Client Manager

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: The Client Manager works closely with Sales and shared services to provide marketing support and to meet the day-to-day service needs of each client. Duties and Responsibilities: 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: Background and Experience: 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. 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, 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/. 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. Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI- SG1 #LI-Hybrid