Client Executive/Team Lead

About this role

About EPIC

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.

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

• 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

Client Strategy & Relationship Management

• 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

Renewal & Benefits Strategy

• 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

Marketing & Carrier Management

• Direct the marketing process and carrier/vendor negotiations

• Develop proposals, presentations, and client deliverables

• Partner with Producers on new business opportunities and client meetings

Team Leadership & Execution

• 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

Client Service & Operations

• 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

Professional Development

• Stay current on:

• Industry trends

• Legislation and compliance

• Products and carrier updates

• Represent EPIC with professionalism, credibility, and sound judgment

Supervisory Responsibilities

• 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,…