Client Executive, Large Group

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

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.

The CE will lead the client service team, manage vendor and carrier relationships, and drive client satisfaction, retention, and growth through a combination of strategic consulting, operational execution, and relationship management.

We are seeking a strategic, client-focused professional with deep expertise in employee benefits and a strong ability to manage complex accounts.

The ideal candidate:

• Brings a strong foundation in employee benefits consulting or brokerage environments
• Is confident working with senior-level client stakeholders and providing strategic recommendations
• Demonstrates strong analytical and financial acumen, including underwriting and modeling
• Has proven ability to lead teams and manage multiple client priorities simultaneously
• Is 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

• →Serve as the primary point of contact and subject matter expert for clients, handling complex benefits inquiries, compliance guidance, and strategic advising
• →Partner with clients and producers to develop and implement benefits strategies aligned with business objectives
• →Lead and oversee the client service team, ensuring quality, accuracy, and responsiveness across all deliverables
• →Manage the renewal and marketing process, including analyzing client data, conducting market comparisons, obtaining quotes, and negotiating with carriers and vendors
• →Perform financial analysis and modeling, providing clients with data-driven recommendations and program alternatives
• →Oversee plan design, program management, and employee communications, including open enrollment execution
• →Support business development efforts, including contributing to proposals, presentations, and prospective client meetings
• →Maintain strong relationships with carriers, vendors, and internal stakeholders to deliver cost-effective and compliant solutions
• →Ensure all documentation, workflows, and systems are accurate and up to date
• →Stay current on industry trends, legislation, and regulatory requirements to provide informed guidance

• 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

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

• Generous PTO (managed PTO or 22 days for hourly employees)
• 12 paid holidays + 4 early-close days
• Paid parental leave and family support programs

• Mentorship programs
• Tuition reimbursement
• Leadership development opportunities

• Collaborative producer-service model
• Employee Resource Groups
• Charitable initiatives through EPIC Gives Back
• Recognized as a Top 10 P&C Agency (Insurance Journal)

EPIC embraces diversity in all its forms and is committed to fostering an inclusive culture where all employees feel valued, respected, and empowered.

• 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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