Account Manager, Wellbeing and Health Management

WHY JOIN US?

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. An Equal Opportunity/Affirmative Action Employer.
•    15th Largest Broker in US
•    Voted " Best Place to Work" in the Insurance Industry
•    Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellbeing Programs, Employee Award Programs (Trips!).

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Primary Role:
The Wellbeing & Health Management Account Manager's primary role is to cultivate an environment focused on employee health and wellbeing for EPIC’s clients/partners. The candidate is responsible for managing their own client case load in support of EPIC’s greater health and welfare practice. This person must have practical skills & knowledge in workplace wellbeing on evaluating, strategizing, and implementing wellbeing and health management programs. The Wellness & Health Management Account Manager must also be knowledgeable on the workplace wellness compliance landscape including ACA, HIPAA, ADA, GINA and EEOC. The Wellbeing & Health Management Account Manager will work directly with Employee Benefit teams, clients, carriers, and provider partners for the execution of workplace wellness strategies. This position requires project management, budget management, client relationship skills and the possibility of some (minimal) physical labor and travel.

Essential Duties and Responsibilities:

• Working with clients throughout the annual health and welfare lifecycle to ensure wellbeing and health management initiatives are aligned with the overall benefits strategy.
• Lead a client through an annual wellbeing lifecycle: discovery and analysis of current state for benchmarking and planning purposes; develop program strategy and statement of services; program implementation, ongoing yearly support as needed and annual wellness stewardship reporting.
• Track and keep current client and project logs for performance management.
• Maintains client relationships within ongoing employee benefit and wellbeing engagements.
• Develops and delivers effective measurements of wellbeing and health management outcomes.
• Enhance current and create new wellbeing provider partnerships.
• Detail oriented in planning and execution of client wellbeing and health management programs.
• Be a team player and work well with other wellbeing consultants and EPIC colleagues.
• Support wellbeing and health management practice in resource and practice development

Personal AND Organizational Development Responsibilities:

• Set priorities and manage workflow for self and support team to ensure all goals are met.
• Interact with others effectively using strong, clear communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business, profitability, and retention goals of EPIC.
• Stay informed regarding industry information, new employer benefits industry developments to continuously improve knowledge and performance.
• Project a professional image in action and appearance.

KEY COMPETENCIES:

Experience with project management, including managing timelines and working with third-party providers (including management of onsite health events).

Strong relationship building skills to retain and grow our wellbeing provider partnerships.

Strong knowledge of workplace wellbeing trends, wellbeing compliance updates and well-being innovations.
•    Experience invoicing clients and providers and managing event budgets
•    Excellent troubleshooting, decision making and problem-solving skills.
•    Ability to partner with others to deliver project objectives.
•    Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Excel, Outlook, Word and PowerPoint.
•    Strong attention to detail, multi-tasking, assigning priority and time management abilities.
•    Ability to work effectively and efficiently both with and without direct supervision.
•    Strong interpersonal communication skills, both written and verbal.
•    High level of accountability, flexibility, self-confidence, and positive team attitude.
•    Aligns with EPICness Values: People First, Respect, Responsibility, Adaptability, Community, Alignment, Confidence, Innovation, Humility, Fun.

EDUCATION AND/OR EXPERIENCE:

• Bachelor’s degree or equivalent educational training or business experience (Health Education and Promotion, Public Health, Nutrition, Behavioral Health or Life Science preferred).
• 2-3 years’ experience event coordination.
• 5+ years’ experience in worksite wellbeing, health education, health promotion, wellbeing consultant.

PHYSICAL DEMANDS:
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 to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.
Some physical labor may be required for specific events, the ability to lift 25 – 50 lbs. overhead maybe required.

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

COMPENSATION:

The national average salary for this role is $86,000.00 - $93,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

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.