Summary

　　The Account Manager will support the Account Executive by proactively managing each client account across all lines of coverage for large group employers (500+).  Must have experience implementing and managing self-funded medical plans. 

　　Job Responsibilities: 

　　    Data Management

　　Collect and maintain all client data in the designated operating systems Manage the exchange of data and information with client and vendors as necessary Work closely with Form 5500 team to ensure accurate and timely filing of all clients’ Form 5500 Reports to the IRS Vendor Management

　　Coordinate with vendors to ensure on-time benefits implementations and renewals Ensure timely review and execution of vendor contracts Manage vendors by tracking meeting notes and proactively following up to ensure timely delivery of requested data, responses to inquiries, and other service requests as they arise Review vendor plan documents (SPDs, SBCs, plan summaries, etc.) for accuracy Troubleshoot issues related to administration, billing, claims, etc. Manage RFP process and create presentation for review with client 

　　Client Relationship Management

　　Manage standing client meetings with Account Executive by creating and leading agenda, tracking meeting notes, and updating status on tasks and projects Oversee the scheduling and completion of all communications, such as annual enrollment guides and other annual communications, new hire guides, employee transition guides, ad hoc employer communications as needed and requested Assist with setting up new governing documents, such as wrap documents, Section 125, etc. Facilitate day-to-day client needs Lead or attend employee educational benefits meetings Core Competencies: 

　　Effective written and verbal communication skills Self-motivated/proactive Detail and task oriented Analytical thinker/problem solver Highly organized

　　WHY JOIN US? 

　　14th Largest Broker in US Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!). 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. An Equal Opportunity/Affirmative Action Employer.

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