Benefit Consultant

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

Benefits offered by this job

Generous PTO

Paid parental leave

401(k) matching

Medical insurance

Employee referral bonus

Job summary

EPIC Insurance Brokers & Consultants is seeking a Benefit Consultant to drive client satisfaction and design innovative, data-driven health and welfare strategies. You will support large, self-funded programs and oversee vendor management, RFPs, and compliance across projects.

The role requires strong communication, analytical, and project management skills, with experience in self-funded benefit programs and the ability to travel as needed. Hybrid work arrangement with three days in the office.

Qualifications

• Clear communication with clients and internal teams.
• Strong analytical skills to assess claims/utilization trends.
• Experience with self-funded health benefit programs preferred.
• Bachelor’s degree or equivalent in business, finance, or related field.

Responsibilities

• Develop and execute benefit strategies for large clients.
• Lead cost-containment efforts across medical, Rx, dental, and disability programs.
• Analyze claims/utilization trends and identify improvement opportunities.
• Manage vendor evaluations, RFPs, procurement, and performance tracking.
• Communicate industry trends, benchmarks, and regulatory updates.

Skills

Communication

Analytical

Problem-solving

Project management

Client service

Attention to detail

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Data analysis

Job description

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"

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.