---
title: 'Senior Client Manager at EPIC Brokers'
canonical: 'https://feeny.ai/job/senior-client-manager-epic-brokers-united-states-fzz0hc1e3azn'
type: 'job'
last_seen: '2026-09-12'
---

# Senior Client Manager at EPIC Brokers

- **Company:** EPIC Brokers
- **Location:** United States
- **Work type:** remote
- **Posted:** 2026-04-28
- **Last confirmed live:** 2026-09-12
- **Apply:** https://job-boards.greenhouse.io/edgewoodpartnersinsurancecenter/jobs/8458991002

## Job description

EPIC Insurance Brokers & 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.

Position Summary

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.

## Key Responsibilities

- Serve as the primary client contact and subject matter expert for employee benefits accounts
- Manage day‑to‑day client service, escalations, and complex coverage or compliance inquiries
- Analyze client census and experience data for new and renewal business
- Conduct carrier marketing, obtain quotes, compare plan designs, and evaluate alternatives
- Present recommendations to clients, including senior HR and leadership stakeholders
- Negotiate premiums, plan terms, and commissions with carriers and vendors on behalf of clients
- Lead open enrollment planning and execution, including employee communications
- Prepare client presentations, proposals, and benefit summaries
- Support Producers with sales activities and new business development
- Maintain accurate documentation in agency management systems and CRM tools

Core Competencies

Client Service & Consulting

- Employee benefits strategy and advisory support
- Medical, dental, vision, life, disability, and ancillary benefits knowledge
- Carrier negotiation and vendor management
- Compliance support related to state and federal regulations

Leadership & Collaboration

- Partner effectively with Producers, Client Executives, and service teams
- Mentor junior staff and support team workflows
- Manage multiple deadlines, priorities, and client deliverables

## Qualifications

- 5+ years of experience in employee benefits account management with a brokerage, consulting firm, or health insurance carrier
- Strong understanding of benefits renewals, plan design, and carrier markets
- Experience supporting mid‑market or large group employee benefits clients preferred
- Proficiency with Microsoft Excel, Word, and PowerPoint
- Ability to thrive in a deadline‑driven, client‑facing environment
- Excellent communication, organization, and problem‑solving skills

Licenses & Certifications

- Active California Life & Health Insurance License required
- Professional designations such as CEBS, PHR, BGA, or CLU preferred

## Compensation

The national base salary range for this position is $110,000 – $140,000, exclusive of bonuses or benefits. Final compensation will be based on experience, skills, certifications, location, and internal equity.

Why EPIC?

EPIC offers a comprehensive and competitive total rewards package, including:

- Generous paid time off and company holidays
- Paid parental leave and family‑supportive benefits
- 401(k) with company match
- Medical, dental, vision, wellness, and EAP programs
- Professional development, tuition reimbursement, and mentorship
- Employee recognition programs and referral bonuses
- Employee Resource Groups and inclusive culture

EPIC fosters a 50/50 culture that values both production and service excellence—and we actively invest in our people’s growth.

## Equal Opportunity Employer

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

## 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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