Client Manager -Employee Benefits

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard‑working and growth‑minded employees.

Our core values are:
Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

Duluth, Georgia, hybrid role- 3 days a week in the office.

The Client Manager serves as the primary day-to-day contact for employee benefits clients, delivering exceptional service and support throughout the client lifecycle. This role partners closely with Client Executives, carriers, internal departments, and clients to ensure a seamless experience while helping clients navigate benefits administration, compliance, enrollment, billing, and employee benefits programs.

Client Service & Account Management

• Serve as the primary day-to-day contact for assigned clients and build strong, trusted relationships.
• Partner with clients, Client Executives, and internal teams to execute comprehensive service plans.
• Coordinate and support open enrollment meetings, including preparation of employee communication materials.
• Complete COBRA paperwork for new group implementations and renewals.
• Maintain ongoing client communication regarding benefit trends, legislative changes, and regulatory updates.
• Collaborate with compliance specialists and Client Executives to support government reporting requirements and compliance initiatives.
• Maintain accurate client and benefits plan information within EPIC's CRM system.
• Resolve enrollment, eligibility, and basic claims issues while coordinating escalated claims with the claims department.
• Research and resolve billing discrepancies and administrative concerns.
• Keep Client Executives informed of client issues, concerns, and significant events.
• Participate in mentorship, training, and professional development activities.

Operational Excellence

• Work closely with Client Executives to prioritize activities and manage workflows effectively.
• Maintain client documentation, activity logs, and agency management system records.
• Communicate professionally and collaborate effectively with colleagues, clients, and carrier partners.
• Stay current on industry developments, market trends, product offerings, legislation, and technology advancements.
• Consistently project a professional and customer-focused image.

• Working knowledge of employee benefits programs, including:
  Fully insured plans Self-funded plans Level-funded plans
• Strong proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
• Excellent organizational skills with exceptional attention to detail.
• Strong time management and ability to manage multiple priorities in a fast‑paced environment.
• Ability to work independently and collaboratively within a team setting.
• Effective written and verbal communication skills.
• Experience using agency management systems, HR portals, and related technology platforms.
• High school diploma required; some college coursework preferred.
• Minimum of 2 years of employee benefits account management experience with a brokerage, consulting firm, insurance carrier, TPA, or related organization.
• Demonstrated ability to manage competing deadlines while maintaining a high level of service.
• Strong professionalism, discretion, diplomacy, and ability to handle confidential information.

Georgia or Indiana Life & Health License, or ability to obtain…