Client Executive

EPIC Insurance Brokers & Consultants

Rancho Cordova, CA, United States
Base: $120,000 – 150,000; bonus/equity: not specif...
On-site
Client relationship management
Employee benefits plan design
Financial analysis and modeling
The Account Executive is responsible for developing and implementing employee benefits strategies, overseeing client service teams, and managing all aspects of client service including plan design, financial analysis, and compliance

Job Summary

  • The Account Executive is responsible for developing and implementing employee benefits strategies, overseeing client service teams, and managing all aspects of client service including plan design, financial analysis, and compliance.
  • This role involves acting as the primary expert resource and point of contact for clients, analyzing data, conducting market comparisons, negotiating with carriers, and managing the employee communication and open enrollment process.
  • EPIC offers a comprehensive benefits package including generous PTO, various leave options, employee referral bonuses, professional development programs, and unique benefits like Pet Insurance and Family Planning support.

Matching Summary

The Account Executive is responsible for developing and implementing employee benefits strategies, overseeing client service teams, and managing all aspects of client service including plan design, financial analysis, and compliance.

Salary

Base: $120,000 – 150,000; Bonus/Equity: Not specified; Benefits: Generous Paid Time off, leave time, referral bonus, recognition programs, mentorship, tuition reimbursement, unique benefits, 401(k) matching, medical, dental, vision, wellness programs

Skills & Requirements

Must-have

  • Client relationship management
  • Employee benefits plan design
  • Financial analysis and modeling
  • Carrier and vendor negotiation
  • Compliance guidance
  • Team leadership and oversight

Nice-to-have

  • Growth-minded employees
  • Owner mindset
  • Inspire trust
  • Think big
  • Drive results
  • Professional image

Key Requirements

  • California Life and Health License required
  • Four or more years' experience
  • College degree preferred
  • High school diploma with some college required
  • Experience managing self-funded accounts preferred
  • Working knowledge of Microsoft Office Suite
  • Valid Driver License

Work Rights

Not specified

Tailored Resume

Cover Letter