SENIOR CLIENT MANGER- EMPLOYEE BENEFITS

LOCATION:

The role can either be located out of our Austin, Dallas or San Felipe offices with a hybrid work schedule.

SUMMARY:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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KEY COMPETENCIES:Personal and Organizational Development• Set priorities and manage workflow for self and support team to ensure all goals are met;• Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records;• Interact with others effectively using strong, clear communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business, profitability and retention goals of the company;• Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance;• Project a professional image in action and appearance.

EDUCATION and/or EXPERIENCE:• College degree preferred or related experience required;• Five or more years experience as an Account Manger with a benefits consulting or brokerage firm, or comparable experience with a medical carrier.• Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word and presentation software.• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

CERTIFICATES, LICENSES, REGISTRATIONS:• California Life and Health License required;• Professional designations such as CEBS, BGA,PHR and CLU preferred;• Valid Driver’s License.

WHY JOIN EPIC?

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

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