Client Executive, Employee Benefits

EPIC Insurance Brokers & Consultants; United States; On-site; USD 150,000 - 160,000; Full time

Job summary

Join an ambitious and rapidly growing firm as a Client Executive at EPIC Insurance Brokers & Consultants. In this crucial role, you'll work closely with clients to deliver comprehensive employee benefits strategies, ensure compliance, and drive new business development. This opportunity not only offers a competitive salary but also a chance to contribute to a diverse and innovative work culture where your efforts directly impact client success.

Benefits

Generous Paid Time Off

Employee Referral Bonus Program

Comprehensive Medical, Dental, and Vision Insurance

401(k) Matching

Unique Benefits like Pet Insurance

Qualifications

• Client Executive must effectively analyze insurance policies and provide recommendations.
• Requires strong verbal and written communication skills.
• Experience in employee benefits and significant insurance industry knowledge preferred.

Responsibilities

• Serve as primary contact for client inquiries and service needs.
• Conduct market analysis and develop client proposals.
• Oversee client service delivery and maintain compliance.

Skills

Client Communication

Financial Analysis

Sales Strategy

Negotiation

Detail Orientation

Education

College degree preferred

High school diploma with significant Insurance Industry experience

Tools

Microsoft Office Suite

Job description

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

QUALIFICATIONS:
The Client Executive works with the Producer to implement a client’s employee benefits strategy, plan marketing, analysis of renewal designs and alternatives, conduct open enrollment meetings. The Client Executive is responsible for ensuring exceptional service to our clients and meeting sales goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
Include but are not limited to the following.
- Primary expert resource and point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares and provides resources, trends and legal updates to clients on on-going basis. Routine questions are delegated;
- Excellent written and oral skills;
- New business development, identify new client opportunities - develop relationships, prepare & present proposals to win new clients;
- For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage; negotiates on behalf of clients for best alternatives;
- Works with clients, and other team members to assess the client’s plan objectives and develop a comprehensive client service delivery program to meet those objectives;
- Analyzes financial data and model program alternatives, and advise client of alternatives and the recommended strategy;
- Manages the marketing process and negotiates with carriers and vendors on client’s behalf to provide cost effective solutions for the client;
- Manages the employee communication and open enrollment process for the client;
- Provides marketing and new business development support to producer, including preparing presentations and proposals, participating in meetings with prospective clients as part of team;
- Conducts marketing and new business development for employee’s book of business;
- Delegates office administrative work to appropriate staff and oversees tasks;
- Requests referrals from existing client base and responds to the referrals quickly and effectively;
- Maintain a concern for timeliness and completeness when interacting with clients, agency, and company personnel to minimize potentials for error or omission claims.

PERSONAL AND ORGANIZATIONAL DEVELOPMENT:
- Set priorities and manage workflow for self and support team to ensure all goals are met;
- Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, CRM, manuals or other required documentation and records;
- Interact with others effectively using strong, clear communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business, profitability and retention goals of the Company;
- Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance;
- Project a professional image in action and appearance.

SUPERVISORY RESPONSIBILITIES:
- Oversee client service team members and work product;
- Interact and lead Client Manager, Client Coordinator and/or others, as appropriate.

KEY COMPETENCIES:
- Full knowledge of Employee Benefits lines of coverage and services;
- Display strong financial background and understanding of financial underwriting concepts as well as analytical knowledge related to Employee Benefits;
- Broad knowledge of Health and Welfare compliance and regulations, HIPAA, and pending ACA legislation;
- Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Excel, Outlook, Word, PowerPoint and Excel;
- Strong attention to detail and time management abilities;
- Strong ability to multi-task and assign priority;
- Ability to work effectively and efficiently both with and without direct supervision;
- Strong interpersonal communication skills, both written and verbal;
- Anticipate, meet and/or exceed customer needs, wants and expectations;
- Effectively communicate, build rapport and relate well to clients and associates;
- Take initiative in learning and implementing new concepts, technologies and/or methods;
- Utilize logical, systematic and orderly procedures to meet objectives;
- Energetically focus efforts on meeting a goal, mission or objective;
- Able to convey complex ideas clearly, succinctly, and understandably

EDUCATION and/or EXPERIENCE:
- College degree preferred. High school diploma with some college or significant Insurance Industry related experience; or combination of education and experience;
- Ability to read, analyze, compare, and interpret insurance policies, coverages, documents and regulations. Ability to write reports and business correspondence. Ability to effectively establish rapport, present information and respond to questions from managers, clients, customers and the general public orally and in writing. Ability to sell and explain additional coverages and gaps. Skill and ability to meet people and listen;
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages;
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form;
- Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy

CERTIFICATES, LICENSES, REGISTRATIONS:
- WA State Broker License;
- Valid Driver License;
- Advanced professional designations such as CEBS, GBA, PHR and CLU preferred.

COMPENSATION:

The national average salary for this role is $150,000.00 - $160,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• 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
• 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
• 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. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

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