Consultant - National Employer Consulting, Employee Benefits
Apply NowCompany: EPIC Brokers
Location: Duluth, GA 30096
Description:
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
LOCATION: Duluth, GA
WHAT YOU'LL DO:
The Consultant will be responsible for:
Client satisfaction, service delivery and vendor management,
Support team to develop and present innovative and customized strategy solutions that optimize complex client's benefit programs and services
This includes vendor management for Health & Welfare vendors, leveraging data and analytics to develop short and long-term strategies, identification of actionable cost containment and quality improvement solutions, procurement project management, RFP management and implementation of vendors, products and services, and measurement and reporting on program outcomes.
Strategy Development Functions
Support development and execution benefit program strategic initiatives for large, self-funded, complex clients
Develop and implement cost containment strategies for medical, prescription drug and disability programs
Evaluate services to optimize claim and utilization trends in the following areas: medical, pharmacy, absence, and disability management
Conduct opportunity analysis to identify critical strategic initiatives
Organize, develop content, and facilitate meetings with clients
Communicate industry trends, benchmarks, emerging products and innovative vendors to clients
Evaluate new vendors for client consideration
Contribute to the process improvement and development of new internal strategic initiatives by ongoing collaboration with team members
Evaluate emerging local, state, and federal legislative changes to identify and advise clients of potential impact to their organization
Client Management Functions
Serve as primary contact day-to-day contact for clients and their respective vendors
Act as project manager for all client initiatives, compliance deadlines, communication and annual benefit program deliverables
Work with the client and actuarial teams to ensure all client deliverables are executed timely and accurately
Develop and manage the annual calendar of key milestones and compliance deadlines
Proactively communicate relevant local, state, and federal regulatory updates along with steps for adherence and potential collaboration with client's vendors to ensure compliance
Ongoing review and negotiation of vendor contracts and renewals
Ongoing review of plan documents, summary plan descriptions and SBCs (Summary of Benefits and Coverage)
Project management, procurement and implementation for benefit programs including but not limited to preparation, management, analysis, and subsequent presentation of all Request for Proposals for self-funded and fully insured benefit programs
Analyze health and welfare benefit plans through competitive benchmarking and valuation modeling
Manage escalated claim issue resolution
Manage or coordinate 5500 filings
Assist in proofing, managing and delivering communication materials for annual enrollment and/or benefit related activities
Maintain key documents and data in corporate files
Perform special projects as assigned
Client Relationship Management
Work with EPIC consulting team and client to define goals and objectives as related to employee benefits, normally related to design and budget of self-funded health plans
Present financial reports or other analyses, as needed
Determine client report content with Client Team and perform final review
New Business Development
Participate in new business activities, including assessment strategy development and meetings as requested
Personal and Organizational Development
Set priorities and manage workflow for self to ensure all goals are met
Interact with others effectively utilizing superior communication skills, impactful collaboration, and providing information and guidance as needed to achieve the business goals of the Company
Maintain a strong working knowledge of the employee group benefits industry, emerging marketplace product/program developments, legislation, and technology
Project a professional image in action and appearance
WHAT YOU'LL BRING:
Bachelor's degree or equivalent educational training or business experience
5-10 years of experience, preferably in the insurance/employee benefits/HR area
In-depth experience and knowledge of the Health & Welfare Industry, including but not limited to self-funded medical plans, carve-out prescription drug programs, self-fund dental, self-funded vision, absence management, and disability programs, life insurance, health improvement programs and tax advantaged accounts
Experience managing large, self-funded group Health & Welfare clients in a consulting or brokerage environment
Experience with full-cycle Request for Proposal process
Experience designing cost-effective benefit's plans for clients
Experience with implementing Health and Welfare benefit plans on behalf of clients or employee populations
Underwriting experience is preferred, but not required
Insurance licensing or ability to obtain licensing after employment
KSAs (Knowledge, Skills, Abilities)
Superior oral, written and interpersonal communication skills
Superior problem-solving skills
Able to adapt and work well with ambiguity
Ability to create and execute project plans
Personal sense of accountability
Comfortable with completing and presenting data analysis for Health & Welfare plans
Strong analytic skills with understanding of underwriting and self-funded plan financials
Experience leading multi-disciplinary teams
Strong organizational skills
Ability to concurrently manage multiple client projects and work assignments under aggressive timeframes
Entrepreneurial attitude
Willing to be a part of a team unit and cooperate in the accomplishment of organizational goals and objectives
Detail oriented and self-directed worker efficient in remote work environment
Creativity and flexibility are required. EPIC is a dynamic environment and requires a candidate that is comfortable facing new challenges.
Microsoft Office Suite experience including large data sets
Able to effectively interface with internal and external customers including executive level contacts
Able to handle confidential information with maximum discretion
Able to understand business principles and apply them accordingly
High-touch client orientation
Open and willing to receive and give constructive critique
Able to train/coach and counsel others and provide peer review
Approach projects in a financially responsible and resourceful manner
Knowledge of federal and state regulations
Special Requirements
Flexible to work outside normal working hours
Travel (as needed); overnight stay required
COMPENSATION:
The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
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.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
#LI-SG1
#LI-Hybrid
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
LOCATION: Duluth, GA
WHAT YOU'LL DO:
The Consultant will be responsible for:
Client satisfaction, service delivery and vendor management,
Support team to develop and present innovative and customized strategy solutions that optimize complex client's benefit programs and services
This includes vendor management for Health & Welfare vendors, leveraging data and analytics to develop short and long-term strategies, identification of actionable cost containment and quality improvement solutions, procurement project management, RFP management and implementation of vendors, products and services, and measurement and reporting on program outcomes.
Strategy Development Functions
Support development and execution benefit program strategic initiatives for large, self-funded, complex clients
Develop and implement cost containment strategies for medical, prescription drug and disability programs
Evaluate services to optimize claim and utilization trends in the following areas: medical, pharmacy, absence, and disability management
Conduct opportunity analysis to identify critical strategic initiatives
Organize, develop content, and facilitate meetings with clients
Communicate industry trends, benchmarks, emerging products and innovative vendors to clients
Evaluate new vendors for client consideration
Contribute to the process improvement and development of new internal strategic initiatives by ongoing collaboration with team members
Evaluate emerging local, state, and federal legislative changes to identify and advise clients of potential impact to their organization
Client Management Functions
Serve as primary contact day-to-day contact for clients and their respective vendors
Act as project manager for all client initiatives, compliance deadlines, communication and annual benefit program deliverables
Work with the client and actuarial teams to ensure all client deliverables are executed timely and accurately
Develop and manage the annual calendar of key milestones and compliance deadlines
Proactively communicate relevant local, state, and federal regulatory updates along with steps for adherence and potential collaboration with client's vendors to ensure compliance
Ongoing review and negotiation of vendor contracts and renewals
Ongoing review of plan documents, summary plan descriptions and SBCs (Summary of Benefits and Coverage)
Project management, procurement and implementation for benefit programs including but not limited to preparation, management, analysis, and subsequent presentation of all Request for Proposals for self-funded and fully insured benefit programs
Analyze health and welfare benefit plans through competitive benchmarking and valuation modeling
Manage escalated claim issue resolution
Manage or coordinate 5500 filings
Assist in proofing, managing and delivering communication materials for annual enrollment and/or benefit related activities
Maintain key documents and data in corporate files
Perform special projects as assigned
Client Relationship Management
Work with EPIC consulting team and client to define goals and objectives as related to employee benefits, normally related to design and budget of self-funded health plans
Present financial reports or other analyses, as needed
Determine client report content with Client Team and perform final review
New Business Development
Participate in new business activities, including assessment strategy development and meetings as requested
Personal and Organizational Development
Set priorities and manage workflow for self to ensure all goals are met
Interact with others effectively utilizing superior communication skills, impactful collaboration, and providing information and guidance as needed to achieve the business goals of the Company
Maintain a strong working knowledge of the employee group benefits industry, emerging marketplace product/program developments, legislation, and technology
Project a professional image in action and appearance
WHAT YOU'LL BRING:
Bachelor's degree or equivalent educational training or business experience
5-10 years of experience, preferably in the insurance/employee benefits/HR area
In-depth experience and knowledge of the Health & Welfare Industry, including but not limited to self-funded medical plans, carve-out prescription drug programs, self-fund dental, self-funded vision, absence management, and disability programs, life insurance, health improvement programs and tax advantaged accounts
Experience managing large, self-funded group Health & Welfare clients in a consulting or brokerage environment
Experience with full-cycle Request for Proposal process
Experience designing cost-effective benefit's plans for clients
Experience with implementing Health and Welfare benefit plans on behalf of clients or employee populations
Underwriting experience is preferred, but not required
Insurance licensing or ability to obtain licensing after employment
KSAs (Knowledge, Skills, Abilities)
Superior oral, written and interpersonal communication skills
Superior problem-solving skills
Able to adapt and work well with ambiguity
Ability to create and execute project plans
Personal sense of accountability
Comfortable with completing and presenting data analysis for Health & Welfare plans
Strong analytic skills with understanding of underwriting and self-funded plan financials
Experience leading multi-disciplinary teams
Strong organizational skills
Ability to concurrently manage multiple client projects and work assignments under aggressive timeframes
Entrepreneurial attitude
Willing to be a part of a team unit and cooperate in the accomplishment of organizational goals and objectives
Detail oriented and self-directed worker efficient in remote work environment
Creativity and flexibility are required. EPIC is a dynamic environment and requires a candidate that is comfortable facing new challenges.
Microsoft Office Suite experience including large data sets
Able to effectively interface with internal and external customers including executive level contacts
Able to handle confidential information with maximum discretion
Able to understand business principles and apply them accordingly
High-touch client orientation
Open and willing to receive and give constructive critique
Able to train/coach and counsel others and provide peer review
Approach projects in a financially responsible and resourceful manner
Knowledge of federal and state regulations
Special Requirements
Flexible to work outside normal working hours
Travel (as needed); overnight stay required
COMPENSATION:
The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:
- 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
- Employee recognition programs 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"
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.
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.
California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.
#LI-SG1
#LI-Hybrid