Benefits Consultant
EPIC Insurance Brokers & Consultants, Atlanta, Georgia, United States, 30383
Overview
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. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide with locations across the U.S. 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 - Hybrid - 3 days a week in office
What You’ll Do
The Consultant will be responsible for: Client satisfaction, service delivery and vendor management Support team to develop and present innovative and customized strategy solutions that optimize complex client’s benefit programs and services 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
Support development and execution of benefit program strategic initiatives for large, self-funded, complex clients Develop and implement cost containment strategies for medical, prescription drug and disability programs Evaluate services to optimize claim and utilization trends in medical, pharmacy, absence, and disability management Conduct opportunity analysis to identify critical strategic initiatives Organize, develop content, and facilitate meetings with clients Communicate industry trends, benchmarks, emerging products and innovative vendors to clients Evaluate new vendors for client consideration Contribute to process improvement and development of new internal strategic initiatives by ongoing collaboration with team members Evaluate emerging local, state, and federal legislative changes to identify and advise clients of potential impact to their organization
Client Management Functions
Serve as primary day-to-day contact for clients and their respective vendors Act as project manager for all client initiatives, compliance deadlines, communication and annual benefit program deliverables Work with the client and actuarial teams to ensure all client deliverables are executed timely and accurately Develop and manage the annual calendar of key milestones and compliance deadlines Proactively communicate relevant local, state, and federal regulatory updates along with steps for adherence and potential collaboration with client’s vendors to ensure compliance Ongoing review and negotiation of vendor contracts and renewals Ongoing review of plan documents, summary plan descriptions and SBCs (Summary of Benefits and Coverage) Project management, procurement and implementation for benefit programs including preparation, management, analysis, and subsequent presentation of all RFPs for self-funded and fully insured benefit programs Analyze health and welfare benefit plans through competitive benchmarking and valuation modeling Manage escalated claim issue resolution Manage or coordinate 5500 filings Assist in proofing, managing and delivering communication materials for annual enrollment and/or benefit related activities Maintain key documents and data in corporate files Perform special projects as assigned
Client Relationship Management
Work with EPIC consulting team and client to define goals and objectives as related to employee benefits Present financial reports or other analyses, as needed Determine client report content with Client Team and perform final review
New Business Development
Participate in new business activities, including assessment strategy development and meetings as requested
Personal and Organizational Development
Set priorities and manage workflow for self to ensure all goals are met Interact with others effectively with strong communication, collaboration, and guidance to achieve business goals Maintain a strong working knowledge of the employee group benefits industry, emerging marketplace product/program developments, legislation, and technology Project a professional image in action and appearance
What You’ll Bring
Bachelor’s degree or equivalent educational training or business experience 5-10 years of experience, preferably in the insurance/employee benefits/HR area In-depth experience and knowledge of the Health & Welfare Industry, including self-funded medical plans, carve-out prescription drug programs, self-funded dental, self-funded vision, absence management, disability programs, life insurance, health improvement programs and tax-advantaged accounts Experience managing large, self-funded group Health & Welfare clients in a consulting or brokerage environment Experience with full-cycle Request for Proposal process Experience designing cost-effective benefit plans for clients Experience with implementing Health and Welfare benefit plans on behalf of clients Underwriting experience is preferred, but not required Insurance licensing or ability to obtain licensing after employment
KSAs (Knowledge, Skills, Abilities)
Superior oral, written and interpersonal communication skills Superior problem-solving skills Able to adapt and work well with ambiguity Ability to create and execute project plans Personal sense of accountability Comfortable with data analysis for Health & Welfare plans Strong analytic skills with understanding of underwriting and self-funded plan financials Experience leading multi-disciplinary teams Strong organizational skills Ability to concurrently manage multiple client projects under aggressive timeframes Entrepreneurial attitude Willing to be part of a team and cooperate in achieving organizational goals Detail oriented and self-directed in remote work environment Creativity and flexibility in EPIC’s dynamic environment Microsoft Office Suite experience with large data sets Able to interface with internal and external customers including executive level contacts Discretion with confidential information Understanding of business principles and application High-touch client orientation Open to constructive critique and coaching others Ability to train/coach and provide peer review Approach projects in a financially responsible and resourceful manner Knowledge of federal and state regulations
Special Requirements
Flexible to work outside normal hours 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 our team. We offer: Generous Paid Time off including 22 PTO days for salaried employees and 12 holidays Generous leave options: parental leave, pregnancy disability and bonding leave Employee referral bonus program Employee recognition programs and development opportunities Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development programs Pet Insurance, Identity Protection, Legal Planning, Family Planning, and Menopause support Comprehensive benefits: 401(k) matching, medical/dental/vision insurance, wellness programs Collaborative culture with a balance between production and service EPIC Gives Back charitable efforts Recognition in Insurance Journal as a top agency
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/
EPIC embraces diversity in all its forms and is committed to fostering a work community where everyone feels welcomed, valued, respected and heard. Diversity drives innovation and inclusion helps us deliver the best outcomes to 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. Penalties apply for violations.
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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. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide with locations across the U.S. 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 - Hybrid - 3 days a week in office
What You’ll Do
The Consultant will be responsible for: Client satisfaction, service delivery and vendor management Support team to develop and present innovative and customized strategy solutions that optimize complex client’s benefit programs and services 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
Support development and execution of benefit program strategic initiatives for large, self-funded, complex clients Develop and implement cost containment strategies for medical, prescription drug and disability programs Evaluate services to optimize claim and utilization trends in medical, pharmacy, absence, and disability management Conduct opportunity analysis to identify critical strategic initiatives Organize, develop content, and facilitate meetings with clients Communicate industry trends, benchmarks, emerging products and innovative vendors to clients Evaluate new vendors for client consideration Contribute to process improvement and development of new internal strategic initiatives by ongoing collaboration with team members Evaluate emerging local, state, and federal legislative changes to identify and advise clients of potential impact to their organization
Client Management Functions
Serve as primary day-to-day contact for clients and their respective vendors Act as project manager for all client initiatives, compliance deadlines, communication and annual benefit program deliverables Work with the client and actuarial teams to ensure all client deliverables are executed timely and accurately Develop and manage the annual calendar of key milestones and compliance deadlines Proactively communicate relevant local, state, and federal regulatory updates along with steps for adherence and potential collaboration with client’s vendors to ensure compliance Ongoing review and negotiation of vendor contracts and renewals Ongoing review of plan documents, summary plan descriptions and SBCs (Summary of Benefits and Coverage) Project management, procurement and implementation for benefit programs including preparation, management, analysis, and subsequent presentation of all RFPs for self-funded and fully insured benefit programs Analyze health and welfare benefit plans through competitive benchmarking and valuation modeling Manage escalated claim issue resolution Manage or coordinate 5500 filings Assist in proofing, managing and delivering communication materials for annual enrollment and/or benefit related activities Maintain key documents and data in corporate files Perform special projects as assigned
Client Relationship Management
Work with EPIC consulting team and client to define goals and objectives as related to employee benefits Present financial reports or other analyses, as needed Determine client report content with Client Team and perform final review
New Business Development
Participate in new business activities, including assessment strategy development and meetings as requested
Personal and Organizational Development
Set priorities and manage workflow for self to ensure all goals are met Interact with others effectively with strong communication, collaboration, and guidance to achieve business goals Maintain a strong working knowledge of the employee group benefits industry, emerging marketplace product/program developments, legislation, and technology Project a professional image in action and appearance
What You’ll Bring
Bachelor’s degree or equivalent educational training or business experience 5-10 years of experience, preferably in the insurance/employee benefits/HR area In-depth experience and knowledge of the Health & Welfare Industry, including self-funded medical plans, carve-out prescription drug programs, self-funded dental, self-funded vision, absence management, disability programs, life insurance, health improvement programs and tax-advantaged accounts Experience managing large, self-funded group Health & Welfare clients in a consulting or brokerage environment Experience with full-cycle Request for Proposal process Experience designing cost-effective benefit plans for clients Experience with implementing Health and Welfare benefit plans on behalf of clients Underwriting experience is preferred, but not required Insurance licensing or ability to obtain licensing after employment
KSAs (Knowledge, Skills, Abilities)
Superior oral, written and interpersonal communication skills Superior problem-solving skills Able to adapt and work well with ambiguity Ability to create and execute project plans Personal sense of accountability Comfortable with data analysis for Health & Welfare plans Strong analytic skills with understanding of underwriting and self-funded plan financials Experience leading multi-disciplinary teams Strong organizational skills Ability to concurrently manage multiple client projects under aggressive timeframes Entrepreneurial attitude Willing to be part of a team and cooperate in achieving organizational goals Detail oriented and self-directed in remote work environment Creativity and flexibility in EPIC’s dynamic environment Microsoft Office Suite experience with large data sets Able to interface with internal and external customers including executive level contacts Discretion with confidential information Understanding of business principles and application High-touch client orientation Open to constructive critique and coaching others Ability to train/coach and provide peer review Approach projects in a financially responsible and resourceful manner Knowledge of federal and state regulations
Special Requirements
Flexible to work outside normal hours 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 our team. We offer: Generous Paid Time off including 22 PTO days for salaried employees and 12 holidays Generous leave options: parental leave, pregnancy disability and bonding leave Employee referral bonus program Employee recognition programs and development opportunities Employee Resource Groups: Women’s Coalition, EPIC Veterans Group Professional growth & development programs Pet Insurance, Identity Protection, Legal Planning, Family Planning, and Menopause support Comprehensive benefits: 401(k) matching, medical/dental/vision insurance, wellness programs Collaborative culture with a balance between production and service EPIC Gives Back charitable efforts Recognition in Insurance Journal as a top agency
To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/
EPIC embraces diversity in all its forms and is committed to fostering a work community where everyone feels welcomed, valued, respected and heard. Diversity drives innovation and inclusion helps us deliver the best outcomes to 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. Penalties apply for violations.
#J-18808-Ljbffr