Strategic Benefits Client Executive

EPIC Insurance Brokers & Consultants; Sacramento (CA); On-site; USD 160,000 - 190,000; Full time

Benefits offered by this job

Generous PTO

Paid parental leave

Tuition reimbursement

$1,500 employee referral bonus

401(k) with company match

Medical, dental, vision

Job summary

EPIC Insurance Brokers & Consultants is seeking a Client Executive in Sacramento, CA to manage comprehensive employee benefits strategies. The role involves advising clients, overseeing service delivery, and leading service teams to ensure high-quality outcomes.

This position demands strong financial analysis and project management skills, a proactive approach to client relations, and a commitment to ongoing professional development. The ideal candidate will have a bachelor's degree and active insurance license.

Qualifications

• 4+ years of experience in employee benefits, preferably in a brokerage or consulting firm.
• Ability to analyze data and interpret benefits plans.
• Strong interpersonal skills and confidentiality.

Responsibilities

• Serve as primary contact for clients and provide strategic guidance.
• Analyze client data and develop financial strategies.
• Oversee ongoing client service delivery and employee communications.

Skills

Client relationship management

Financial analysis

Project management

Communication skills

Compliance knowledge

Education

Bachelor’s degree preferred

Active Life & Health insurance license

Tools

Microsoft Office (Excel, PowerPoint, Word, Outlook)

Agency management systems

Job description

EPIC Insurance Brokers & Consultants is seeking a Client Executive in Sacramento, CA to manage comprehensive employee benefits strategies. The role involves advising clients, overseeing service delivery, and leading service teams to ensure high-quality outcomes.

This position demands strong financial analysis and project management skills, a proactive approach to client relations, and a commitment to ongoing professional development. The ideal candidate will have a bachelor's degree and active insurance license.