Client Executive, Employee Benefits

Role Overview

• 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.

Requirements

• 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.

Benefits

• 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
• 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. 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”