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Client Manager, Employee Benefits

600 East 96th Street Suite 400, Indianapolis, IN 46240

 

EPIC Brokers is a national insurance firm dedicated to providing tailored insurance solutions to help our clients mitigate risk and provide robust benefit offerings to their employees. We are a Top 12 insurance agency in the United States with over 3,000 employees. We are seeking to add to our team at EPIC Insurance Midwest, our Midwest subsidiary.


EPIC Insurance Midwest is seeking dedicated and exceptional candidates to add to our team of professionals. If you are looking for an opportunity to provide excellent client service, share your industry knowledge and have a desire to grow and advance in your field, we would love the opportunity to speak with you.


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

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
We offer our employees a competitive salary and comprehensive benefits package and are always looking for individuals with the talent and skills required to contribute to our continued growth and success. EOE M/F/Vet/Disabled

 

WHY JOIN EPIC? 

  • Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
  • Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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. 

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