Benefit Consultant

Warmada; Chicago (IL); Hybrid; USD 110,000 - 135,000; Full time

Benefits offered by this job

Generous PTO

Parental leave

Referral bonus

401(k) matching

Medical/Dental/Vision insurance

Wellness programs

Job summary

EPIC Insurance Brokers & Consultants seeks a seasoned Benefit Consultant to manage client satisfaction, service delivery, plan design, and vendor relationships for large, self-funded Health & Welfare programs. You will lead cost-containment initiatives, analyze claims trends, and drive regulatory compliance while collaborating with actuarial and internal teams.

The role requires 5–10 years in insurance/employee benefits, strong communication, and a licensed (or licensure-eligible) professional.

Qualifications

• 5–10 years of experience in insurance, employee benefits, or HR.
• Strong knowledge of Health & Welfare programs (self-funded medical, Rx, dental, vision, disability, life, absence).
• Experience managing large, self-funded clients in consulting or brokerage.
• Full-cycle RFP experience.
• Underwriting experience preferred.
• Insurance license (or ability to obtain).

Responsibilities

• Strategy & Program Management: Develop and execute benefit strategies for large self-funded clients.
• Cost-containment strategies across medical, pharmacy, and disability programs.
• Lead vendor evaluations, RFPs, procurement, implementation, and performance tracking.
• Communication of industry trends, benchmarks, and regulatory updates.

Skills

Communication

Analytical skills

Problem-solving

Project management

Data analysis

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Office

Job 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!

Preferred Locations: Atlanta, GA; Houston, TX; Chicago, IL; or Summit, NJ

Work Arrangement: Hybrid schedule required - 3 days per week in the office.

JOB OVERVIEW

The Benefit Consultant is responsible for client satisfaction, service delivery, plan design, and vendor management while supporting the development of innovative, data-driven strategies to optimize complex Health & Welfare benefit programs.

WHAT YOU’LL DO

Strategy & Program Management

Support development and execution of benefit strategies for large, self-funded clients

Develop cost-containment strategies across medical, pharmacy, and disability programs

Analyze claims/utilization trends and identify improvement opportunities

Lead vendor evaluations, RFPs, procurement, implementation, and performance tracking

Communicate industry trends, benchmarks, and regulatory updates

Client Management

Serve as primary day-to-day client contact and manage vendor relationships

Oversee project management for deliverables, compliance deadlines, and annual planning

Manage RFP processes, renewals, contract negotiations, and vendor implementations

Ensure timely, accurate execution of deliverables with actuarial and internal teams

Support compliance (e.g., 5500 filings, plan documents, regulatory adherence)

Resolve escalated claims and support employee communications and enrollment activities

Client Relationship & Reporting

Partner with clients to define benefit goals and strategies

Deliver financial reporting, analysis, and benchmarking insights

Review and finalize client reporting deliverables

Business Development & Team Collaboration

Assist with new business opportunities and strategy development

Contribute to internal process improvements and team initiatives

WHAT YOU'LL BRING

5-10 years of experience in insurance, employee benefits, or HR

Strong knowledge of Health & Welfare programs (self-funded medical, Rx, dental, vision, disability, life, absence, etc.)

Experience managing large, self-funded clients in consulting or brokerage

Full-cycle RFP experience

Bachelor’s degree or equivalent experience

Must have experience designing and implementing benefit plans

Underwriting experience preferred

Insurance license (or ability to obtain)

Strong communication, analytical, and problem-solving skills

Project management and ability to manage multiple priorities

Experience with data analysis and self-funded plan financials

Knowledge of regulations and compliance requirements

Proficiency in Microsoft Office and large data sets

Ability to work independently, collaboratively, and in a fast-paced environment

High level of professionalism, accountability, and client service focus

Additional Requirements

Ability to maintain confidentiality and interact with executive stakeholders

Willingness to travel and work outside standard hours as needed

COMPENSATION:

The base salary range for this position is $110,000 -$135,000. This range represents the employer’s good-faith estimate of the compensation for this role at the time of posting.

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, 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.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.