EPIC Insurance Brokers & Consultants

Client Coordinator

• Assist the Client Executive and/or Client Manager with maintenance of clients’ employee benefits programs and day-to-day account service
• Prepare materials for client meetings, including agendas, reports, and presentations
• Process BORs, update internal systems and client portals, and prepare invoices
• Contribute to 5500 filings, audits, benchmarking, experience and financial analytic reports, and other client-service data
• Provide open enrollment support through communication materials, onsite and virtual meetings, and health fairs
• Assist with resolving client and employee issues, including billing discrepancies and claims issues
• Build relationships and collaborate effectively
• Set priorities and manage workflow with the Client Executive and/or Client Manager
• Maintain workflow logs and update benefits information in agency management systems, manuals, documentation, and records
• Stay informed about industry information, products, programs, coverages, legislation, and technology
• Project a professional image in actions and appearance

Account Manager

• Process applications, policies, endorsements, binders, certificates, audits, incoming mail, schedules, and other client-servicing items
• Assist clients with policy coverage, exclusions, coverage changes, and related questions
• Service client accounts under the oversight of Producers or Account Executives
• Research and analyze coverage and policy/contractual issues
• Conduct renewals, including exposure analysis, market comparisons, quote evaluation, and premium and commission negotiations
• Prepare proposals, presentations, and technical sales support materials
• Oversee insurance binder accuracy
• Maintain client files and document activity in the Agency Management System
• Prepare billing, invoices, and monthly expirations
• Establish and maintain client relationships and resolve questions and issues
• Determine marketing strategy with the Sales Team, including coverage, target pricing, and marketing decisions
• Submit applications with supporting documentation and follow up on quotes and policies
• Refer clients to EPIC Employee Benefits and Private Client Departments
• Set priorities and manage workflow
• Maintain documentation, records, proposals, workflow logs, and manuals
• Stay informed about industry information, products, programs, coverages, legislation, and technology
• Resolve problems and enhance service in a timely manner
• Perform other assigned duties

Commercial Account Manager – Small Business

Data Analyst

• Support the development and maintenance of predictive, statistical, and machine learning models for business and client needs across Artemetrx initiatives
• Analyze pharmacy and medical claims data and other healthcare data sets to identify trends, patterns, outliers, and cost/utilization opportunities
• Assist with AI roadmap initiatives
• Prepare, clean, transform, and validate data sets for analytics, reporting, dashboards, and model development
• Develop clean, reusable, and testable analytical code using established data team standards, libraries, and modules
• Maintain reference tables and other data sets used within the Artemetrx product
• Use SQL and Python to extract, manipulate, and analyze large and complex data sets
• Collaborate with consultants, clinicians, analysts, product teams, data engineers, and other stakeholders to define requirements and deliver actionable insights
• Document analytical methods, assumptions, data definitions, model logic, and results
• Communicate analytical findings and recommendations through written summaries, presentations, dashboards, and stakeholder discussions
• Stay current with healthcare analytics, data science, machine learning, artificial intelligence, and pharmacy benefits management developments

Client Coordinator

Commercial Account Manager – Small Business

Senior Data Analyst, Healthcare Claims