Client Executive/Team Lead

EPIC Brokers•Houston, TX

22h•Onsite

About The Position

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, and 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.

Requirements

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
Strong ability to analyze financial data
Strong ability to present recommendations to clients
High degree of professionalism, discretion, and business judgment
Active Texas Life & Health insurance license (required)
Valid driver’s license

Nice To Haves

Advanced designations preferred (CEBS, GBA, PHR, etc.)

Responsibilities

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.
Lead strategy for new and renewal business: Analyze client data, Evaluate market options, Develop recommendations, Negotiate competitive coverage and pricing.
Maintain strong knowledge of funding arrangements: Fully insured, Level-funded, Self-funded, Emerging solutions.
Model plan options and provide financial analysis aligned to client goals.
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.