Client Manager, Large Group

EPIC Insurance Brokers & Consultants

Concord, CA, United States
Base: $41.00 to $51.00ph; bonus/equity: not specif...
On-site
Serve as primary client expert
Analyze client data and market comparisons
Develop and recommend benefit strategies
Serve as the primary expert resource and first point of contact for clients, researching and responding to a wide range of inquiries including coverage, contractual issues, and compliance

Job Summary

  • Serve as the primary expert resource and first point of contact for clients, researching and responding to a wide range of inquiries including coverage, contractual issues, and compliance.
  • Partner with senior-level executives and managers to develop and recommend benefit strategies, analyze financial data, and negotiate rates with carriers and vendors.
  • EPIC offers generous paid time off, leave time options, employee referral bonuses, recognition programs, and employee resource groups for professional growth and development.

Matching Summary

Serve as the primary expert resource and first point of contact for clients, researching and responding to a wide range of inquiries including coverage, contractual issues, and compliance.

Salary

Base: $41.00 to $51.00/hour; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Serve as primary client expert
  • Analyze client data and market comparisons
  • Develop and recommend benefit strategies
  • Negotiate premium and commission rates
  • Support new business development

Nice-to-have

  • Owner mindset and inspire trust
  • Think big and drive results
  • Growth-minded employees
  • Professional image and conduct

Key Requirements

  • Five (5) or more years of experience
  • California Life and Health License required
  • Proficiency in Microsoft Office applications
  • Bachelor’s degree preferred or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter