Employee Benefits Account Manager

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! 

LOCATION: Indiana-Hybrid (1 day a week in the office may be required)

 

WHAT YOU’LL DO: 

• The Client Manager-Employee Benefits works closely with the team and the business manager to provide marketing support and to meet the day-to-day service needs of each client
• Manages the process for new and renewal business on an assigned book of clients
• Responsible for gathering the information for the marketing process of new and renewal business including gathering and submitting information to our carrier partners
• You will prepare or revise client presentations for medical and ancillary quote comparisons

• Onboard/implement new clients or plans via virtual meetings, phone conferences or email
• Maintain ownership of continuous updates/changes, additions, and deletions to ensure proper insurance coverage
• Provides day-to-day service of clients, including resolving issues via virtual meetings, phone or email, responds to inquiries regarding coverage and other inquiries of internal and external customers
• Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
• Serves as a resource to others in the department or organization for assistance with processes, procedures and knowledge of insurance
• Follow the direction of Management and comply with all company policies
• Other duties as assigned and requested by management
• Able to work an adjusted work schedule as needed to support clients 

WHAT YOU’LL BRING:

• High school diploma or GED required; some college preferred

• Experience with all lines of employee benefits including health, dental, and vision, etc.

• Previous call center and/or customer service experience in an insurance or medical environment required
• Proficient in Microsoft Office products, including Word, Excel, PowerPoint and Outlook programs
• Familiar with health insurance policies, ERISA laws and industry terminology

• Must be able to explain group insurance coverage options and suggest appropriate options

• Excellent communication and diplomacy skills to resolve client issues; able to communicate and execute resolutions
• Must be able to interpret guidelines and utilize resources available to analyze and resolve benefit coverage issues and conflicts
• Confidentiality of all customer account information within HIPAA guidelines
• Goal oriented, highly self-motivated and resourceful to achieve results
• Ability to work independently, as well as in a team environment
• Local travel may be required

• Able to work an adjusted work schedule as needed to support clients in the Central Standard time zone and Pacific Standard time zone
• Willingness to obtain Valid Life and Health License in applicable states is required

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data

 

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

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

 

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. 

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

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

 

#LI- SG1

#LI-Hybrid

 

 

Client-provided location(s): Carmel, IN

Job ID: 8406692002

Employment Type: OTHER

Posted: 2026-02-05T18:33:51