Senior Client Manager

EPIC Insurance Brokers & Consultants is one of the fastest‑growing insurance brokerage and consulting firms in the United States. Founded in 2007 and headquartered in San Francisco, EPIC has more than 3,000 employees across 60+ offices nationwide, combining national scale with local market expertise.Our continued growth is fueled by people who bring an owner mindset, inspire trust, think big, and drive results. If you are looking for a long‑term career with a collaborative, growth‑oriented organization, EPIC may be the right fit.Position SummaryThe Senior Client Manager partners closely with Producers and Client Executives to manage and service a book of employee benefits clients. This role is responsible for renewals, vendor marketing, plan analysis, compliance support, open enrollment, and ongoing client relationship management.The ideal candidate brings strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex accounts in a fast‑paced environment.Key ResponsibilitiesServe as the primary client contact and subject matter expert for employee benefits accountsManage day‑to‑day client service, escalations, and complex coverage or compliance inquiriesAnalyze client census and experience data for new and renewal businessConduct carrier marketing, obtain quotes, compare plan designs, and evaluate alternativesPresent recommendations to clients, including senior HR and leadership stakeholdersNegotiate premiums, plan terms, and commissions with carriers and vendors on behalf of clientsLead open enrollment planning and execution, including employee communicationsPrepare client presentations, proposals, and benefit summariesSupport Producers with sales activities and new business developmentMaintain accurate documentation in agency management systems and CRM toolsCore CompetenciesClient Service & ConsultingEmployee benefits strategy and advisory supportMedical, dental, vision, life, disability, and ancillary benefits knowledgeCarrier negotiation and vendor managementCompliance support related to state and federal regulationsLeadership & CollaborationPartner effectively with Producers, Client Executives, and service teamsMentor junior staff and support team workflowsManage multiple deadlines, priorities, and client deliverablesQualifications5+ years of experience in employee benefits account management with a brokerage, consulting firm, or health insurance carrierStrong understanding of benefits renewals, plan design, and carrier marketsExperience supporting mid‑market or large group employee benefits clients preferredProficiency with Microsoft Excel, Word, and PowerPointAbility to thrive in a deadline‑driven, client‑facing environmentExcellent communication, organization, and problem‑solving skillsLicenses & CertificationsActive California Life & Health Insurance License requiredProfessional designations such as CEBS, PHR, BGA, or CLU preferredCompensationThe national base salary range for this position is $100,000 – $125,000, exclusive of bonuses or benefits. Final compensation will be based on experience, skills, certifications, location, and internal equity.Why EPIC?EPIC offers a comprehensive and competitive total rewards package, including:Generous paid time off and company holidaysPaid parental leave and family‑supportive benefits401(k) with company matchMedical, dental, vision, wellness, and EAP programsProfessional development, tuition reimbursement, and mentorshipEmployee recognition programs and referral bonusesEmployee Resource Groups and inclusive cultureEPIC fosters a 50/50 culture that values both production and service excellence—and we actively invest in our people’s growth.Equal Opportunity EmployerEPIC embraces diversity in all its forms and is committed to creating an inclusive work environment where every employee feels valued, respected, and empowered.California Applicants:View your privacy rights here:https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdfMS2#SeniorClientManager#EmployeeBenefits#BenefitsBrokerage#BenefitsConsulting#AccountManager#InsuranceCareers