Sr. Client Manager, Large & National Accounts

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!

LOCATION: 

ESSENTIAL DUTIES AND RESPONSIBLITIES:

• Gather information and analyze data to determine appropriate client benefit plans.
• Market and determine Suite of Services vendor’s best suited for client.
• Daily management of assigned accounts.
• Responsible for open enrollment and new carrier installations.
• Act as primary service contact for the client.
• Manages and leads CSR to resolve client billing, claims and eligibility issues.
• Develop and maintain client and carrier relationships.
• Assist in the delivery of marketing presentations.
• Ensure company database is kept current.
• Document all client activity in company database.
• Ensure client data is kept accurate and electronic files maintained.
• Generate various communication documents for clients.
• Ensure that all service commitments are met.
• Ensure the production, delivery and accuracy of contracts, benefit summaries, 5500’s and Wrap SPD.
• Assist in the delivery of midyear presentations.
• Accompany account team on client meetings outside of the office.
• Other duties as assigned.

KEY COMPETENCIES:
QUALITY OF WORK --Work is accurate, thorough and neat. Is attentive to details and demonstrates effective organizational skills.

PRODUCTIVITY - Able to effectively handle the volume of work required for the position without sacrificing accuracy or timeliness. Efficiently manages multiple tasks and priorities.
RELIABILITY - Consistently meets deadlines, follows-up to ensure tasks are thoroughly completed and can be counted on to meet commitments.

CONTINUOUS IMPROVEMENT – Understands what needs to be accomplished and seeks opportunities to improve own or departmental work processes and to better utilize technology.

INITIATIVE - Identifies new and/or additional tasks and duties. Is able to work independently, prioritize, and takes ownership. Knows when to ask questions and request help.

INTERPERSONAL RELATIONSHIPS - Develops and maintains strong, supportive relationships both internally and externally. Is cooperative, professional and positive in all interactions.

COMMUNICATION SKILLS - Communicates clearly and accurately using written, verbal and electronic methods.

ADAPTABILITY/FLEXIBILITY - Effectively handles changes and/or interruptions and demonstrates a willingness to adapt to new situations, priorities and tasks. Able to adjust approaches to reach a desired outcome.

BALANCE - Effectively manages personal feelings and emotions, especially in situations involving crises or conflicts. Functions in a controlled manner when under stress.

ATTITUDE - Exhibits an attitude which is positive, open to new ideas, and committed to achieving the desired results.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

REQUIRED:

• CA Life and Health License.
• 5+ years' experience in employee benefits industry.
• Must be willing to travel
• Proficient in Microsoft Office programs.
• This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.

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/. 

The national average salary for this role is $100,000.00 to $115,000.00 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.

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.

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. 

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