Client Executive

Duties and Responsibilities:
• Work closely with Sales and Service to meet and exceed service needs of clients
• Manage Strategic Timeline of clients and clearly communicate among all team members, including sales, service and shared services their role and responsibility in the delivery of the strategy
• Attend client meetings onsite and via phone
• Work with sales and service to develop renewal strategy
• Work closely with sales and service to develop new business opportunities including responding to RFP opportunities
• Assist in identifying needs of clients and utilize shared services, such as Wellness, to provide solutions to meet the needs of clients
• Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards
• Follow the direction of Management and comply with all company policies
• Other duties as assigned and requested by management

Background and Experience:
• High school diploma or GED required; some college preferred
• Valid Indiana Life and Health License, or willingness to obtain
• Previous customer service experience in an insurance or medical environment
• Proficient in Microsoft Office products including, Word, Excel, PowerPoint and Outlook programs
• Familiar with health insurance policies, ERISA laws and industry terminology
• Excellent communication and diplomacy skills to resolve client issues; able to communicate and execute resolutions
• Must be able to interpret guidelines and utilize resources available to analyze and resolve issues and conflicts
• Maintain confidentiality of all customer account information within HIPAA guidelines
• Goal oriented, highly self-motivated and resourceful to achieve results
• Ability to work independently, as well as in a team environment
• Excellent written and verbal communication skills
• Local travel may be required

WHY JOIN EPIC? 

• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

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.