Wellbeing Account Manager

WHY JOIN US?

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.

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellbeing Programs, Employee Award Programs (Trips!).

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Essential Duties and Responsibilities:

• Partner with clients throughout the annual health and welfare lifecycle to align wellness initiatives with overall benefits strategy.
• Lead clients through the annual wellness cycle:
• Conduct discovery and benchmarking analysis
• Develop program strategy and statement of services
• Implement programs and provide ongoing support
• Deliver annual wellness stewardship reporting
• Maintain accurate client and project logs for performance tracking.
• Build and sustain strong client relationships within ongoing benefits and wellness engagements.
• Develop and report on measurable outcomes for wellness and health management programs.
• Strengthen existing vendor partnerships and identify new opportunities.
• Ensure detailed planning and flawless execution of client wellness programs.
• Collaborate effectively with other wellness consultants and EPIC colleagues.
• Contribute to practice development and resource enhancement initiatives.

Personal AND Organizational Development Responsibilities:

• Prioritize and manage workflow to meet all goals and deadlines.
• Communicate clearly and collaborate effectively to achieve EPIC’s business, profitability, and retention objectives.
• Stay current on industry trends, compliance updates, and innovations in workplace wellness.
• Maintain a professional image in both appearance and conduct.

KEY COMPETENCIES:

• Proven project management skills, including timeline oversight and vendor coordination (especially onsite health events).
• Strong relationship-building abilities to grow and retain vendor partnerships.
• In-depth knowledge of workplace wellness trends, compliance requirements, and emerging wellbeing solutions.
• Experience with invoicing, budget management, and event financial oversight.
• Excellent problem-solving, decision-making, and troubleshooting skills.
• Proficiency in Microsoft Office (Excel, Outlook, Word, PowerPoint) and internet navigation.
• Exceptional attention to detail, multitasking, and time management skills.
• Ability to work independently and collaboratively.
• Strong written and verbal communication skills.
• High level of accountability, adaptability, and positive team orientation.
• Alignment with EPICness Values: People First, Respect, Responsibility, Adaptability, Community, Alignment, Confidence, Innovation, Humility, Fun.

EDUCATION AND/OR EXPERIENCE:

• Bachelor’s degree or equivalent educational training or business experience (Health Education and Promotion, Public Health, Nutrition, Behavioral Health or Life Science preferred).
• 2-3 years’ experience event coordination.
• 3-5 years’ experience in worksite wellbeing, health education, health promotion, wellbeing consultant.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus. Ability to travel independently to clients; some air travel may be required.

Some physical labor may be required for specific events, the ability to lift 25 – 50 lbs. overhead maybe required.

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

COMPENSATION:

The national average salary for this role is $86,000.00 - $93,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

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.

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