EPIC Insurance Brokers & Consultants · 14 hours ago
Benefits Consultant
Atlanta, GA
Full-time
Hybrid
Senior Level
5+ years expEPIC Insurance Brokers & Consultants is a rapidly growing firm in the insurance industry, seeking a Benefits Consultant to join their team. The role involves managing client relationships, developing benefit strategies, and optimizing client benefit programs to ensure client satisfaction and compliance.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Hiring Manager
Sonja Elizabeth Gay
Responsibilities
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
Support development and execution 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 the following areas: 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 the 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
Serve as primary contact 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 but not limited to preparation, management, analysis, and subsequent presentation of all Request for Proposals 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
Work with EPIC consulting team and client to define goals and objectives as related to employee benefits, normally related to design and budget of self-funded health plans
Present financial reports or other analyses, as needed
Determine client report content with Client Team and perform final review
Participate in new business activities, including assessment strategy development and meetings as requested
Set priorities and manage workflow for self to ensure all goals are met
Interact with others effectively utilizing superior communication skills, impactful collaboration, and providing information and guidance as needed to achieve the business goals of the Company
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
Qualification
Required
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 but not limited to self-funded medical plans, carve-out prescription drug programs, self-fund dental, self-funded vision, absence management, and 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's plans for clients
Experience with implementing Health and Welfare benefit plans on behalf of clients or employee populations
Insurance licensing or ability to obtain licensing after employment
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 completing and presenting 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 and work assignments under aggressive timeframes
Entrepreneurial attitude
Willing to be a part of a team unit and cooperate in the accomplishment of organizational goals and objectives
Detail oriented and self-directed worker efficient in remote work environment
Creativity and flexibility are required. EPIC is a dynamic environment and requires a candidate that is comfortable facing new challenges
Microsoft Office Suite experience including large data sets
Able to effectively interface with internal and external customers including executive level contacts
Able to handle confidential information with maximum discretion
Able to understand business principles and apply them accordingly
High-touch client orientation
Open and willing to receive and give constructive critique
Able to train/coach and counsel others and provide peer review
Approach projects in a financially responsible and resourceful manner
Knowledge of federal and state regulations
Flexible to work outside normal working hours
Travel (as needed); overnight stay required
Preferred
Underwriting experience is preferred, but not required
Benefits
Generous Paid Time off
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.
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
Company
EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
1001-5000 employees
H1B Sponsorship
EPIC Insurance Brokers & Consultants has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (3)
2022 (1)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP & Regional Director, Employee Benefits (Sacramento)
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase