Senior Client Executive - Benefits Strategy & Relationships

Epic-Insurance-Brokers-; Duluth (GA); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Generous PTO

401(k) matching

Medical Insurance

Job summary

EPIC Insurance Brokers & Consultants is seeking a Senior Client Executive in Duluth, GA. You will lead client relationships, manage vendor partnerships, and drive strategic benefit programs for large self-funded clients.

The role emphasizes data-driven decision making, cost containment, and collaboration with actuarial teams to ensure successful program outcomes. You will oversee compliance, RFP processes, and multi-project leadership while contributing to new business opportunities in a

Qualifications

• Bachelor’s degree or equivalent educational training or business experience
• 5+ years of experience in insurance/employee benefits/HR
• Experience with Health & Welfare industry and self-funded programs
• Experience managing large self-funded clients in a consulting/brokerage
• Experience with full-cycle RFP processes
• Ability to implement Health & Welfare plans for clients or populations
• Licensing in Insurance or ability to obtain licensing after employment
• Strong written and verbal communication skills

Responsibilities

• Lead relationship manager for clients and vendors
• Project manage all client initiatives and deadlines
• Coordinate with actuarial teams to ensure timely deliverables
• Develop annual calendar of milestones and compliance deadlines
• Communicate regulatory updates and collaborate with vendors
• Review vendor contracts and plan documents
• Present financial reports and analyses as needed
• Support business development and industry conferences

Skills

Client management

Project management

Data analysis

Vendor management

Communication

Education

Bachelor’s degree

Tools

RFP management

Job description

EPIC Insurance Brokers & Consultants is seeking a Senior Client Executive in Duluth, GA. You will lead client relationships, manage vendor partnerships, and drive strategic benefit programs for large self-funded clients.

The role emphasizes data-driven decision making, cost containment, and collaboration with actuarial teams to ensure successful program outcomes. You will oversee compliance, RFP processes, and multi-project leadership while contributing to new business opportunities in a