Client Executive, Large Group

EPIC Brokers•Concord, CA

1d•Hybrid

About The Position

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.

Requirements

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)
Ability to manage multiple priorities in a fast-paced, deadline-driven environment
Life & Health License (required where applicable)

Nice To Haves

Experience with agency management systems and benefits platforms preferred
Bachelor’s degree preferred (or equivalent experience)
Advanced designations such as CEBS, GBA, PHR, or CLU preferred

Responsibilities

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