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Senior Wellbeing Coordinator

Role overview

Qualifications

  • 3–5+ years of experience in wellness, benefits, healthcare, or client/account management
  • Strong project management skills with the ability to manage multiple priorities and deadlines
  • Excellent communication skills—written and verbal
  • Proficiency in Microsoft Office (Excel, PowerPoint, Outlook, Word)

Responsibilities

  • Lead the end-to-end execution of onsite and virtual wellbeing initiatives
  • Build strong, consultative relationships through proactive communication and responsiveness
  • Oversee vendor sourcing, coordination, and performance management
  • Track engagement, outcomes, and key metrics across programs

Key facts

Other skills

  • Communication
  • Problem Solving
  • Microsoft Office
  • Organizational Skills
  • Relationship Building
  • Adaptability

About the company

EPIC Insurance Brokers & Consultants logo

EPIC Insurance Brokers & Consultants

Insurance Brokerage & Agencies

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. EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services. Check out our other links for all things EPIC: https://linktr.ee/epicbrokers.

Company details

Company typeLarge
IndustryInsurance Brokerage & Agencies
Company size1001 - 5000

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Job description

Position Overview

At EPIC, we believe wellbeing drives performance, engagement, and long-term success. As a Senior Wellbeing Coordinator, you’ll play a key role in bringing that vision to life for our clients.

In this role, you’ll partner closely with our National Wellbeing and Health Management Practice to deliver high-impact programs that support employee health and organizational outcomes. You’ll blend hands-on program execution with client-facing partnership—serving as both the engine behind seamless delivery and a trusted resource to consultants and account teams.

If you thrive in a fast-paced, client-focused environment and enjoy turning strategy into action, this is an opportunity to make a meaningful impact at scale.


What You’ll Do

Drive Wellbeing Program Delivery

  • Lead the end-to-end execution of onsite and virtual wellbeing initiatives (health fairs, flu clinics, screenings, campaigns, and more)
  • Manage logistics, timelines, and deliverables across multiple client programs simultaneously
  • Coordinate vendors, confirm scheduling, and oversee live event execution—including troubleshooting when needed
  • Monitor participation and outcomes to ensure programs deliver measurable results

Partner with Clients

  • Serve as a day-to-day point of contact for assigned clients
  • Build strong, consultative relationships through proactive communication and responsiveness
  • Support consultants and account managers with program insights, recommendations, and follow-ups
  • Ensure all deliverables are completed on time and aligned with broader client wellbeing strategies

Manage Projects & Vendors

  • Oversee vendor sourcing, coordination, and performance management
  • Maintain organized project plans, timelines, and documentation across initiatives
  • Support budgeting processes, including tracking expenses and invoice coordination

Measure Impact

  • Track engagement, outcomes, and key metrics across programs
  • Contribute to client reporting and presentations that demonstrate value and ROI
  • Maintain accurate records of activities, milestones, and performance data

Contribute to a Growing Practice

  • Collaborate across teams to support integrated client strategies
  • Help improve processes, tools, and scalable ways of working
  • Support onboarding and mentoring of junior team members
  • Stay current on wellbeing trends, compliance considerations, and industry best practices

What We’re Looking For

  • 3–5+ years of experience in wellness, benefits, healthcare, or client/account management
  • Strong project management skills with the ability to manage multiple priorities and deadlines
  • Experience working in a client-facing, service-oriented environment
  • Proven ability to coordinate complex programs or events from start to finish
  • Excellent communication skills—written and verbal
  • Detail-oriented with strong problem-solving skills and accountability
  • Proficiency in Microsoft Office (Excel, PowerPoint, Outlook, Word)

Key Strengths for Success

  • Relationship-building and client service mindset
  • Strong organizational and project management capabilities
  • Vendor coordination and cross-functional collaboration
  • Data tracking, reporting, and insight generation
  • Adaptability, ownership, and a proactive approach

 

 

COMPENSATION: 

The national average salary for this role is $65,000.00 - $80,000.00 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.

 

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

 

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

  • 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. It takes both production and service to be EPIC!
  • EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

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

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

 

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Marcus Rivera

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