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 SummaryThe 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
- 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
- Partner effectively with Producers, Client Executives, and service teams
- Mentor junior staff and support team workflows
- Manage multiple deadlines, priorities, and client deliverables
- 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
- Active California Life & Health Insurance License required
- Professional designations such as CEBS, PHR, BGA, or CLU preferred
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 EmployerEPIC 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
#LI‑MS2
#SeniorClientManager
#EmployeeBenefits
#BenefitsBrokerage
#BenefitsConsulting
#AccountManager
#InsuranceCareers
Skills Required
- 5+ years of experience in employee benefits account management
- Active California Life & Health Insurance License
- Professional designations such as CEBS, PHR, BGA, or CLU
- Proficiency with Microsoft Excel, Word, and PowerPoint
EPIC Insurance Brokers & Consultants Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EPIC Insurance Brokers & Consultants and has not been reviewed or approved by EPIC Insurance Brokers & Consultants.
-
Flexible Benefits — A full-suite includes medical, dental, vision, pharmacy, wellness/EAP, HSA/FSA, dependent care, commuter benefits, employee discounts, and a remote work program, allowing coverage to align with individual needs. Plan categories and add-ons provide choice across different circumstances and markets.
-
Healthcare Strength — Medical, dental, vision, pharmacy, wellness programs, life and disability insurance, and cancer services create a comprehensive health offering. Carrier and plan options are characterized as strong in several offices.
-
Leave & Time Off Breadth — Managed/unlimited PTO with paid holidays and sick time expands time‑off options and flexibility. These policies are positioned as a notable part of the overall package.
EPIC Insurance Brokers & Consultants Insights
What We Do
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers
