Senior Client Executive

EPIC Brokers•Duluth, GA

7d•Hybrid

About The Position

EPIC Insurance Brokers & Consultants is a rapidly growing firm in the insurance industry, seeking driven individuals who align with their core values of Owner mindset, Inspire trust, Think big, and Drive results. This hybrid role is based in Duluth, GA. The Senior Client Executive will be responsible for ensuring client satisfaction, overseeing service delivery, managing client relationships, developing innovative strategy solutions for complex benefit programs, supporting business development, and mentoring Junior Associates. Key activities include vendor management, leveraging data for strategic planning, identifying cost containment solutions, procurement project management, RFP management, and measuring program outcomes.

Requirements

Bachelor’s degree or equivalent educational training or business experience
5+ years of experience, preferably in the insurance/employee benefits/HR area
In-depth experience and knowledge of the Health & Welfare Industry, including but not limited to self-funded medical plans, carve-out prescription drug programs, self-fund dental, self-funded vision, absence management, and disability programs, life insurance, health improvement programs and tax advantaged accounts
Experience managing large, self-funded group Health & Welfare clients in a consulting or brokerage environment
Experience with full-cycle Request for Proposal process
Experience designing cost-effective benefit's plans for clients
Experience with implementing Health and Welfare benefit plans on behalf of clients or employee populations
Insurance licensing or ability to obtain licensing after employment
Superior oral, written and interpersonal communication skills
Superior problem-solving skills
Able to adapt and work well with ambiguity
Ability to create and execute project plans
Personal sense of accountability
Comfortable with completing and presenting data analysis for Health & Welfare plans
Strong analytic skills with understanding of underwriting and self-funded plan financials
Experience leading multi-disciplinary teams
Strong organizational skills
Ability to concurrently manage multiple client projects and work assignments under aggressive timeframes
Entrepreneurial attitude
Willing to be a part of a team unit and cooperate in the accomplishment of organizational goals and objectives
Detail-oriented and self-directed worker
Creativity and flexibility are required. EPIC is a dynamic environment and requires a candidate that is comfortable facing new challenges.
Microsoft Office Suite experience including large data sets
Able to effectively interface with internal and external customers including executive level contacts
Able to handle confidential information with maximum discretion
Able to understand business principles and apply them accordingly
High-touch client orientation
Open and willing to receive and give constructive critique
Able to train/coach and counsel others and provide peer review
Approach projects in a financially responsible and resourceful manner
Knowledge of federal and state regulations
Flexible to work outside normal working hours
Travel (as needed); overnight stay required

Responsibilities

Client satisfaction, overall service delivery and relationship management
Develop and present innovative and customized strategy solutions that optimize complex client’s benefit programs and services
Support of business development opportunities
Mentoring Junior Associates
Vendor management for Health & Welfare vendors
Leveraging data and analytics to develop short and long-term strategies
Identification of actionable cost containment and quality improvement solutions
Procurement project management, RFP management and implementation of vendors, products and services
Measurement and reporting on program outcomes
Support development and execution benefit program strategic initiatives for large, self-funded, complex clients
Develop and implement cost containment strategies for medical, prescription drug and disability programs
Evaluate services to optimize claim and utilization trends across the employee benefit ecosystem
Conduct opportunity analysis to identify critical strategic initiatives
Organize, develop content, and facilitate meetings with clients
Communicate industry trends, benchmarks, emerging products and innovative vendors to clients
Evaluate new vendors for client consideration
Contribute to the process improvement and development of new internal strategic initiatives by ongoing collaboration with team members
Evaluate emerging local, state, and federal legislative changes to identify and advise clients of potential impact to their organization
Serve as lead relationship manager and primary contact for clients and their respective vendors
Act as project manager for all client initiatives, compliance deadlines, communication and annual benefit program deliverables
Work with the client and actuarial teams to ensure all client deliverables are executed timely and accurately
Develop and manage the annual calendar of key milestones and compliance deadlines
Proactively communicate relevant local, state, and federal regulatory updates along with steps for adherence and potential collaboration with client’s vendors to ensure compliance
Ongoing review and negotiation of vendor contracts and renewals
Ongoing review of plan documents, summary plan descriptions and SBCs (Summary of Benefits and Coverage)
Project management, procurement and implementation for benefit programs including but not limited to preparation, management, analysis, and subsequent presentation of all Request for Proposals for self-funded and fully insured benefit programs
Analyze health and welfare benefit plans through competitive benchmarking and valuation modeling
Manage escalated claim issue resolution
Oversee 5500 filings
Assist in proofing, managing and delivering communication materials for annual enrollment and/or benefit related activities
Maintain key documents and data in corporate files
Perform special projects as assigned
Present financial reports or other analyses, as needed
Determine client report content with Client Team
Participate in new business activities, including assessment strategy development and meetings as requested
Participate in development of strategic ideas and initiatives to leverage in new business activities
Attend industry conferences
Set priorities and manage workflow for self to ensure all goals are met
Interact with others effectively utilizing superior communication skills, impactful collaboration, and providing information and guidance as needed to achieve the business goals of the Company
Maintain a strong working knowledge of the employee group benefits industry, emerging marketplace product/program developments, legislation, and technology
Project a professional image in action and appearance

Benefits

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
401(k) matching
medical insurance
dental insurance
vision insurance
wellness & employee assistance programs