EPIC Brokers
Insurance
SeniorClientManager
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Client Manager at EPIC Brokers. Skills: Client management, Employee benefits, Insurance brokerage. Maintain up-to-date proposals. Maintain workflow logs”
Industry & Context.
Work in a fast-paced environment, Juggling competing tasks, Prioritizing competing demands
What They're Looking For.
Must Have
Full knowledge of Employee Benefits, Intermediate knowledge of Internet navigation, Intermediate knowledge of Microsoft Office, Ability to work effectively in a team, Ability to work independently, Demonstrated experience with agency management systems, Demonstrated experience with HR portals, High school diploma, Five or more years’ experience, Life and Health license, Valid Driver License
Nice to Have
Some college preferred, Comparable experience with an insurance carrier, Comparable experience with a TPA, Obtain Life and Health license within 60 days
What You'll Do.
Maintain up-to-date proposals
Maintain workflow logs
Update benefits information on agency management system
Update other required documentation
Interact with others effectively
Stay informed regarding industry information
Stay informed regarding new product developments
Stay informed regarding program developments
Stay informed regarding coverages
Stay informed regarding legislation
Stay informed regarding technology
Project a professional image
How You'll Work.
Team & Collaboration
Work effectively in a team; Work independently; Teamwork; Cooperating purposefully
Communication Scope
Written communication; Oral communication
Full Job Description
Come join our team! There are many reasons why EPIC Insurance Brokers • Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records • Be responsive and Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company • Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance • Project a professional image in action and appearance. WHAT YOU’LL BRING: Full knowledge of Employee Benefits lines of coverage and services • Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel • Strong attention to detail and time management abilities • Strong ability to multi-task and assign priorities • Ability to work effectively and efficiently in a team environment as well as independently without direct supervision • Strong interpersonal communication skills; both written and oral • Demonstrated experience with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively High school diploma required; some college preferred • Prefer five or more years’ experience as a Client Manager with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA • Must be able to work in a fast-paced environment with demonstrated ability to juggle/prioritize multiple competing tasks and demands • Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy. Life and Health License; or willing to obtain within 60 days of hire date; • Valid Driv
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