---
title: 'Client Manager at EPIC Brokers'
canonical: 'https://feeny.ai/job/client-manager-epic-brokers-duluth-fscn8s03jxjp'
type: 'job'
last_seen: '2026-10-31'
---

# Client Manager at EPIC Brokers

- **Company:** EPIC Brokers
- **Location:** Duluth, GA
- **Posted:** 2026-10-30
- **Last confirmed live:** 2026-10-31
- **Apply:** https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8923791002

## Job description

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: Duluth, Georgia, hybrid role- 3 days a week in the office.

## JOB OVERVIEW:

The Account Manager serves as the primary day-to-day contact for employee benefits clients, delivering exceptional service and support throughout the client lifecycle. This role partners closely with Client Executives, carriers, internal departments, and clients to ensure a seamless experience while helping clients navigate benefits administration, compliance, enrollment, billing, and employee benefits programs.

What You'll Do:

Client Service & Account Management

- Serve as the primary day-to-day contact for assigned clients and build strong, trusted relationships.
- Partner with clients, Client Executives, and internal teams to execute comprehensive service plans.
- Coordinate and support open enrollment meetings, including preparation of employee communication materials.
- Complete COBRA paperwork for new group implementations and renewals.
- Maintain ongoing client communication regarding benefit trends, legislative changes, and regulatory updates.
- Collaborate with compliance specialists and Client Executives to support government reporting requirements and compliance initiatives.
- Maintain accurate client and benefits plan information within EPIC's CRM system.
- Resolve enrollment, eligibility, and basic claims issues while coordinating escalated claims with the claims department.
- Research and resolve billing discrepancies and administrative concerns.
- Keep Client Executives informed of client issues, concerns, and significant events.
- Participate in mentorship, training, and professional development activities.

Operational Excellence

- Work closely with Client Executives to prioritize activities and manage workflows effectively.
- Maintain client documentation, activity logs, and agency management system records.
- Communicate professionally and collaborate effectively with colleagues, clients, and carrier partners.
- Stay current on industry developments, market trends, product offerings, legislation, and technology advancements.
- Consistently project a professional and customer-focused image.

## What You'll Bring

- Working knowledge of employee benefits programs, including:
- Fully insured plans
- Self-funded plans
- Level-funded plans
- Strong proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.
- Excellent organizational skills with exceptional attention to detail.
- Strong time management and ability to manage multiple priorities in a fast-paced environment.
- Ability to work independently and collaboratively within a team setting.
- Effective written and verbal communication skills.
- Experience using agency management systems, HR portals, and related technology platforms.
- High school diploma required; some college coursework preferred.
- Minimum of 2 years of employee benefits account management experience with a brokerage, consulting firm, insurance carrier, TPA, or related organization.
- Demonstrated ability to manage competing deadlines while maintaining a high level of service.
- Strong professionalism, discretion, diplomacy, and ability to handle confidential information.
- Licenses & Certifications
- Georgia or Indiana Life & Health License, or ability to obtain within 60 days of hire.
- Valid driver's license.

## 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, Cancer 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.

## #LI-SG1

#Hybrid

## About EPIC Brokers

## Company Overview
- **One-liner**: EPIC Insurance Brokers & Consultants is a unique and innovative retail risk management, employee benefits, and specialty program insurance brokerage and consulting firm.
- **Entity Type**: Private
- **Headquarters**: New York, NY, United States (1140 Avenue of the Americas 8th Floor)
- **Founded**: 2007
- **Founders**: Not publicly available

## Core Business
- Primary industry/industries: Insurance brokerage and consulting (Risk Management, Employee Benefits, Property & Casualty, Specialty Programs, Private Client Services)
- Target customers: B2B (enterprises, SMBs, high net-worth individuals); emphasis on accounts with >100 employees for employee benefits
- Mission or purpose statement: To put the needs of others ahead of your own, work hard together, respect and embrace diversity and community, and enjoy the process – with no limit to what they can collectively achieve.

## Products & Services
- **Risk Management**: Decoding and disarming risks most likely to affect a business by leveraging expertise, analysis, and insights.
- **Employee Benefits**: Consulting, brokerage, and advisory services with a specific emphasis on accounts with >100 employees.
- **Commercial Property & Casualty**: Insurance solutions for businesses across a wide range of industries.
- **Private Client Services**: Personal risk management consulting and insurance portfolio development for high net-worth individuals.
- **Specialty Program Insurance**: Unique specialty program insurance solutions.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (Private company)
- **Key Metric**: Over $1B in run-rate revenue; 3,000+ team members; 100K+ clients and growing
- **Notable Investors/Partners**: Not publicly available (Private company)
- **Growth Signals**: Ranked #17 among the Top 100 largest U.S. brokers (per Business Insurance); fastest-growing firm in the insurance industry; nationwide presence with offices across the country; has aligned with the DOD SkillBridge Program for military service members.

## Competitive Advantages
- **Unique Culture ("EPICness")**: Strong emphasis on a "people first" culture with shared values: Owner Mindset, Inspire Trust, Think Big, Drive Results.
- **Scale & Growth**: Over $1B in revenue and 3,000+ employees, indicating significant market presence and stability.
- **Industry Expertise**: Depth of expertise across key lines of insurance with local market knowledge and nationwide support.
- **Community Focus**: Commitment to giving back to the communities where employees live and work.

## Strategic Focus
- **Growth & Expansion**: Continuing rapid growth across the country while maintaining service excellence and a "people first" culture.
- **Innovation**: Embracing innovation in the community and anticipating future client needs.
- **Talent Acquisition**: Actively seeking people who have "the right stuff" – capable, committed individuals who share common beliefs and values.
- **Diversity & Inclusion**: Fostering a work community where every colleague feels welcomed, valued, respected, and heard.

## Why Work Here
- **Culture**: Strong emphasis on "EPICness" – a culture built on shared values of ownership, trust, big thinking, and driving results. The company is recognized as one of the fastest-growing best places to work in the insurance industry.
- **Remote/Hybrid/Office Policy**: Mixed; many roles are location-specific (e.g., New York, Atlanta, Dallas, San Ramon, etc.), but some positions (e.g., Direct Bill Accounting, Pharmacy Benefit Consultant, etc.) are listed as "Remote US Based."
- **Notable Perks**:
  - Full-suite of employee benefits: medical, dental, vision, and pharmacy plans.
  - Access to Wellness programs that support healthy lifestyles.
  - Life and disability insurance, cancer services, and commuter benefits.
  - Commitment to helping employees lead their best lives.
- **Engineering/IT Culture**: Roles exist in Information Technology, Data & Analytics, and Business Applications, suggesting a focus on modernizing internal systems and leveraging data.
- **Diversity & Inclusion**: Explicit commitment to diversity, equity, and inclusion; believes diversity drives innovation.
- **Community Impact**: Strong emphasis on giving back to the communities where employees live and work.

## Sources
1. [epicbrokers.com](https://www.epicbrokers.com/)
2. [epicbrokers.com](https://www.epicbrokers.com/about/)
3. [epicbrokers.com](https://www.epicbrokers.com/about/epic-careers/)
4. [epicbrokers.com](https://www.epicbrokers.com/about/our-values/)
5. [job-boards.greenhouse.io](http://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter)

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