Account Manager-Employee Benefits

The role

The Account Manager serves as the primary day-to-day contact for employee benefits clients. This role partners with Client Executives, carriers, and internal departments to support benefits administration, compliance, enrollment, and billing.

What you will do

• Serve as the primary day-to-day contact for assigned clients.
• Partner with clients, Client Executives, and internal teams to execute service plans.
• Coordinate and support open enrollment meetings.
• Complete COBRA paperwork for new group implementations and renewals.
• Maintain client communication regarding benefit trends and legislative changes.
• Collaborate with compliance specialists to support government reporting.
• Maintain client and benefits plan information within the CRM system.
• Resolve enrollment, eligibility, and basic claims issues.
• Research and resolve billing discrepancies and administrative concerns.
• Maintain client documentation and agency management system records.

Required qualifications

• Working knowledge of fully insured, self-funded, and level-funded employee benefits plans.
• Proficiency with Microsoft Office applications including Outlook, Word, Excel, and PowerPoint.
• Experience using agency management systems, HR portals, and related technology platforms.
• High school diploma.
• Minimum of 2 years of employee benefits account management experience with a brokerage, consulting firm, insurance carrier, TPA, or related organization.
• Georgia or Indiana Life & Health License, or ability to obtain within 60 days of hire.
• Valid driver's license.

Nice to have

• some college coursework

Benefits

• Generous Paid Time off
• Managed PTO for salaried/exempt employees
• 22 PTO days starting out for hourly/non-exempt employees
• 12 company-observed paid holidays
• 4 early-close days
• Paid parental leave
• Pregnancy disability and bonding leave
• Organ donor/bone marrow donor leave
• Employee referral bonus program of $1,500 per hired referral
• Employee recognition programs and trips
• Pet Insurance
• Cancer Insurance

Before you apply

• Ability to obtain Georgia or Indiana Life & Health License within 60 days of hire

About the company

EPIC Insurance Brokers & Consultants is a fast-growing firm headquartered in San Francisco with over 3,000 employees nationwide. The company is built on core values including Owner mindset, Inspire trust, Think big, and Drive results.