Client Manager North Meridan St, 7th Fl, Carmel

11711 North Meridan St, 7th Fl, Carmel, IN 46032

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: Carmel, Indiana, or Independence, Ohio

WHAT YOU’LL DO:

• Work closely with Employee Benefits Advisor and team members on new and renewal business
• Responsible for gathering the information for the marketing process of new and renewal business including gathering and submitting information to Marketing Manager and review and revise client presentations for medical and ancillary quote comparisons
• Attends Client Onboarding meeting physically or via phone with client, carrier, EB Advisor and/or Client Executive
• Maintain ownership of continuous updates/changes
• Provides day-to-day service of clients, including resolving issues via phone or email, responds to inquiries regarding coverage and other inquiries of internal and external customers
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
• Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance
• Follow the direction of Management and comply with all company policies
• Other duties as assigned and requested by management

WHAT YOU’LL BRING:

• High school diploma or GED required; some college preferred
• Valid Indiana Life and Health License, or willingness to obtain
• Previous customer service experience in an insurance or medical environment
• Proficient in Microsoft Office products, including Word, Excel, PowerPoint and Outlook programs.
• Familiar with health insurance policies, ERISA laws and industry terminology
• Excellent communication and diplomacy skills to resolve client issues; able to communicate and execute resolutions
• Must be able to interpret guidelines and utilize resources available to analyze and resolve issues and conflicts
• Confidentiality of all customer account information within HIPAA guidelines
• Goal oriented, highly self-motivated and resourceful to achieve results
• Ability to work independently, as well as in a team environment
• Local travel may be required

COMPENSATION:

The national average hourly rate for this role is $35.90-$40.00, excluding bonuses or benefits. The compensation offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

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
• Unique benefits such as Pet Insurance, Identity Theft & Fraud…