Assistant Client Manager (1079)

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.

Overview:
The Employee Benefits Assistant Client Manager (ACM) works with the Account Executive (AE) and/or
Account Manager (AM) to assist with the maintenance of a client’s employee benefits program and the
day-to-day service of the account. The ACM is responsible for preparing/coordinating materials for open
enrollments, including guides and cards, as well as assisting with open enrollments and health fairs. The
ACM is also responsible for updating various client and internal systems, assisting the AE and/or AM with
collecting and reviewing contracts and other data, and servicing the day-to-day needs of the client and its
employees.

ESSENTIAL DUTIES AND RESPONSIBLITIES:
Service
 Serve as primary contact to members with general benefit questions.
 Draft open enrollment communication materials and wallet cards, and assist with the
coordination of open enrollment meetings and health fairs;
 Collect contracts, experience data, 5500 information, and other data as needed to assist
in servicing the client;
 Process BORs and update internal systems as necessary;
 Assist with the resolution of client and employee issues regarding bill discrepancies,
claims issues, etc;
 Provide additional administrative support to the service teams for new and existing clients;
 Other duties as assigned.
Personal and Organizational Development
 Work with AE and/or AM to set priorities and manage workflow for self to ensure goals are
met;
 Maintain up-to-date workflow logs, and update benefits information on agency
management systems, manuals or other required documentation and records;

WHY JOIN US?

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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. An Equal Opportunity/Affirmative Action Employer.

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