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!

 JOB OVERVIEW

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.

WHAT WE ARE LOOKING FOR

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

WHAT YOU’LL DO

• 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 rel="noopener noreferrer">https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf

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