Sr. Client Manager

EPIC Insurance Brokers & Consultants invites you to join a fast‑growing team committed to owner mindset, inspire trust, think big and drive results. With over 3,000 employees nationwide and a hybrid model in Boca Raton, FL, we offer a dynamic environment for high‑impact client service.

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

Employee Benefits Sr. Client Manager (SCM) partners with the Producer or Client Executive to implement a client’s employee benefits strategy, create communication materials, conduct open enrollment sessions, manage compliance documentation, and deliver day‑to‑day client support.

• Serve as first point of contact, building and maintaining strong client relationships.
• Collaborate with producers and team members to implement comprehensive service plans.
• Coordinate open enrollment meetings, including preparation and distribution of communications.
• Complete COBRA paperwork for renewals and new group setups.
• Distribute resources on benefit trends, legislation, and regulations.
• Work with compliance and Client Executive (CE) to advise on reporting and compliance resources.
• Maintain client and benefit plan data in EPIC’s CRM.
• Resolve simple claims and coordinate escalated claims with the claims department.
• Address enrollment, eligibility, billing, and client issues.
• Communicate with the assigned CE on all client events.
• Participate in training and mentoring events with the CE.
• Coordinate meetings and updates as needed.

• Set priorities with the CE; manage workflow to meet goals.
• Update proposals, workflow logs, and benefits documentation in the agency management system.
• Interact effectively with others, exercising strong communication skills.
• Stay informed on industry developments, new products, and legislation to continuously improve performance.
• Project a professional image in action and appearance.

• Full knowledge of employee benefits coverage lines and services.
• Intermediate Internet navigation and Microsoft Office skills (Windows, Outlook, Word, PowerPoint, Publisher, Excel).
• Strong attention to detail and time management.
• Multi‑tasking and priority setting abilities.
• Teamwork and independent work skills without direct supervision.
• Excellent written and oral interpersonal communications.
• Experience with agency management systems and HR portals.
• High school diploma required; some college preferred.
• Prefer five or more years’ experience as a Client Manager in benefits consulting, brokerage, insurance carrier, or TPA.
• Ability to juggle multiple competing tasks in a fast‑paced environment.
• High level of interpersonal skills for sensitive and confidential situations.
• Life and Health License or willingness to obtain within 60 days of hire.
• Valid Driver’s License.

Base pay will be determined based on experience, skills, training, certifications, and education, while considering internal equity and market data.

EPIC offers generous paid time off, managed PTO, 12 company‑observed holidays, 4 early‑close days, parental leave, pregnancy disability and bonding leave, organ donor and bone marrow donor leave. Employee referral bonus of $1,500 per hired referral, recognition programs, Employee Resource Groups, mentorship, tuition reimbursement, leadership development, pet insurance, identity theft & fraud protection coverage, legal planning, family planning, menopause & midlife support, 401(k) matching, medical, dental, vision, wellness & employee assistance programs, and a 50/50 culture between producers and the rest of the business.

EPIC embraces diversity in all its various forms and is committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. EPIC is an equal opportunity employer. California Applicants – privacy rights available. Massachusetts G.L.c. 149 section 19B (b) prohibits lie detector tests as a condition of employment or continued employment.

California Applicants – privacy notice available link.