JOB OVERVIEWThe Client Executive (CE) is responsible for developing and executing employee benefits strategies in partnership with clients and producers. This role serves as the primary client advisor and strategic lead, overseeing all aspects of account management, including plan design, financial analysis, compliance guidance, and ongoing service delivery.
The CE will lead the client service team, manage vendor and carrier relationships, and drive client satisfaction, retention, and growth through a combination of strategic consulting, operational execution, and relationship management.
WHAT WE ARE LOOKING FORWe are seeking a strategic, client-focused professional with deep expertise in employee benefits and a strong ability to manage complex accounts.
The ideal candidate:
- Brings a strong foundation in employee benefits consulting or brokerage environments
- Is confident working with senior-level client stakeholders and providing strategic recommendations
- Demonstrates strong analytical and financial acumen, including underwriting and modeling
- Has proven ability to lead teams and manage multiple client priorities simultaneously
- Is proactive, detail-oriented, and committed to delivering high-quality client service and outcomes
- Thrives in a fast-paced environment with a focus on client retention and growth
WHAT YOU'LL DO- Serve as the primary point of contact and subject matter expert for clients, handling complex benefits inquiries, compliance guidance, and strategic advising
- Partner with clients and producers to develop and implement benefits strategies aligned with business objectives
- Lead and oversee the client service team, ensuring quality, accuracy, and responsiveness across all deliverables
- Manage the renewal and marketing process, including analyzing client data, conducting market comparisons, obtaining quotes, and negotiating with carriers and vendors
- Perform financial analysis and modeling, providing clients with data-driven recommendations and program alternatives
- Oversee plan design, program management, and employee communications, including open enrollment execution
- Support business development efforts, including contributing to proposals, presentations, and prospective client meetings
- Maintain strong relationships with carriers, vendors, and internal stakeholders to deliver cost-effective and compliant solutions
- Ensure all documentation, workflows, and systems are accurate and up to date
- Stay current on industry trends, legislation, and regulatory requirements to provide informed guidance
WHAT YOU'LL BRING- 4+ years of experience as an Account/Client Executive, Account/Client Manager, or similar role within a benefits consulting firm, brokerage, or carrier
- Strong knowledge of employee benefits plans, coverages, and services
- Demonstrated expertise in financial analysis, underwriting concepts, and benefits modeling
- Solid understanding of health & welfare compliance, HIPAA, and ACA regulations
- Proven ability to manage client relationships and lead service teams
- Excellent communication, presentation, and interpersonal skills
- Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)
- Experience with agency management systems and benefits platforms preferred
- Ability to manage multiple priorities in a fast-paced, deadline-driven environment
- Bachelor's degree preferred (or equivalent experience)
Certifications/Licenses:- Life & Health License (required where applicable)
- Advanced designations such asCEBS, GBA, PHR, or CLU preferred
COMPENSATION:The national average salary for this role is $150,000 - $160 000.00 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.
Why EPIC?At EPIC, we invest in our people and their success. Benefits include:
Time Off & Leave- Generous PTO (managed PTO or 22 days for hourly employees)
- 12 paid holidays + 4 early-close days
- Paid parental leave and family support programs
Financial & Core Benefits- 401(k) with company match and immediate vesting
- Medical, dental, and vision coverage
- Employee assistance programs
Professional Growth- Mentorship programs
- Tuition reimbursement
- Leadership development opportunities
Additional Benefits- Pet insurance
- Identity & fraud protection
- Legal and family planning support
Culture & Community- Collaborative producer-service model
- Employee Resource Groups
- Charitable initiatives through EPIC Gives Back
- Recognized as a Top 10 P&C Agency (Insurance Journal)
Diversity & InclusionEPIC embraces diversity in all its forms and is committed to fostering an inclusive culture where all employees feel valued, respected, and empowered.
Additional Information- Responsibilities may evolve based on business needs
- Some travel may be required
California Applicants: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf
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