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 San Francisco, EPIC has more than 3,000 employees across 60+ offices nationwide, combining national scale with local market expertise.
Our continued growth is fueled by people who bring an owner mindset, inspire trust, think big, and drive results. If you are looking for a long‑term career with a collaborative, growth‑oriented organization, EPIC may be the right fit.
Position Summary
The Senior Client Manager partners closely with Producers and Client Executives to manage and service a book of employee benefits clients. This role is responsible for renewals, vendor marketing, plan analysis, compliance support, open enrollment, and ongoing client relationship management.
The ideal candidate brings strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex accounts in a fast‑paced environment.
Key Responsibilities
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
Core Competencies
Client Service & Consulting
Employee benefits strategy and advisory support
Medical, dental, vision, life, disability, and ancillary benefits knowledge
Carrier negotiation and vendor management
Compliance support related to state and federal regulations
Leadership & Collaboration
Partner effectively with Producers, Client Executives, and service teams
Mentor junior staff and support team workflows
Manage multiple deadlines, priorities, and client deliverables
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
Experience supporting mid‑market or large group employee benefits clients preferred
Proficiency with Microsoft Excel, Word, and PowerPoint
Ability to thrive in a deadline‑driven, client‑facing environment
Excellent communication, organization, and problem‑solving skills
Licenses & Certifications
Active California Life & Health Insurance License required
Professional designations such as CEBS, PHR, BGA, or CLU preferred
Compensation
The national base salary range for this position is $100,000 – $125,000, exclusive of bonuses or benefits. Final compensation will be based on experience, skills, certifications, location, and internal equity.
Why EPIC?
EPIC offers a comprehensive and competitive total rewards package, including:
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
Employee Resource Groups and inclusive culture
EPIC fosters a 50/50 culture that values both production and service excellence—and we actively invest in our people’s growth.
Equal Opportunity Employer
EPIC embraces diversity in all its forms and is committed to creating an inclusive work environment where every employee feels valued, respected, and empowered.
California Applicants:
View your privacy rights here:
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
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Epic Insurance Brokers and Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco. Founded in 2007, the company provides comprehensive insurance brokerage and consulting services with a focus on employee benefits, small business account management, and risk assessment across regional and global markets. With over 3,000 employees nationwide across multiple U.S. locations, Epic leverages local market knowledge and industry expertise to support clients' insurance needs. The company is driven by core values of owner mindset, inspiring trust, thinking big, and driving results.
