EPIC Insurance Brokers & Consultants
Sr. Client Services Manager
EPIC Insurance Brokers & Consultants, Boca Raton, Florida, us, 33481
Location
Boca Raton, FL, hybrid in office 3 days a week
Job Overview The Employee Benefits Sr. Client Manager (SCM) works with the Producer or Client Executive (CE) to implement a client's employee benefits strategy and to service the account. Responsibilities include preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day‑to‑day needs of the client.
What You'll Do Service
Establish and maintain the day‑to‑day business relationship with the client, becoming the first point of contact
Work with clients, producers and other team members to implement a comprehensive customer service plan
Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials
Complete COBRA paperwork on behalf of the client, both at renewal and for new group set up
Distribute or facilitate distribution of resource information provided by the Client Executive (CE) to clients to continually keep them informed of benefit trends, State and Federal legislation, rules, and regulations
Liaise with the compliance department and Client Executive (CE) to advise clients on government reporting compliance issues, and to assist with the preparation of client‑specific compliance resources
Compile and maintain client and benefit plan information in EPIC's CRM – new group set up and renewals, data provided by Client Executive
Issue resolution for simple claims, coordinate escalated claims with the claims department and share communication to the claimant as to who is on contact point after transfer to the claims department
Resolve enrollment and eligibility issues
Research and resolve client billing issues
Maintain open and continuing communication with the assigned Client Executive on all client issues and events
Coordinate and participate in consistent training/mentoring events with the Client Executive
Coordinate meetings and updates as needed
Personal and Organizational Development
Work with CE to set priorities and manage workflow to ensure goals are met
Maintain up‑to‑date proposals, workflow logs, update all benefits information on the agency management system, manuals or other required documentation and records
Be responsive and interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the company
Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
Project a professional image in action and appearance
What You'll Bring
Full knowledge of employee benefits lines of coverage and services
Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel
Strong attention to detail and time management abilities
Strong ability to multi‑task and assign priorities
Ability to work effectively and efficiently in a team environment as well as independently without direct supervision
Strong interpersonal communication skills; both written and oral
Demonstrated experience with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively
High school diploma required; some college preferred
Prefer five or more years’ experience as a Client Manager with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or a TPA
Must be able to work in a fast‑paced environment with demonstrated ability to juggle/prioritize multiple competing tasks and demands
Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy
Life and Health License; or willing to obtain within 60 days of hire date
Valid driver license
Compensation The base pay 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.
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
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”
We’re dedicated to embracing 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.
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
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Job Overview The Employee Benefits Sr. Client Manager (SCM) works with the Producer or Client Executive (CE) to implement a client's employee benefits strategy and to service the account. Responsibilities include preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day‑to‑day needs of the client.
What You'll Do Service
Establish and maintain the day‑to‑day business relationship with the client, becoming the first point of contact
Work with clients, producers and other team members to implement a comprehensive customer service plan
Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials
Complete COBRA paperwork on behalf of the client, both at renewal and for new group set up
Distribute or facilitate distribution of resource information provided by the Client Executive (CE) to clients to continually keep them informed of benefit trends, State and Federal legislation, rules, and regulations
Liaise with the compliance department and Client Executive (CE) to advise clients on government reporting compliance issues, and to assist with the preparation of client‑specific compliance resources
Compile and maintain client and benefit plan information in EPIC's CRM – new group set up and renewals, data provided by Client Executive
Issue resolution for simple claims, coordinate escalated claims with the claims department and share communication to the claimant as to who is on contact point after transfer to the claims department
Resolve enrollment and eligibility issues
Research and resolve client billing issues
Maintain open and continuing communication with the assigned Client Executive on all client issues and events
Coordinate and participate in consistent training/mentoring events with the Client Executive
Coordinate meetings and updates as needed
Personal and Organizational Development
Work with CE to set priorities and manage workflow to ensure goals are met
Maintain up‑to‑date proposals, workflow logs, update all benefits information on the agency management system, manuals or other required documentation and records
Be responsive and interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the company
Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
Project a professional image in action and appearance
What You'll Bring
Full knowledge of employee benefits lines of coverage and services
Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel
Strong attention to detail and time management abilities
Strong ability to multi‑task and assign priorities
Ability to work effectively and efficiently in a team environment as well as independently without direct supervision
Strong interpersonal communication skills; both written and oral
Demonstrated experience with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively
High school diploma required; some college preferred
Prefer five or more years’ experience as a Client Manager with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or a TPA
Must be able to work in a fast‑paced environment with demonstrated ability to juggle/prioritize multiple competing tasks and demands
Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy
Life and Health License; or willing to obtain within 60 days of hire date
Valid driver license
Compensation The base pay 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.
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
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”
We’re dedicated to embracing 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.
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
As set forth in EPIC Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.
#J-18808-Ljbffr