Benefit Consultant

EPIC Brokers$70K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-10 years of experience in insurance, employee benefits, or HR
  • Strong knowledge of Health & Welfare programs, specifically self-funded medical, Rx, dental, vision, disability, and life
  • Experience managing large, self-funded clients in consulting or brokerage
  • Full-cycle RFP experience
  • Bachelor's degree or equivalent experience
  • Ability to obtain insurance license
  • Proficient in Microsoft Office and adept with large data sets

Responsibilities

  • Support development and execution of benefit strategies for large, self-funded clients
  • Develop cost-containment strategies across medical, pharmacy, and disability programs
  • Lead vendor evaluations, RFPs, procurement, implementation, and performance tracking
  • Serve as primary day-to-day client contact and manage vendor relationships
  • Deliver financial reporting, analysis, and benchmarking insights
  • Assist with new business opportunities and strategy development
  • Manage project deliverables, compliance deadlines, and support team initiatives

Benefits

  • Generous Paid Time Off, including 22 PTO days for hourly employees and managed PTO for salaried employees
  • Paid parental leave and pregnancy disability support
  • Employee referral bonus program of $1,500 per hired referral
  • Professional growth opportunities, including mentorship and tuition reimbursement
  • Unique benefits like Pet Insurance and Identity Theft Protection
  • 401(k) matching and various insurance options
Full Job Description
LOCATION: Atlanta, GA-Hybrid-3 days a week in office required.

JOB OVERVIEW

The Benefit Consultant is responsible for client satisfaction, service delivery, 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
  • 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 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, 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/.

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About EPIC Brokers

EPIC Brokers Careers

There has never been a better time to join the dynamic team at EPIC Brokers—the leading group of insurance and consulting professionals in the industry.

Work You’ll Do

Join EPIC Brokers' top-tier team to assist some of the most prominent companies in navigating their risk management and insurance strategies. Transform the approach to modern insurance solutions with the brightest minds at EPIC Brokers. There’s no stronger partnership in the insurance brokerage and consulting sector today. Lead from a unique position in the marketplace, at the crossroads of innovation, industry expertise, and comprehensive risk solutions. Engage with a nationwide team of business and insurance advisors to help clients through their strategic transformations. Collaborate with a robust network of professionals dedicated to pioneering change in the insurance landscape.

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Drive Innovation

Deliver targeted solutions through a depth and breadth of consulting experience and innovation that’s unparalleled in the insurance sector.

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Work with a wide range of insurance technologies and leverage the unmatched capabilities, national scale, and solution development of EPIC Brokers.

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The EPIC Brokers Edge

The combined service capabilities, national reach, and innovative solutions help clients tackle challenges and lead transformation in their respective fields. Clients across the nation turn to EPIC Brokers for new strategies and solutions to drive growth and success in a competitive world. Bringing together a team of dedicated professionals, EPIC Brokers empowers enterprises and individuals to excel in an ever-evolving industry.

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