Client Executive, Large Group

JOB OVERVIEW

The 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.

WHAT WE ARE LOOKING FOR

• Bridges deep expertise in employee benefits consulting or brokerage environments
• Confidently works with senior-level client stakeholders and provides strategic recommendations
• Demonstrates strong analytical and financial acumen, including underwriting and modeling
• Has proven ability to lead teams and manage multiple client priorities simultaneously
• 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

• Serves as the primary point of contact and subject matter expert for clients, handling complex benefits inquiries, compliance guidance, and strategic advising
• Pairs with clients and producers to develop and implement benefits strategies aligned with business objectives
• Led and oversees the client service team, ensuring quality, accuracy, and responsiveness across all deliverables
• Manages the renewal and marketing process, including analyzing client data, conducting market comparisons, obtaining quotes, and negotiating with carriers and vendors
• Performs financial analysis and modeling, providing clients with data-driven recommendations and program alternatives
• Oversees plan design, program management, and employee communications, including open enrollment execution
• Supports business development efforts, including contributing to proposals, presentations, and prospective client meetings
• Maintains strong relationships with carriers, vendors, and internal stakeholders to deliver cost-effective and compliant solutions
• Ensures all documentation, workflows, and systems are accurate and up to date
• Stays 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 as CEBS, 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?

• Generous PTO (managed PTO or 22 days for hourly employees)
• 12 paid holidays + 4 early-close days
• Paid parental leave and family support programs
• 401(k) with company match and immediate vesting
• Medical, dental, and vision coverage
• Employee assistance programs
• Mentorship programs
• Tuition reimbursement
• Leverage development opportunities
• Pet insurance
• Identity & fraud protection
• Legal and family planning support
• Collaborative producer-service model
• Employee Resource Groups
• Charitable initiatives through EPIC Gives Back
• Recognized as a Top 10 P&C Agency (Insurance Journal)

Diversity & Inclusion

EPIC 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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