Senior Client Manager

EPIC Insurance Brokers & Consultants

Rancho Cordova, CA, US
Base: $100,000 – $125,000; bonus/equity: exclusive...
On-site
Employee benefits account management
Carrier negotiation skills
Open enrollment planning
EPIC Insurance Brokers & Consultants is seeking a Senior Client Manager to manage and service employee benefits clients, requiring strong brokerage experience and consultative skills. The ideal candidate will thrive in a fast-paced environment, handling renewals, vendor marketing, and compliance support

Job Summary

  • The Senior Client Manager partners closely with Producers to manage and service a book of employee benefits clients including renewals and vendor marketing.
  • EPIC Insurance Brokers & Consultants is one of the fastest-growing insurance brokerage firms in the United States with over 3,000 employees across 60+ offices.
  • The company offers a comprehensive total rewards package including generous paid time off, 401(k) matching, and professional development opportunities.

Matching Summary

Match Score: 85

EPIC Insurance Brokers & Consultants is seeking a Senior Client Manager to manage and service employee benefits clients, requiring strong brokerage experience and consultative skills. The ideal candidate will thrive in a fast-paced environment, handling renewals, vendor marketing, and compliance support.

Salary

Base: $100,000 – $125,000; Bonus/Equity: Exclusive of bonuses (amount not specified); Benefits: Comprehensive package including PTO, parental leave, 401(k) match, medical/dental/vision

Skills & Requirements

Must-have

  • Employee benefits account management
  • Carrier negotiation skills
  • Open enrollment planning
  • Compliance support expertise
  • Client relationship management

Nice-to-have

  • Consultative client approach
  • Mentor junior staff members
  • Mid-market or large group experience
  • Fast-paced environment adaptability
  • Collaborative team mindset

Key Requirements

  • 5+ years employee benefits account management experience
  • Active California Life & Health Insurance License
  • Proficiency with Microsoft Excel, Word, and PowerPoint
  • Experience with mid-market or large group clients preferred
  • Professional designations like CEBS, PHR, BGA, or CLU preferred

Work Rights

Not specified

Tailored Resume

Cover Letter