Client Executive, Employee Benefits

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry—driven by passionate, capable professionals who bring excellence every day. We look for individuals with “the right stuff”: motivated, accountable people who know what they want and make it happen.

Founded in 2007 and headquartered in San Francisco, EPIC has grown to over 3,000 employees nationwide across 60+ offices. Our local market expertise and national scale allow us to support clients with both regional and global needs. Our continued growth is powered by our people—and we’re just getting started.

Our core values:

• Owner Mindset
• Inspire Trust
• Think Big
• Drive Results

If that resonates with you, we’d love to meet you.

The Client Executive (CE) partners with clients and Producers to develop and execute comprehensive employee benefits strategies. This role is responsible for managing a book of business, leading implementation efforts, and overseeing all aspects of ongoing client service.

The CE serves as a strategic advisor to clients while leading the service team to ensure high-quality delivery across plan design, financial analysis, compliance guidance, and program management. This role also plays a key part in driving client retention, identifying growth opportunities, and strengthening long-term relationships.

• Serve as the primary point of contact and subject matter expert for clients
• Provide guidance on:
  • Plan design and eligibility
  • Coverage and contractual issues
  • Compliance and government reporting requirements
• Deliver ongoing insights related to:
  • Market trends
  • Legislative updates
  • Benefits strategy
• Build strong client relationships and identify opportunities for growth and retention

• Analyze client data including census, claims experience, and plan performance
• Conduct market comparisons and evaluate renewal options
• Develop and present strategic recommendations to client stakeholders
• Negotiate premium rates, plan terms, and commissions on behalf of clients
• Model plan alternatives and provide financial analysis aligned with client goals

• Lead the marketing process and carrier/vendor negotiations
• Obtain and evaluate carrier proposals and quotes
• Develop proposals, presentations, and deliverables for clients
• Partner with Producers on new business opportunities and client meetings

• Oversee ongoing client service delivery and support
• Manage employee communication strategies and open enrollment processes
• Ensure accurate and timely documentation in agency management systems
• Delegate and monitor administrative work for accuracy and completion

• Lead and support Client Managers, Account Managers, and administrative staff
• Delegate work effectively and ensure quality across deliverables
• Set priorities and manage workflows for both self and support team
• Provide mentorship, guidance, and performance oversight

• Support Producers in new business development efforts
• Participate in client meetings, presentations, and proposal development
• Identify and pursue opportunities within existing book of business

• Deep knowledge of employee benefits products and services
• Strong financial and analytical skills, including underwriting and modeling
• Working knowledge of compliance:
  • HIPAA, ERISA, ACA, COBRA
• Strong project management and organizational skills
• Ability to manage multiple priorities in a fast-paced environment
• Excellent written and verbal communication skills
• Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
• Experience with agency management systems

• Bachelor’s degree preferred (or equivalent experience)
• 4+ years of experience in employee benefits:
  • Account Manager or Account Executive within a brokerage or consulting firm
  • Or comparable experience with a medical carrier
• Demonstrated ability to:
  • Analyze data and financial information
  • Interpret benefits plans and policies
  • Present recommendations to clients
• Strong interpersonal skills with ability to handle sensitive and confidential information
• Ability to thrive in a fast-paced, team-oriented environment

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

At EPIC, we invest in our people and their success. Benefits include:

• Generous PTO:
• Managed PTO (salaried) or 22 days (hourly)
• 12 paid holidays + 4 early-close days
• Leave Benefits:
• Paid parental leave
• Pregnancy disability & bonding leave
• Organ donor leave
• $1,500 employee referral bonus
• Professional Development:
• Mentorship program
• Tuition reimbursement
• Leadership development
• Unique Benefits:
• Pet insurance
• Identity & fraud protection
• Legal planning
• Family planning & midlife support
• Core Benefits:
• 401(k) with company match and immediate vesting (you keep 100% of employer contributions from day one)
• Medical, dental, vision
• Employee assistance programs
• Culture & Community:
• Collaborative 50/50 producer-service model
• Employee Resource Groups
• Charitable initiatives through EPIC Gives Back
• Top 10 P&C Agency (Insurance Journal)

Learn more: 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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