Client Executive, Employee Benefits

EPIC Brokers•Rancho Cordova, CA

9h•$160,000 - $190,000•Hybrid

About The Position

The Client Executive (CE) partners with clients and Producers to develop and execute comprehensive employee benefits strategies. This role is responsible for managing a book of business, leading implementation efforts, and overseeing all aspects of ongoing client service. The CE serves as a strategic advisor to clients while leading the service team to ensure high-quality delivery across plan design, financial analysis, compliance guidance, and program management. This role also plays a key part in driving client retention, identifying growth opportunities, and strengthening long-term relationships.

Requirements

Deep knowledge of employee benefits products and services
Strong financial and analytical skills, including underwriting and modeling
Working knowledge of compliance: HIPAA, ERISA, ACA, COBRA
Strong project management and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Excellent written and verbal communication skills
Advanced proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
Experience with agency management systems
Bachelor’s degree preferred (or equivalent experience)
4+ years of experience in employee benefits: Account Manager or Account Executive within a brokerage or consulting firm, or comparable experience with a medical carrier
Demonstrated ability to analyze data and financial information
Demonstrated ability to interpret benefits plans and policies
Demonstrated ability to present recommendations to clients
Strong interpersonal skills with ability to handle sensitive and confidential information
Ability to thrive in a fast-paced, team-oriented environment
Active Life & Health insurance license required
Valid driver’s license

Nice To Haves

Advanced designations preferred (CEBS, GBA, PHR, CLU)

Responsibilities

Serve as the primary point of contact and subject matter expert for clients
Provide guidance on plan design and eligibility, coverage and contractual issues, and compliance and government reporting requirements
Deliver ongoing insights related to market trends, legislative updates, and benefits strategy
Build strong client relationships and identify opportunities for growth and retention
Analyze client data including census, claims experience, and plan performance
Conduct market comparisons and evaluate renewal options
Develop and present strategic recommendations to client stakeholders
Negotiate premium rates, plan terms, and commissions on behalf of clients
Model plan alternatives and provide financial analysis aligned with client goals
Lead the marketing process and carrier/vendor negotiations
Obtain and evaluate carrier proposals and quotes
Develop proposals, presentations, and deliverables for clients
Partner with Producers on new business opportunities and client meetings
Oversee ongoing client service delivery and support
Manage employee communication strategies and open enrollment processes
Ensure accurate and timely documentation in agency management systems
Delegate and monitor administrative work for accuracy and completion
Lead and support Client Managers, Account Managers, and administrative staff
Delegate work effectively and ensure quality across deliverables
Set priorities and manage workflows for both self and support team
Provide mentorship, guidance, and performance oversight
Support Producers in new business development efforts
Participate in client meetings, presentations, and proposal development
Identify and pursue opportunities within existing book of business