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Senior Client Manager, Employee Benefits - Newport Beach, United States - EPIC Brokers
Description
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance
Routine questions are delegated
For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf)
Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team
Conducts marketing and new business development for employee's book of business
Analyzes financial data and model program alternatives
Manages compliance and overall client schedule of activities
Manages employee communication and open enrollment process for the client (translate to Spanish as needed)
Conduct open enrollment employee meetings (In English/Spanish as needed)
KEY COMPETENCIES:
Service
Establish and maintain the primary, on-going benefits service relationship with client
Work with clients, producers and other team members to assess the client's plan objectives and develop a comprehensive client service delivery program to meet those objectives
Analyze financial data and model program alternatives and advise client of alternatives and the recommended strategy
Manage the marketing process and negotiate with carriers and vendors on client's behalf to provide cost effective solutions for the client
Manage the employee communication and open enrollment process for the client
Maintain expert knowledge regarding benefit products and trends and keep the client advised as appropriate
Advise clients on government reporting compliance issues, State and Federal legislation, rules and regulations
Participate in sales presentations as part of client/prospect teams
Work as a team within the needed timeline and production capabilities
Interact with others in a professional effective, supportive, and productive manner
Personal and Organizational Development
Set priorities and manage workflow for self and support team 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 using strong, clear communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business, profitability and retention goals of the Company
Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance
Project a professional image in action and appearance
EDUCATION and/or
EXPERIENCE:
5 years' experience as an Account Manager 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 high level of interpersonal skills to handle sensitive and confidential situations. This position continually requires teamwork, demonstrated poise, tact, and diplomacy
CERTIFICATES, LICENSES,
REGISTRATIONS:
California Life and Health License required
Professional designations such as CEBS, BGA, PHR and CLU preferred
Valid Driver's License
The national average salary for this role is $75,000 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 US?15th Largest Broker in US
Voted " Best Place to Work" in the Insurance Industry
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.
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.
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