Benefits Solutions Consultant

EPIC Brokers$110K — $135K *
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
  • Experience managing large, self-funded clients
  • Full-cycle RFP experience
  • Bachelor's degree or equivalent experience
  • Ability to work independently in a fast-paced environment

Responsibilities

  • Support development and execution of benefit strategies for clients
  • Develop cost-containment strategies for various programs
  • Analyze claims utilization trends for improvement opportunities
  • Lead vendor evaluations and performance tracking
  • Communicate industry trends and regulatory updates
  • Serve as primary day-to-day client contact and manage vendor relationships
  • Partner with clients to define benefit goals and strategies

Benefits

  • Generous Paid Time Off with managed PTO and early close days
  • Paid parental leave and organ donor/bonding leave
  • $1,500 employee referral bonus program
  • Employee recognition awards and programs
  • Professional growth programs including tuition reimbursement
  • Unique benefits like Pet Insurance and Family Planning support
  • 401(k) matching with comprehensive insurance options
  • Commitment to a collaborative and inclusive work culture
  • Engagement in community charitable efforts through EPIC Gives Back
Full Job Description
Preferred Locations: Hybrid-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, 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 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/.

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About EPIC Brokers

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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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