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EPIC Insurance Brokers & Consultants · 6 hours ago

Client Executive, Employee Benefits

United States

Full-time

Remote

Mid Level

$125K/yr - $135K/yr

3+ years exp

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco with over 3,000 employees nationwide. The Client Executive role serves as the primary service contact for clients, coordinating open enrollment and ensuring client expectations are met through effective communication and strategic planning.

ConsultingFinancial ServicesInsuranceProperty InsuranceRetail

Hiring Manager

Michael Spell

Responsibilities

Complete and present strategic business plans to clients

Ensure that all service commitments are met

Oversee the production, delivery and accuracy of contracts, benefit summaries

Communicate to employees and/or administrators about their plan benefits

Evaluate bid results and determine recommendations for clients

Review renewal actions and discuss/negotiate with carriers

Resolve client billing, claims and eligibility issues

Coordinate client open enrollment

Responsible for new case installation

Coordinate training sessions for clients with carriers and vendors

Work with the underwriting team on all marketing analysis and client presentations

Document all client activity in corporate database

Other duties as assigned

Qualification

WA LifeHealth LicenseEmployee benefits experienceMicrosoft Office proficiencyInterpersonal relationshipsCommunication skillsAdaptabilityInitiative

Required

WA Life and Health License

3+ years' experience in employee benefits industry

Proficient in Microsoft Office programs

This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position

Preferred

Four-year college degree

Benefits

Generous Paid Time off

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

Quarterly employee recognition program 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, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs

50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment.

EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation

Company

EPIC Insurance Brokers & Consultants

We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.

Founded in 2007

San Francisco, California, USA

1001-5000 employees