Consultant - National Employer Consulting, Employee Benefits

EPIC Brokers; Atlanta (GA); On-site; USD 60,000 - 100,000; Full time

Job summary

Join a rapidly growing firm in the insurance industry as a Consultant, where you will play a vital role in enhancing client benefit programs. This position involves managing client relationships, developing innovative strategies, and leveraging data analytics to optimize health and welfare solutions. An established industry player offers a collaborative environment that values commitment and growth, making it an exciting opportunity for professionals eager to make a significant impact in employee benefits management. If you're ready to bring your expertise to a dynamic team, this role is tailored for you.

Benefits

Generous Paid Time Off

Paid Parental Leave

Employee Referral Bonus

Pet Insurance

401(k) Matching

Wellness Programs

Employee Recognition Programs

Diversity and Inclusion Initiatives

Qualifications

• Bachelor's degree or equivalent experience required.
• 5-10 years in insurance/employee benefits/HR preferred.

Responsibilities

• Manage client satisfaction and service delivery.
• Develop and implement cost containment strategies.

Skills

Communication Skills

Problem-Solving Skills

Analytic Skills

Project Management

Client Relationship Management

Flexibility

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Consultant - National Employer Consulting, Employee Benefits

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: Atlanta, GA

WHAT YOU’LL DO:

The Consultant will be responsible for:

1. Client satisfaction, service delivery and vendor management.
2. 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

1. Support development and execution of benefit program strategic initiatives for large, self-funded, complex clients.
2. Develop and implement cost containment strategies for medical, prescription drug and disability programs.
3. Evaluate services to optimize claim and utilization trends in the following areas: medical, pharmacy, absence, and disability management.
4. Conduct opportunity analysis to identify critical strategic initiatives.
5. Organize, develop content, and facilitate meetings with clients.
6. Communicate industry trends, benchmarks, emerging products and innovative vendors to clients.
7. Evaluate new vendors for client consideration.
8. Contribute to the process improvement and development of new internal strategic initiatives by ongoing collaboration with team members.
9. Evaluate emerging local, state, and federal legislative changes to identify and advise clients of potential impact to their organization.

Client Management Functions

1. Serve as primary contact for day-to-day client and vendor interactions.
2. Act as project manager for all client initiatives, compliance deadlines, communication and annual benefit program deliverables.
3. Work with the client and actuarial teams to ensure all client deliverables are executed timely and accurately.
4. Develop and manage the annual calendar of key milestones and compliance deadlines.
5. Proactively communicate relevant local, state, and federal regulatory updates along with steps for adherence and potential collaboration with client’s vendors to ensure compliance.
6. Ongoing review and negotiation of vendor contracts and renewals.
7. Ongoing review of plan documents, summary plan descriptions and SBCs (Summary of Benefits and Coverage).
8. Project management, procurement and implementation for benefit programs including preparation, management, analysis, and presentation of all Request for Proposals for self-funded and fully insured benefit programs.
9. Analyze health and welfare benefit plans through competitive benchmarking and valuation modeling.
10. Manage escalated claim issue resolution.
11. Manage or coordinate 5500 filings.
12. Assist in proofing, managing and delivering communication materials for annual enrollment and/or benefit-related activities.
13. Maintain key documents and data in corporate files.
14. Perform special projects as assigned.

Client Relationship Management

1. Work with EPIC consulting team and client to define goals and objectives related to employee benefits.
2. Present financial reports or other analyses as needed.
3. Determine client report content with Client Team and perform final review.

New Business Development

1. Participate in new business activities, including assessment strategy development and meetings as requested.

Personal and Organizational Development

1. Set priorities and manage workflow to ensure all goals are met.
2. Interact with others effectively utilizing superior communication skills, impactful collaboration, and providing information and guidance as needed.
3. Maintain a strong working knowledge of the employee group benefits industry, emerging marketplace product/program developments, legislation, and technology.
4. Project a professional image in action and appearance.

WHAT YOU’LL BRING:

1. Bachelor’s degree or equivalent educational training or business experience.
2. 5-10 years of experience, preferably in the insurance/employee benefits/HR area.
3. In-depth experience and knowledge of the Health & Welfare Industry.
4. Experience managing large, self-funded group Health & Welfare clients in a consulting or brokerage environment.
5. Experience with full-cycle Request for Proposal process.
6. Experience designing cost-effective benefit plans for clients.
7. Experience with implementing Health and Welfare benefit plans on behalf of clients or employee populations.
8. Underwriting experience is preferred, but not required.
9. Insurance licensing or ability to obtain licensing after employment.

KSAs (Knowledge, Skills, Abilities):

1. Superior oral, written and interpersonal communication skills.
2. Superior problem-solving skills.
3. Able to adapt and work well with ambiguity.
4. Ability to create and execute project plans.
5. Personal sense of accountability.
6. Comfortable with completing and presenting data analysis for Health & Welfare plans.
7. Strong analytic skills with understanding of underwriting and self-funded plan financials.
8. Experience leading multi-disciplinary teams.
9. Strong organizational skills.
10. Able to concurrently manage multiple client projects and work assignments under aggressive timeframes.
11. Entrepreneurial attitude.
12. Willing to be a part of a team unit and cooperate in the accomplishment of organizational goals and objectives.
13. Detail-oriented and self-directed worker efficient in remote work environment.
14. Creativity and flexibility are required.
15. Microsoft Office Suite experience including large data sets.
16. Able to effectively interface with internal and external customers including executive level contacts.
17. Able to handle confidential information with maximum discretion.
18. Able to understand business principles and apply them accordingly.
19. High-touch client orientation.
20. Open and willing to receive and give constructive critique.
21. Able to train/coach and counsel others and provide peer review.
22. Approach projects in a financially responsible and resourceful manner.
23. Knowledge of federal and state regulations.

Special Requirements:

1. Flexible to work outside normal working hours.
2. 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.
• 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.
• 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.

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