EPIC Insurance Brokers & Consultants · 2 hours ago
Principal, Middle Market Employee Benefits
144 Gould Street #100, Needham Heights, MA 02494
Full-time
Hybrid
Senior Level, Lead/Staff
$140K/yr - $160K/yr
10+ years expEPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco with over 3,000 employees nationwide. The Principal, Middle Market Employee Benefits role focuses on providing high-quality service to clients, managing relationships, and overseeing complex employee benefit plans while supervising junior team members.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Responsibilities
Supervise the setup and renew all policies in the BenefitPoint system within 30 days
Supervise the maintenance of all required policy documents in the ImageRight system
Track all renewals and provide the renewal documents to the Producer
Review all renewals and when required, will spreadsheet the renewals with options to present to the client
Manage the day-to-day administrative tasks, such as enrollments, client and employee inquiries, billing and claims issues
Research and respond to client, vendors, and Producer inquiries in a timely manner
Prepare all documents for new business and renewals
Develop enrollment materials and presentations for on/off-site client meetings
Manage day-to-day inquiries from clients, vendors, and Producers
Negotiates terms, conditions, coverage limits, and pricing with carriers and wholesalers
Maintain a project plan to ensure client deliverables are completed on time. Delegate work to more junior team members when appropriate
Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues
Anticipate client needs and identify the strategies to solve them
Review request for proposals and insurance plan analyses, negotiate with carriers, and recommend renewal actions. Oversee implementations of new business
Understand and articulate alternative funding strategies, self-funded reporting, and renewal projections
Work to develop and execute client strategy plan and defined deliverables
Oversee open enrollment process for clients, Review employee presentations and communication materials
Conduct and present annual client compliance audits
Keep clients apprised of industry trends and events, including all state and federal regulatory issues. Explain legislative guidelines including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform to clients. Keep clients aware of updates as necessary
Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs)
Qualification
Required
Minimum of 10 + years of progressive Employee Benefit insurance brokerage experience
Strong computer skills including Microsoft office suite, BenefitPoint
Must be detail oriented
Must have excellent Customer Service Focus, organizational and time management skills
Must have leadership/ senior level skills
Undergraduate Bachelor's degree
Required: Life & Health License
Benefits
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.
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
Company
EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP & Regional Director, Employee Benefits (Sacramento)
Recent News
Business Journals
2022-08-25
2022-01-21
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