Benefit Consultant

Epic-Insurance-Brokers-; New York (NY); Hybrid; USD 110,000 - 135,000; Full time

Benefits offered by this job

PTO & holidays

401(k) matching

Health, dental, vision insurance

Job summary

EPIC Insurance Brokers & Consultants is seeking a Benefit Consultant to deliver client satisfaction, design benefit strategies, and manage vendor relationships for large self-funded programs. You will analyze claims, coordinate RFPs, and ensure timely execution with actuarial and internal teams.

In this hybrid role, you will collaborate with clients and internal specialists to define goals, prepare comprehensive reporting, and stay informed on regulatory updates.

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).
• Experience managing large, self-funded clients in consulting or brokerage.
• Bachelor’s degree or equivalent experience.

Responsibilities

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

Skills

Communication

Analytical skills

Problem-solving

Project management

Data analysis

Microsoft Office

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

125 S Wacker Dr, Suite 3150, Chicago, IL 60606; 5151 San Felipe, Suite 1800, Houston, TX 77056; 5909 Peachtree Dunwoody Rd Bldg D Ste 800, Atlanta, GA 30328

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

• 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
• 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”

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.

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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in EPIC Brokers’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.