Client Manager

Summary

The Client Manager will support the Account Executive by proactively managing each client account across all lines of coverage for large group employers (500+). Must have experience implementing and managing self-funded medical plans.

Job Responsibilities

Data Management

Collect and maintain all client data in the designated operating systems

Manage the exchange of data and information with client and vendors as necessary

Work closely with Form 5500 team to ensure accurate and timely filing of all clients’ Form 5500 Reports to the IRS

Vendor Management

Coordinate with vendors to ensure on-time benefits implementations and renewals

Ensure timely review and execution of vendor contracts

Manage vendors by tracking meeting notes and proactively following up to ensure timely delivery of requested data, responses to inquiries, and other service requests as they arise

Review vendor plan documents (SPDs, SBCs, plan summaries, etc.) for accuracy

Troubleshoot issues related to administration, billing, claims, etc.

Manage RFP process and create presentation for review with client

Client Relationship Management

Manage standing client meetings with Account Executive by creating and leading agenda, tracking meeting notes, and updating status on tasks and projects

Oversee the scheduling and completion of all communications, such as annual enrollment guides and other annual communications, new hire guides, employee transition guides, ad hoc employer communications as needed and requested

Assist with setting up new governing documents, such as wrap documents, Section 125, etc.

Facilitate day-to-day client needs

Lead or attend employee educational benefits meetings

Core Competencies

College Degree required

Effective written and verbal communication skills

Self-motivated and proactive

Detail and task oriented

Analytical thinker/problem solver

Highly organized

WHY JOIN US?

14th Largest Broker in US

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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