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IT Client Management - Energy Transfer Family of Partnerships Careers
HOUSTON, TX | Full Time
$79k-99k (estimate)
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Workforce Solutions in partnership with employers in 13 county region
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Senior Client Manager (2011)
$113k-153k (estimate)
Full Time
6 Days Ago
EPIC Insurance Brokers & Consultants is Hiring a Senior Client Manager (2011) Near Houston, TX
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Summary The Sr. Account Manager works with the client and producer to develop the client’s employee benefits strategy and 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 collaborating with 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 Service
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT And ENVIRONMENTAL CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
WHY JOIN US?
Summary The Sr. Account Manager works with the client and producer to develop the client’s employee benefits strategy and 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 collaborating with 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 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
- 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.
- 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;
- College degree preferred. High school diploma with some college required;
- Four or more years experience as an Account Manger 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. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.
- California Life and Health License
- Advanced professional designations such as CEBS, GBA, PHR and CLU preferred
- Valid Driver License
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
WORK ENVIRONMENT And ENVIRONMENTAL CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.
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!).
Job Summary
JOB TYPE
Full Time
SALARY
$113k-153k (estimate)
POST DATE
06/20/2024
EXPIRATION DATE
07/09/2024
WEBSITE
epicbrokers.com
HEADQUARTERS
IRVINE, CA
SIZE
1,000 - 3,000
FOUNDED
2007
CEO
DAN RYAN
REVENUE
$500M - $1B
INDUSTRY
Insurance
Related Companies
About EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm, founded in San Francisco, California in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services
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The following is the career advancement route for Senior Client Manager (2011) positions, which can be used as a reference in future career path planning. As a Senior Client Manager (2011), it can be promoted into senior positions as an Account Manager V that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Client Manager (2011). You can explore the career advancement for a Senior Client Manager (2011) below and select your interested title to get hiring information.
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