What are the responsibilities and job description for the Client Manager-Employee Benefits position at EPIC?
This role is a Hybrid schedule -3 days a week in office
Located at our Duluth GA office
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!
WHAT YOU'LL DO :
The Employee Benefits Client Manager (CM) works with the Producer or Client Executive (CE) to implement a client's employee benefits. The CM is responsible for day-to-day client management and support. Responsibilities include preparing communication materials and conducting open enrollment meetings.
ESSENTIAL DUTIES AND RESPONSIBLITIES :
- Account Service
- Establish and maintain the day-to-day business relationship with the client, becoming the first point of contact
- Work with clients, producers and other team members to implement a comprehensive customer service plan
- Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials
- Complete cobra paperwork on behalf of the client, both at renewal and for new group set up
- Distribute or facilitate distribution of resource information provided by the Client Executive (CE) to clients to continually keep them informed of benefit trends, State and Federal legislation, rules, and regulations
- Liaison with compliance department and Client Executive (CE) to advise clients on government reporting compliance issues, and to assist with the preparation of client specific compliance resources
- Compile and maintain client and benefit plan information in EPIC's CRM - new group set up and renewals- data provided by Client Executive
- Issue resolution for simple claims, coordinate escalated claims with the claims department and share communication to the claimant as to who is on contact point post transfer to the claims department
- Resolve enrollment and eligibility issues
- Research and resolve client billing issues
- Maintain open and continuing communication with the assigned Client Executive on all client issues and events
- Coordinate and participate in consistent training / mentoring events with the Client Executive
Personal and Organizational Development
WHAT YOU'LL BRING :
EDUCATION and / or EXPERIENCE :
CERTIFICATES, LICENSES, REGISTRATIONS :
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 :
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-SG1
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