires teamwork, discretion, and professionalism.

Certificates, Licenses, and Registrations

California Life and Health License required.

Professional designations such as CEBS, BGA, PHR, or CLU preferred.

Valid driver’s license required.

Physical Demands

The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Come join our team!

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.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

Compensation:

The hourly pay range for this position is $53.84 - $56.41   per hour and standard workweeks are 37.5 hours. This range represents the employer’s good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

WHY EPIC:  

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

Generous Paid Time off

Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days

Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave

Generous employee referral bonus program of $1,500 per hired referral

Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)

Employee Resource Groups: Women’s Coalition, EPIC Veterans Group

Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development

Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:  https://www.epicbrokers.com/about/epic-careers/ . 

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. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf . 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

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