Sr. Client Manager, Large & National Accounts

The Senior Client Manager at EPIC Insurance Brokers & Consultants is primarily responsible for managing client accounts, analyzing data to create suitable benefit plans, and leading open enrollment and new carrier installations. This role involves acting as the main service contact for clients, resolving any billing or claims issues, and maintaining strong relationships with both clients and carriers to ensure all service commitments are met.

To qualify for the Senior Client Manager position at EPIC Insurance Brokers & Consultants, candidates must possess a valid CA Life and Health License and have at least 5 years of experience in the employee benefits industry. Additionally, proficiency in Microsoft Office is required, and flexibility for routine travel is essential since some client meetings may require driving or flying to different locations.

EPIC Insurance Brokers & Consultants is committed to the professional growth of its employees, particularly for the Senior Client Manager position, by providing numerous opportunities such as mentorship programs, tuition reimbursement, and regional leadership development initiatives. These programs are designed to empower employees with the skills and resources they need to excel in their careers and grow within the company.

The work environment for a Senior Client Manager at EPIC Insurance Brokers & Consultants is primarily remote, fostering a culture of collaboration and support among team members. The company values diversity and encourages open communication, ensuring that every employee feels respected and valued. While the role offers flexibility, it also requires being adaptable to client needs and managing multiple tasks effectively.

EPIC Insurance Brokers & Consultants provides an extensive benefits package for its Senior Client Managers, including generous paid time off, health insurance, a 401(k) matching plan, and unique perks like pet insurance and identity theft protection. The company also emphasizes employee recognition and provides various programs to reward employees who embody EPIC's core values.

In responding, highlight your previous roles and specific responsibilities involving client management. Share examples of how you analyzed client needs and developed benefit plans, addressing any challenges faced and how you overcame them to enhance client satisfaction.

Discuss your time management strategies, such as utilizing digital tools to track tasks and deadlines. Provide a real-world example where you successfully managed competing priorities while maintaining the quality of work.

Share your interpersonal skills and communication methods that foster trust and engagement. Emphasize the importance of listening to client needs, being proactive in addressing concerns, and maintaining regular check-ins to strengthen these relationships.

Explain your step-by-step problem-solving approach, including how you gather information, collaborate with team members, and communicate solutions to clients. Use an example to illustrate your analytical skills and how you successfully resolved a challenging situation.

In your answer, detail your involvement in past open enrollment processes, including your role in planning, executing, and communicating benefits options to clients. Highlight the importance of clarity and support during this critical time.

Discuss qualities such as excellent communication skills, an owner mindset, the ability to drive results, and a demonstrated commitment to continuous improvement. Support your statements with examples of how these qualities are essential in your approach to client management.

Share your strategies for staying current, such as attending industry webinars, reading relevant publications, and participating in professional groups. This shows your dedication to continuous learning and improvement in your field.

Describe a specific instance where you prepared and delivered a marketing presentation. Highlight the goal, your preparation process, the feedback received, and any subsequent outcomes, demonstrating your effectiveness in engaging clients through presentations.

List the software programs you have used, emphasizing proficiency in Microsoft Office. Mention any other industry-specific tools you are familiar with, underscoring how this expertise can benefit your role at EPIC Insurance Brokers & Consultants.

Reflect on EPIC's core values and culture, and express how your personal work ethic and goals align with their mission. Share what excites you about opportunities for growth and the impact you wish to make in this role.