Client Executive/Team Lead

Position Summary

The Client Executive / Team Lead is responsible for managing a book of business, leading strategic benefits planning, and driving client retention, growth, and service excellence.

Key Responsibilities

• Client Strategy & Relationship Management
• Serve as the primary strategic advisor and senior point of contact for clients
• Provide guidance on:
• Plan design and eligibility
• Compliance requirements
• Market trends and developments
• Incorporate fiduciary responsibility into all client recommendations
• Identify growth opportunities within existing and prospective client relationships
• Renewal & Benefits Strategy
• Lead strategy for new and renewal business:
• Analyze client data
• Evaluate market options
• Develop recommendations
• Negotiate competitive coverage and pricing
• Maintain strong knowledge of funding arrangements:
• Fully insured
• Level-funded
• Self-funded
• Emerging solutions
• Model plan options and provide financial analysis aligned to client goals
• Marketing & Carrier Management
• Direct the marketing process and carrier/vendor negotiations
• Develop proposals, presentations, and client deliverables
• Partner with Producers on new business opportunities and client meetings
• Team Leadership & Execution
• Provide day-to-day leadership for Client Managers and support staff
• Delegate and monitor service work for accuracy and timeliness
• Coach and mentor team members to ensure development and performance
• Ensure consistent execution of service plans and client deliverables
• Client Service & Operations
• Oversee client communications and open enrollment strategies
• Ensure accurate documentation in CRM and internal systems
• Maintain quality, timeliness, and completeness across all interactions
• Manage workflows to meet service and performance goals
• Professional Development
• Stay current on:
• Industry trends
• Legislation and compliance
• Products and carrier updates
• Represent EPIC with professionalism, credibility, and sound judgment
• Supervisory Responsibilities
• Lead and develop assigned client service team members
• Provide coaching, mentoring, and performance oversight
• Ensure alignment, accountability, and execution across the team

Key Competencies

• Deep knowledge of employee benefits products and funding strategies
• Strong financial and analytical skills (underwriting, cost modeling, data analysis)
• Leadership ability with experience coaching and mentoring teams
• Working knowledge of compliance (HIPAA, ERISA, COBRA, ACA)
• Strong problem-solving and decision-making skills
• Excellent communication and relationship-building abilities
• Highly organized with strong attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Advanced proficiency with Microsoft Office

Qualifications

• Bachelor’s degree preferred (or equivalent experience)
• 7+ years of employee benefits experience in a client-facing role
• Prior leadership or team oversight experience strongly preferred
• Strong ability to:
• Interpret benefits plans and policies
• Analyse financial data
• Present recommendations to clients
• High degree of professionalism, discretion, and business judgment

Licenses & Certifications

• Active Texas Life & Health insurance license (required)
• Valid driver’s license
• Advanced designations preferred (CEBS, GBA, PHR, etc.)

Why EPIC?

• 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)

Additional Information

• Responsibilities may evolve based on business needs
• Some travel may be required
• California Applicants: California Applicant Notice