Client Executive/Team Lead

Position Summary 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. Key Responsibilities Serve as the primary strategic advisor and senior point of contact for clients Provide guidance on plan design and eligibility, compliance requirements, and 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 knowledge of funding arrangements (Fully insured, Level‑funded, Self‑funded, Emerging solutions) Model plan options and provide financial analysis aligned to client goals Direct 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, coach and mentor team members, 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, 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 Key Competencies 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 Qualifications 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, analyze financial data, and present recommendations to clients High degree of professionalism, discretion, and business judgment Licenses & Certifications Active Texas Life & Health insurance license (required) Valid driver’s license Advanced designations preferred (CEBS, GBA, PHR, etc.) Benefits Time Off & Leave Generous PTO (managed PTO or 22 days for hourly employees) 12 paid holidays + 4 early‑close days Paid parental leave and family support programs Financial & Core Benefits 401(k) with company match and immediate vesting Medical, dental, and vision coverage Employee assistance programs Professional Growth Mentorship programs Tuition reimbursement Leadership development opportunities Additional Benefits Pet insurance Identity & fraud protection Legal and family planning support Culture & Community Collaborative producer‑service model Employee Resource Groups Charitable initiatives through EPIC Gives Back Recognized as a Top 10 P&C Agency (Insurance Journal) Diversity & Inclusion EPIC embraces diversity in all its forms and is committed to fostering an inclusive culture where all employees feel valued, respected, and empowered. Additional Information Responsibilities may evolve based on business needs Some travel may be required #J-18808-Ljbffr EPIC Insurance Brokers & Consultants