Account Manager

Location

Boca Raton, FL, hybrid in office 3 days a week

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.

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

• 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

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

EPIC has over…