Qureos Mentor

EPIC Insurance Brokers & Consultants

<div><div>EPIC Insurance Brokers &amp; 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.

<h2 class="jobSectionHeader">Position Summary</h2>

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.

<h2 class="jobSectionHeader">Key Responsibilities</h2>
<ul><li>Serve as the primary client contact and subject matter expert for employee benefits accounts</li>
<li>Manage day‑to‑day client service, escalations, and complex coverage or compliance inquiries</li>
<li>Analyze client census and experience data for new and renewal business</li>
<li>Conduct carrier marketing, obtain quotes, compare plan designs, and evaluate alternatives</li>
<li>Present recommendations to clients, including senior HR and leadership stakeholders</li>
<li>Negotiate premiums, plan terms, and commissions with carriers and vendors on behalf of clients</li>
<li>Lead open enrollment planning and execution, including employee communications</li>
<li>Prepare client presentations, proposals, and benefit summaries</li>
<li>Support Producers with sales activities and new business development</li>
<li>Maintain accurate documentation in agency management systems and CRM tools</li>
</ul><h2 class="jobSectionHeader">Core Competencies</h2>
<h3 class="jobSectionHeader">Client Service &amp; Consulting</h3>
<ul><li>Employee benefits strategy and advisory support</li>
<li>Medical, dental, vision, life, disability, and ancillary benefits knowledge</li>
<li>Carrier negotiation and vendor management</li>
<li>Compliance support related to state and federal regulations</li>
</ul><h3 class="jobSectionHeader">Leadership &amp; Collaboration</h3>
<ul><li>Partner effectively with Producers, Client Executives, and service teams</li>
<li>Mentor junior staff and support team workflows</li>
<li>Manage multiple deadlines, priorities, and client deliverables</li>
</ul><h2 class="jobSectionHeader">Qualifications</h2>
<ul><li>5+ years of experience in employee benefits account management with a brokerage, consulting firm, or health insurance carrier</li>
<li>Strong understanding of benefits renewals, plan design, and carrier markets</li>
<li>Experience supporting mid‑market or large group employee benefits clients preferred</li>
<li>Proficiency with Microsoft Excel, Word, and PowerPoint</li>
<li>Ability to thrive in a deadline‑driven, client‑facing environment</li>
<li>Excellent communication, organization, and problem‑solving skills</li>
</ul><h2 class="jobSectionHeader">Licenses &amp; Certifications</h2>
<ul><li>Active California Life &amp; Health Insurance License required</li>
<li>Professional designations such as CEBS, PHR, BGA, or CLU preferred</li>
</ul><h2 class="jobSectionHeader">Compensation</h2>

The national base salary range for this position is $100,000 &ndash; $125,000, exclusive of bonuses or benefits. Final compensation will be based on experience, skills, certifications, location, and internal equity.

<h2 class="jobSectionHeader">Why EPIC?</h2>

EPIC offers a comprehensive and competitive total rewards package, including:
<ul>
<li>Generous paid time off and company holidays</li>
<li>Paid parental leave and family‑supportive benefits</li>
<li>401(k) with company match</li>
<li>Medical, dental, vision, wellness, and EAP programs</li>
<li>Professional development, tuition reimbursement, and mentorship</li>
<li>Employee recognition programs and referral bonuses</li>
<li>Employee Resource Groups and inclusive culture</li>
</ul>
EPIC fosters a 50/50 culture that values both production and service excellence&mdash;and we actively invest in our people's growth.

<h2 class="jobSectionHeader">Equal Opportunity Employer</h2>

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

#LI‑MS2

#SeniorClientManager

#EmployeeBenefits

#BenefitsBrokerage

#BenefitsConsulting

#AccountManager

#InsuranceCareers</div></div>

Senior Client Manager

<div>WHY JOIN US?

EPIC embraces diversity in all its various forms&mdash;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.
<ul>
<li> 15th Largest Broker in US</li>
<li> Voted &quot; Best Place to Work&quot; in the Insurance Industry</li>
<li> Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellbeing Programs, Employee Award Programs (Trips!).</li>
</ul>
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 accommodation may be made to enable individuals with disabilities to perform the essential functions.

As EPIC's Marketing Manager for the Employee Benefits division, you will be the driving force behind our content-based marketing strategy. You own the development, execution, and optimization of marketing (educational, sales etc) campaigns that directly influence revenue growth.

You are closely partnered with sales leaders and subject matter experts to translate complex business needs into high impact marketing actions.

You build programs that elevate brand visibility, generate new business, and strengthen client relationships. With a sharp command of KPIs and emerging trends across digital, PR, and social channels, you guide a matrixed team to plan and launch campaigns that deliver measurable results. 


Responsibilities 


Define &amp; Drive Overall Strategic Direction
<ul>
<li>Collaborate with marketing and business leaders to manage and execute an annual marketing plan that achieves business goals.</li>
<li>Present comprehensive strategic plan, editorial calendar, and channel optimization each year.</li></ul> 


Maintain &amp; Evolve Foundational Brand/Market Positioning
<ul>
<li>Maintain product positioning frameworks so that marketing, sales, and sales operations are up to date on the latest positioning based on new-to-market innovation.</li></ul> 


Lead Content Strategy &amp; Messaging Architecture
<ul>
<li>Create content management strategy to ensure messaging is clear, engaging, relevant, consistent, and actionable. Proactively answer &quot;What's in it for me?&quot; to differentiate the brand.</li></ul> 


Develop Thought Leadership &amp; Market Credibility
<ul>
<li>Create thought leadership programs to increase brand/product recognition, improve sales solution awareness, and build credibility. Apply content across multiple digital and PR channels.</li></ul> 


Align With Leaders to Drive Innovation &amp; Growth
<ul>
<li>Act as liaison with business and sales leaders to target opportunities for content development and marketing innovation. Responsible for obtaining program approvals.</li></ul> 


Build Influence &amp; Cross&ndash;Functional Relationships
<ul>
<li>Build trusted, influential relationships with peers, sales leaders, and subject matter experts.</li></ul> 


Identify &amp; Interpret KPIs to Drive Strategic Decisions.
<ul>
<li>Identify and analyze key performance indicators for campaigns, public relations, population targeting, and optimization. Work with internal data teams to build KPIs and evaluate results.</li></ul> 


Develop &amp; Execute Integrated Marketing Campaigns
<ul>
<li>Develop and execute marketing campaigns that include the use of content (e.g., case studies, white papers, webinars), direct mail, digital marketing, and public relations. Establish measurable campaign goals and utilize various reporting mechanisms to evaluate results.</li></ul> 


Lead Brand Stewardship &amp; Change Advocacy
<ul>
<li>Be a brand ambassador and lead by example with innovative problem-solving and collaboration. Advocate change while keeping our company goals and brand standards omnipresent.</li>
</ul>
Support PR &amp; Visibility Efforts
<ul>
<li>Collaborate with the public relations team to gain speaking engagements, awards, endorsements, and byline/quote opportunities.</li></ul> 


Support Events &amp; Presentation Materials
<ul>
<li>Ensuring identified tradeshow and speaking engagements are supported with modern presentations, displays, and handouts.</li></ul> 


Requirements
<ul>
<li>Proficiency with Salesforce or similar CRM platforms (or strong willingness to learn)</li>
<li>Strong experience with email marketing platforms (e.g., Pardot, Salesforce Marketing Cloud, HubSpot, Marketo) and campaign management</li>
<li>Bachelor's degree in marketing, Communications, Journalism, or a related field, with 7+ years</li>
<li>Experience in complex B2B environments such as employee benefits, insurance, or pharmacy.</li>
<li>You're a strategic marketer who translates business priorities into clear positioning, compelling narratives, and integrated marketing plans. You collaborate deeply with sales and business leaders, influence direction without authority, and understand the full marketing ecosystem&mdash;from content and digital to PR, events, and demand generation.</li>
<li>You bring a data driven mindset, define and interpret KPIs, and refine strategy based on performance insights. You plan effectively&mdash;building annual roadmaps, editorial strategies, and campaigns&mdash;and you operate confidently in a fast moving, matrixed environment. Strong executive communication, a bias for modernizing processes, and comfort with marketing operations tools are essential. Travel as needed.</li>
<li>Willingness to travel as needed to support key initiatives, stakeholder relationships, and industry presence.</li></ul> 


PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.

Some physical labor may be required for specific events, the ability to lift 25 &ndash; 50 lbs. overhead maybe required.

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. 


To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms&mdash;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.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 


#LI-MS2

#LI-Hybrid</div>

Divisional Growth Marketing Manager

Join EPIC Insurance Brokers & Consultants and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

EPIC Insurance Brokers & Consultants

About Company

Senior Client Manager

Divisional Growth Marketing Manager