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 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

WHAT YOU'LL BRING

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

COMPENSATION:

The national average salary for this role is $150,000 - $160 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

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 Benefits

Pet insurance
Identity & fraud protection
Legal and family planning support

Culture & Community

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

Diversity & Inclusion

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

Additional Information

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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Client Executive, Large Group