Senior Client Manager

EPIC Insurance Brokers & Consultants is one of the fastest‑growing insurance brokerage and consulting firms in the United States. Founded in 2007 and headquartered in San Francisco, EPIC has more than 3,000 employees across 60+ offices nationwide, combining national scale with local market expertise.

Our continued growth is fueled by people who bring an owner mindset, inspire trust, think big, and drive results. If you are looking for a long‑term career with a collaborative, growth‑oriented organization, EPIC may be the right fit.

Position Summary

The Senior Client Manager partners closely with Producers and Client Executives to manage and service a book of employee benefits clients. This role is responsible for renewals, vendor marketing, plan analysis, compliance support, open enrollment, and ongoing client relationship management.

The ideal candidate brings strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex accounts in a fast‑paced environment.

Key Responsibilities

Serve as the primary client contact and subject matter expert for employee benefits accounts

Manage day‑to‑day client service, escalations, and complex coverage or compliance inquiries

Analyze client census and experience data for new and renewal business

Conduct carrier marketing, obtain quotes, compare plan designs, and evaluate alternatives

Present recommendations to clients, including senior HR and leadership stakeholders

Negotiate premiums, plan terms, and commissions with carriers and vendors on behalf of clients

Lead open enrollment planning and execution, including employee communications

Prepare client presentations, proposals, and benefit summaries

Support Producers with sales activities and new business development

Maintain accurate documentation in agency management systems and CRM tools

Core Competencies

Client Service & Consulting

Employee benefits strategy and advisory support

Medical, dental, vision, life, disability, and ancillary benefits knowledge

Carrier negotiation and vendor management

Compliance support related to state and federal regulations

Leadership & Collaboration

Partner effectively with Producers, Client Executives, and service teams

Mentor junior staff and support team workflows

Manage multiple deadlines, priorities, and client deliverables

Qualifications

5+ years of experience in employee benefits account management with a brokerage, consulting firm, or health insurance carrier

Strong understanding of benefits renewals, plan design, and carrier markets

Experience supporting mid‑market or large group employee benefits clients preferred

Proficiency with Microsoft Excel, Word, and PowerPoint

Ability to thrive in a deadline‑driven, client‑facing environment

Excellent communication, organization, and problem‑solving skills

Licenses & Certifications

Active California Life & Health Insurance License required

Professional designations such as CEBS, PHR, BGA, or CLU preferred

Compensation

The national base salary range for this position is $100,000 – $125,000, exclusive of bonuses or benefits. Final compensation will be based on experience, skills, certifications, location, and internal equity.

Why EPIC?

EPIC offers a comprehensive and competitive total rewards package, including:

Generous paid time off and company holidays

Paid parental leave and family‑supportive benefits

401(k) with company match

Medical, dental, vision, wellness, and EAP programs

Professional development, tuition reimbursement, and mentorship

Employee recognition programs and referral bonuses

Employee Resource Groups and inclusive culture

EPIC fosters a 50/50 culture that values both production and service excellence—and we actively invest in our people’s growth.

Equal Opportunity Employer

EPIC embraces diversity in all its forms and is committed to creating an inclusive work environment where every employee feels valued, respected, and empowered.

California Applicants:
View your privacy rights here:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf

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