Description
SUMMARY:
The Sr. Account Manager works with the client and producer to develop the client's employee benefits strategy and then is responsible for implementation of the strategy and service of the account. The Sr. Account Manager oversees the client service team and is responsible for all aspects of client service. This responsibility includes plan design and program management, financial analysis and modeling, providing compliance guidance, managing or providing on-going client support, developing and implementing a communication program and materials, and supervising the team that also supports the client. The Sr. Account Manager also uses his or her understanding of client needs and objectives to expand business opportunities and further solidify client relationships and retention.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- 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.
- 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.
KEY COMPETENCIES:
- Full knowledge of Employee Benefits lines of coverage and services.
- Display strong financial background and understanding of financial underwriting concepts as well as analytical knowledge related to Employee Benefits.
- Broad knowledge of Health and Welfare compliance and regulations, HIPAA, and pending ACA legislation.
- Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Excel, Outlook, Word, PowerPoint, Publisher & Excel.
- Strong attention to detail and time management abilities.
- Strong ability to multi-task and assign priority.
- Ability to work effectively and efficiently both with and without direct supervision.
- Strong interpersonal communication skills, both written and verbal.
- Demonstrated experience with agency management systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
EDUCATION and/or EXPERIENCE:
- College degree preferred. High school diploma with some college required.
- Four or more 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.
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 national average salary for this role is $90,000.00 - $110,000.00 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 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, Cancer 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.
#LI-MS2
#LI-Hybrid
Apply on company website
Find Connections via Linkedin
