Client Executive/Team Lead

EPIC Brokers•Austin, TX

7h•Hybrid

About The Position

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry—driven by passionate, high-performing professionals who deliver excellence every day. Founded in 2007 and headquartered in San Francisco, EPIC has grown to over 3,000 employees nationwide across 60+ offices. Our combination of local expertise and national scale allows us to support both regional and global clients. Our continued success is powered by our people—and we’re just getting started. Our core values: Owner Mindset, Inspire Trust, Think Big, Drive Results. If this resonates with you, we’d love to connect. 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
Deep knowledge of employee benefits products and funding strategies
Strong financial and analytical skills (underwriting, cost modeling, data analysis)
Leadership ability with experience coaching and mentoring teams
Working knowledge of compliance (HIPAA, ERISA, COBRA, ACA)
Strong problem-solving and decision-making skills
Excellent communication and relationship-building abilities
Highly organized with strong attention to detail
Ability to manage multiple priorities in a fast-paced environment
Advanced proficiency with Microsoft Office

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