Client Manager

Client Manager

EPIC Insurance Brokers & Consultants

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Headquartered in San Francisco and founded in 2007, EPIC Insurance Brokers & Consultants has over 3,000 employees nationwide. Our company has grown quickly and continues to see success thanks to our hard‑working and growth‑minded employees. EPIC is a fast‑growing firm in the insurance industry. We live by the core values:
Owner mindset, Inspire trust, Think big, and Drive results.

Dallas, TX – hybrid work schedule out of the Dallas office.

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.

The Employee Benefits Client Manager (CM) works with the Producer or Client Executive (CE) to implement a client’s employee benefits strategy and serve the account. The CM is responsible for marketing and day‑to‑day client management and support, including plan marketing, analysis of renewal designs and alternatives, preparation of communication materials, open enrollment meetings, compliance material handling, and servicing client needs.

• Serve as day‑to‑day client contact and manage escalated issues.
• Facilitate / lead ongoing monthly/biweekly client calls.
• Analyze client health & welfare plans utilizing competitive benchmarking, valuation modeling, and market research.
• Review, analyze, and present RFP results to client.
• Review and analyze historical open enrollment results & claims data for client.
• Maintain/manage client activity per client calendar and monitor quarterly reporting.
• Oversee creation and tracking of RFPs.
• Schedule client meetings.
• Attend all meetings and events for clients.
• Maintain day‑to‑day contact with carriers.
• Schedule and prepare pre‑renewal strategy meetings with internal teams.
• Review carrier’s annual reports and schedule annual review meetings.
• Create client presentations.
• Manage implementation plans.
• Manage implementation biweekly calls.
• Review implementation documents.
• Manage open enrollment meetings as requested by client.
• Create communication strategy for clients.
• Coordinate creation of materials with service team and/or C&E team.
• Provide quality review on all client communications.
• Provide technical review for client benefit administration portals.
• Create ad hoc reports for clients as needed.
• QA TX EB Team projects/work.
• Present strategic initiatives to Client Executive and Producer for consideration.
• Perform special projects as assigned.

• Full knowledge of employee benefits lines of coverage and services.
• Advanced knowledge of the internet and various Microsoft Office programs (Windows, Outlook, Word, PowerPoint, Publisher, Excel).
• Strong attention to detail and time management abilities.
• Strong ability to multi‑task and assign priorities.
• Ability to work effectively and efficiently with or without direct supervision.
• Effective teamwork and independent work skills.
• Strong interpersonal communication skills, both written and oral.

• High school diploma; college degree preferred.
• Two or more years of experience with a benefits consulting or brokerage firm, or comparable experience with a medical carrier.
• Working knowledge of Microsoft Office applications (Excel, Word, presentation software).
• Fast‑paced environment experience with ability to juggle multiple tasks.
• High level of interpersonal skills to handle sensitive and confidential situations; poise, tact, and diplomacy required.

• Texas Life and Health License within 90 days of hire.
• Valid driver license.

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. The employee is regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear. Specific vision abilities required include close vision, color vision, and ability to…