Client Executive/Team Lead

<p>&nbsp;</p> <div> <h2><strong>About EPIC</strong></h2> <p>EPIC Insurance Brokers &amp; Consultants is one of the fastest-growing firms in the insurance industry—driven by passionate, high-performing professionals who deliver excellence every day.</p> <p>Founded in 2007 and headquartered in San Francisco, EPIC has grown to over 3,000 employees nationwide across 60+ offices. Our combination of local expertise and national scale allows us to support both regional and global clients.</p> <p>Our continued success is powered by our people—and we’re just getting started.</p> <p><strong>Our core values:</strong></p> <ul> <li>Owner Mindset</li> <li>Inspire Trust</li> <li>Think Big</li> <li>Drive Results</li> </ul> <p>If this resonates with you, we’d love to connect.</p> <hr> <h2><strong>Position Summary</strong></h2> <p>The <strong>Client Executive / Team Lead</strong> is responsible for managing a book of business, leading strategic benefits planning, and driving client retention, growth, and service excellence.</p> <p>This role serves as a <strong>primary advisor to clients</strong>, providing strategic guidance on:</p> <ul> <li>Benefits design</li> <li>Renewal strategy</li> <li>Market positioning</li> <li>Financial analysis</li> <li>Compliance</li> </ul> <p>In addition to managing client relationships, this role provides <strong>day-to-day leadership and oversight</strong> of client service team members to ensure high-quality execution, accountability, and consistency across deliverables.</p> <p>This position partners closely with Producers and internal resources to align strategy, support new business, and deliver an exceptional client experience.</p> <hr> <h2><strong>Key Responsibilities</strong></h2> <h3><strong>Client Strategy &amp; Relationship Management</strong></h3> <ul> <li>Serve as the primary strategic advisor and senior point of contact for clients</li> <li>Provide guidance on: <ul> <li>Plan design and eligibility</li> <li>Compliance requirements</li> <li>Market trends and developments</li> </ul> </li> <li>Incorporate fiduciary responsibility into all client recommendations</li> <li>Identify growth opportunities within existing and prospective client relationships</li> </ul> <hr> <h3><strong>Renewal &amp; Benefits Strategy</strong></h3> <ul> <li>Lead strategy for new and renewal business: <ul> <li>Analyze client data</li> <li>Evaluate market options</li> <li>Develop recommendations</li> <li>Negotiate competitive coverage and pricing</li> </ul> </li> <li>Maintain strong knowledge of funding arrangements: <ul> <li>Fully insured</li> <li>Level-funded</li> <li>Self-funded</li> <li>Emerging solutions</li> </ul> </li> <li>Model plan options and provide financial analysis aligned to client goals</li> </ul> <hr> <h3><strong>Marketing &amp; Carrier Management</strong></h3> <ul> <li>Direct the marketing process and carrier/vendor negotiations</li> <li>Develop proposals, presentations, and client deliverables</li> <li>Partner with Producers on new business opportunities and client meetings</li> </ul> <hr> <h3><strong>Team Leadership &amp; Execution</strong></h3> <ul> <li>Provide day-to-day leadership for Client Managers and support staff</li> <li>Delegate and monitor service work for accuracy and timeliness</li> <li>Coach and mentor team members to ensure development and performance</li> <li>Ensure consistent execution of service plans and client deliverables</li> </ul> <hr> <h3><strong>Client Service &amp; Operations</strong></h3> <ul> <li>Oversee client communications and open enrollment strategies</li> <li>Ensure accurate documentation in CRM and internal systems</li> <li>Maintain quality, timeliness, and completeness across all interactions</li> <li>Manage workflows to meet service and performance goals</li> </ul> <hr> <h3><strong>Professional Development</strong></h3> <ul> <li>Stay current on: <ul> <li>Industry trends</li> <li>Legislation and compliance</li> <li>Products and carrier updates</li> </ul> </li> <li>Represent EPIC with professionalism, credibility, and sound judgment</li> </ul> <hr> <h2><strong>Supervisory Responsibilities</strong></h2> <ul> <li>Lead and develop assigned client service team members</li> <li>Provide coaching, mentoring, and performance oversight</li> <li>Ensure alignment, accountability, and execution across the team</li> </ul> <hr> <h2><strong>Key Competencies</strong></h2> <ul> <li>Deep knowledge of employee benefits products and funding strategies</li> <li>Strong financial and analytical skills (underwriting, cost modeling, data analysis)</li> <li>Leadership ability with experience coaching and mentoring teams</li> <li>Working knowledge of compliance (HIPAA, ERISA, COBRA, ACA)</li> <li>Strong problem-solving and decision-making skills</li> <li>Excellent communication and relationship-building abilities</li> <li>Highly organized with strong attention to detail</li> <li>Ability to manage multiple priorities in a fast-paced environment</li> <li>Advanced proficiency with Microsoft Office</li> </ul> <hr> <h2><strong>Qualifications</strong></h2> <ul> <li>Bachelor’s degree preferred (or equivalent experience)</li> <li>7+ years of employee benefits experience in a client-facing role</li> <li>Prior leadership or team oversight experience strongly preferred</li> <li>Strong ability to: <ul> <li>Interpret benefits plans and policies</li> <li>Analyze financial data</li> <li>Present recommendations to clients</li> </ul> </li> <li>High degree of professionalism, discretion, and business judgment</li> </ul> <hr> <h2><strong>Licenses &amp; Certifications</strong></h2> <ul> <li>Active Texas Life &amp; Health insurance license (required)</li> <li>Valid driver’s license</li> <li>Advanced designations preferred (CEBS, GBA, PHR, etc.)</li> </ul> <hr><hr> <h2><strong>Why EPIC?</strong></h2> <p>At EPIC, we invest in our people and their success. Benefits include:</p> <h3><strong>Time Off &amp; Leave</strong></h3> <ul> <li>Generous PTO (managed PTO or 22 days for hourly employees)</li> <li>12 paid holidays + 4 early-close days</li> <li>Paid parental leave and family support programs</li> </ul> <hr> <h3><strong>Financial &amp; Core Benefits</strong></h3> <ul> <li>401(k) with company match and immediate vesting</li> <li>Medical, dental, and vision coverage</li> <li>Employee assistance programs</li> </ul> <hr> <h3><strong>Professional Growth</strong></h3> <ul> <li>Mentorship programs</li> <li>Tuition reimbursement</li> <li>Leadership development opportunities</li> </ul> <hr> <h3><strong>Additional Benefits</strong></h3> <ul> <li>Pet insurance</li> <li>Identity &amp; fraud protection</li> <li>Legal and family planning support</li> </ul> <hr> <h3><strong>Culture &amp; Community</strong></h3> <ul> <li>Collaborative producer-service model</li> <li>Employee Resource Groups</li> <li>Charitable initiatives through EPIC Gives Back</li> <li>Recognized as a <strong>Top 10 P&amp;C Agency (Insurance Journal)</strong></li> </ul> <hr> <h2><strong>Diversity &amp; Inclusion</strong></h2> <p>EPIC embraces diversity in all its forms and is committed to fostering an inclusive culture where all employees feel valued, respected, and empowered.</p> <hr> <h2><strong>Additional Information</strong></h2> <ul> <li>Responsibilities may evolve based on business needs</li> <li>Some travel may be required</li> </ul> <p>California Applicants: <a href="https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf">https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf</a></p> <p>&nbsp;</p> <p></p> <p>#LI-MS2</p> <p>#LI-Hybrid</p> <p>#LI-Employee Benefits</p> <p></p> </div>