Senior Client Manager

The role

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

What you will do

• 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

Required 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
• Proficiency with Microsoft Excel, Word, and PowerPoint
• Ability to thrive in a deadline-driven, client-facing environment
• Excellent communication, organization, and problem-solving skills

Nice to have

• Experience supporting mid-market or large group employee benefits clients
• California Life and Health License
• Professional designations such as CEBS, PHR, BGA, or CLU

Benefits

• 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

Before you apply

• Willing to obtain California Life and Health License within 90 days of hire date

About the company

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 New York City, EPIC has more than 3,000 employees across 60+ offices nationwide.