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    Client Manager - Atlanta, United States - EPIC

    EPIC
    EPIC Atlanta, United States

    5 days ago

    Default job background
    Full time
    Description

    Summary

    The Client Manager will support the Account Executive by proactively managing each client account across all lines of coverage for large group employers Must have experience implementing and managing self-funded medical plans.

    Job Responsibilities:

    Data Management

    Collect and maintain all client data in the designated operating systems
    Manage the exchange of data and information with client and vendors as necessary
    Work closely with Form 5500 team to ensure accurate and timely filing of all clients' Form 5500 Reports to the IRS

    Vendor Management

    Coordinate with vendors to ensure on-time benefits implementations and renewals
    Ensure timely review and execution of vendor contracts
    Manage vendors by tracking meeting notes and proactively following up to ensure timely delivery of requested data, responses to inquiries, and other service requests as they arise
    Review vendor plan documents (SPDs, SBCs, plan summaries, etc.) for accuracy
    Troubleshoot issues related to administration, billing, claims, etc.
    Manage RFP process and create presentation for review with client

    Client Relationship Management

    Manage standing client meetings with Account Executive by creating and leading agenda, tracking meeting notes, and updating status on tasks and projects
    Oversee the scheduling and completion of all communications, such as annual enrollment guides and other annual communications, new hire guides, employee transition guides, ad hoc employer communications as needed and requested
    Assist with setting up new governing documents, such as wrap documents, Section 125, etc.
    Facilitate day-to-day client needs
    Lead or attend employee educational benefits meetings

    Core Competencies:

    College Degree required

    Effective written and verbal communication skills
    Self-motivated and proactive
    Detail and task oriented
    Analytical thinker/problem solver
    Highly organized

    WHY JOIN US?

    14th Largest Broker in US
    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. 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.

    #LI-SG1

    #LI-Hybrid office

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