Client Executive/Team Lead

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.

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

If this resonates with you, we’d love to connect.

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.

• 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

• Direct the marketing process and carrier/vendor negotiations
• Develop proposals, presentations, and client deliverables
• Partner with Producers on new business opportunities and client meetings

• 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

• 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

• Stay current on:
  • Industry trends
  • Legislation and compliance
  • Products and carrier updates
• Represent EPIC with professionalism, credibility, and sound judgment

• →Lead and develop assigned client service team members
• →Provide coaching, mentoring, and performance oversight
• →Ensure alignment, accountability, and execution across the team

• 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

• 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

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

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