Client Executive/Team Lead

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

Requirements

• 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
• Analyze 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?
• 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 Be

Benefits

Additional Information

About EPIC EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry-driven by passionate, high-performing professionals who deliver excellence every day. 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. Our continued success is powered by our people-and we're just getting started. Our core values: Owner Mindset Inspire Trust Think Big Drive Results If this resonates with you, we'd love to connect. 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. This role serves as a primary advisor to clients , providing strategic guidance on: Benefits design Renewal strategy Market positioning Financial analysis Compliance In addition to managing client relationships, this role provides day-to-day leadership and oversight of client service team members to ensure high-quality execution, accountability, and consistency across deliverables. This position partners closely with Producers and internal resources to align strategy, support new business, and deliver an exceptional client experience.

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