What are the responsibilities and job description for the Client Manager, Employee Benefits Small Group position at EPIC Insurance Brokers & Consultants?
SUMMARY :
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.
Overview :
The Employee Benefits Client Manager (CM) works with the Producer or Client Executive (CE) to implement a client’s employee benefits strategy and service the account. The CM is responsible for marketing as well as day-to-day client management and support. The CM’s responsibilities include plan marketing, analysis of renewal designs and alternatives, preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day-to-day needs of the client.
ESSENTIAL DUTIES AND RESPONSIBILITIES :
Service
- Establish and maintain the day-to-day business relationship with the client and becomes the first point of contact for client service needs.
- Work with clients, producers and other team members to implement a comprehensive customer service plan.
- Prepare the Request for Proposal (RFP) for presentation to carriers including analysis of census, current and / or proposed benefit plan designs, market comparison data, and contribution strategies.
- Work with the CE to negotiate with carriers on clients’ behalf for best available premiums, commissions and coverage.
- Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials.
- Distribute resource information to clients to continually keep them informed of benefit trends, State and Federal legislation, rules and regulations.
- Advise clients on government reporting compliance issues, as appropriate.
- Assist with the preparation of client-specific compliance resources.
Personal and Organizational Development
KEY COMPETENCIES :
EDUCATION and / or EXPERIENCE :
CERTIFICATES, LICENSES, REGISTRATIONS :
PHYSICAL DEMANDS :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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.
The national average salary for this role is $92,000 to $95,000 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 EPIC?
Salary : $92,000 - $95,000
