Client Executive/Team Lead

Job description

About EPIC EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry—driven by passionate, high-performing professionals who deliver excellence every day. Founded in 2007 and headquartered in San Francisco, EPIC has grown to over 3,000 employees nationwide across 60+ offices. Our combination of local expertise and national scale allows us to support both regional and global clients. Our continued success is powered by our people—and we’re just getting started. Our core values: If this resonates with you, we’d love to connect. - Owner Mindset - Inspire Trust - Think Big - Drive Results Position Summary: The Client Executive / Team Lead is responsible for managing a book of business, leading strategic benefits planning, and driving client retention, growth, and service excellence. This role serves as a primary advisor to clients , providing strategic guidance on: In addition to managing client relationships, this role provides day-to-day leadership and oversight of client service team members to ensure high-quality execution, accountability, and consistency across deliverables. This position partners closely with Producers and internal resourc...